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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hantz Financial Services's OKTA Position: Q1 2026 in Review

Hantz Financial Services increased its Okta (OKTA) stake by 96% in Q1 2026, buying an estimated $236K and bringing the position to 5,811 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #667.

Hantz Financial Services first reported a position in OKTA in Q1 2022 and has held it in 17 quarters since. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Hantz Financial Services held 5,811 shares of Okta worth $457K as of Q1 2026.
Hantz Financial Services bought 2,845 Okta shares in Q1 2026, an estimated $236K.
Okta made up 0.01% of Hantz Financial Services's portfolio in Q1 2026, its #667 holding.
Hantz Financial Services first reported a position in Okta in Q1 2022 and has held it in 17 quarters since.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.