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Hantz Financial Services’s Okta OKTA Stock Holding History

Hantz Financial Services’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
9,191
+3,380
+58% +$318K 0.02% 449
2026
Q1 		$457K Buy
5,811
+2,845
+96% +$236K 0.01% 667
2025
Q4 		$256K Buy
2,966
+1,483
+100% +$129K ﹤0.01% 774
2025
Q3 		$136K Buy
1,483
+945
+176% +$88.2K ﹤0.01% 877
2025
Q2 		$54K Buy
538
+458
+573% +$48.9K ﹤0.01% 940
2025
Q1 		$8K Hold
80
– – ﹤0.01% 1033
2024
Q4 		$6K Hold
80
– – ﹤0.01% 873
2024
Q3 		$6K Sell
80
-75
-48% -$6.55K ﹤0.01% 855
2024
Q2 		$15K Buy
155
+96
+163% +$9.09K ﹤0.01% 755
2024
Q1 		$6K Hold
59
– – ﹤0.01% 906
2023
Q4 		$5K Sell
59
-25
-30% -$1.91K ﹤0.01% 915
2023
Q3 		$7K Hold
84
– – ﹤0.01% 853
2023
Q2 		$6K Hold
84
– – ﹤0.01% 861
2023
Q1 		$7K Buy
84
+25
+42% +$1.9K ﹤0.01% 848
2022
Q4 		$4K Hold
59
– – ﹤0.01% 900
2022
Q3 		$3K Hold
59
– – ﹤0.01% 926
2022
Q2 		$5K Hold
59
– – ﹤0.01% 848
2022
Q1 		$9K Buy
+59
New +$10.6K ﹤0.01% 808

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Hantz Financial Services's OKTA Position: Q2 2026 in Review

Hantz Financial Services increased its Okta (OKTA) stake by 58% in Q2 2026, buying an estimated $318K and bringing the position to 9,191 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #449.

Hantz Financial Services first reported a position in OKTA in Q1 2022 and has held it in 18 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Hantz Financial Services held 9,191 shares of Okta worth $1.25M as of Q2 2026.
  • Hantz Financial Services bought 3,380 Okta shares in Q2 2026, an estimated $318K.
  • Okta made up 0.02% of Hantz Financial Services's portfolio in Q2 2026, its #449 holding.
  • Hantz Financial Services first reported a position in Okta in Q1 2022 and has held it in 18 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.