Hantz Financial Services
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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
Q3 		$2.34M Buy
11,189
+1,998
+22% +$316K 0.03% 315
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Hantz Financial Services's OKTA Position: Q3 2026 in Review

Hantz Financial Services increased its Okta (OKTA) stake by 22% in Q3 2026, buying an estimated $316K and bringing the position to 11,189 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #315.

Hantz Financial Services first reported a position in OKTA in Q1 2022 and has held it in 19 quarters since. 520 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Hantz Financial Services held 11,189 shares of Okta worth $2.34M as of Q3 2026.
  • Hantz Financial Services bought 1,998 Okta shares in Q3 2026, an estimated $316K.
  • Okta made up 0.03% of Hantz Financial Services's portfolio in Q3 2026, its #315 holding.
  • Hantz Financial Services first reported a position in Okta in Q1 2022 and has held it in 19 quarters since.
  • 520 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.