HCA
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Harbor Capital Advisors’s Okta OKTA Stock Holding History

Harbor Capital Advisors’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
2025
Q1 		– Sell
-4,344
Closed -$342K – 1498
2024
Q4 		$342K Sell
4,344
-2,687
-38% -$208K 0.01% 602
2024
Q3 		$523K Buy
7,031
+1,916
+37% +$167K 0.02% 566
2024
Q2 		$479K Buy
5,115
+465
+10% +$44K 0.04% 543
2024
Q1 		$486K Sell
4,650
-3,037
-40% -$280K 0.06% 403
2023
Q4 		$696K Sell
7,687
-5,883
-43% -$449K 0.13% 196
2023
Q3 		$1.11M Sell
13,570
-1,237
-8% -$93.8K 0.24% 109
2023
Q2 		$1.03M Sell
14,807
-14,868
-50% -$1.13M 0.21% 124
2023
Q1 		$2.56M Sell
29,675
-15,293
-34% -$1.16M 0.74% 37
2022
Q4 		$3.07M Buy
44,968
+4,981
+12% +$284K 2.98% 5
2022
Q3 		$2.27M Sell
39,987
-4,574
-10% -$394K 2.09% 16
2022
Q2 		$4.03M Buy
44,561
+34,608
+348% +$3.74M 3.06% 6
2022
Q1 		$1.5M Sell
9,953
-361
-4% -$64.7K 0.71% 44
2021
Q4 		$2.31M Buy
+10,314
New +$2.46M 0.84% 41

Other funds holding OKTA

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return