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Harbour Investments’s Okta OKTA Stock Holding History

Harbour Investments’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 		$28K Buy
355
+265
+294% +$22K ﹤0.01% 2678
2025
Q4 		$7.78K Sell
90
-26
-22% -$2.27K ﹤0.01% 2859
2025
Q3 		$10.6K Sell
116
-33
-22% -$3.08K ﹤0.01% 2651
2025
Q2 		$14.9K Sell
149
-111
-43% -$11.9K ﹤0.01% 2367
2025
Q1 		$27.4K Buy
260
+157
+152% +$15.3K ﹤0.01% 2047
2024
Q4 		$8.12K Sell
103
-44
-30% -$3.41K ﹤0.01% 2539
2024
Q3 		$10.9K Sell
147
-27
-16% -$2.36K ﹤0.01% 2315
2024
Q2 		$16.3K Sell
174
-85
-33% -$8.05K ﹤0.01% 2053
2024
Q1 		$27.1K Buy
259
+30
+13% +$2.77K ﹤0.01% 1806
2023
Q4 		$20.7K Buy
229
+21
+10% +$1.6K ﹤0.01% 1860
2023
Q3 		$17K Buy
208
+47
+29% +$3.56K ﹤0.01% 1814
2023
Q2 		$11.2K Hold
161
– – ﹤0.01% 1984
2023
Q1 		$13.9K Sell
161
-42
-21% -$3.2K ﹤0.01% 1883
2022
Q4 		$13.9K Sell
203
-60
-23% -$3.43K ﹤0.01% 1820
2022
Q3 		$24K Hold
263
– – ﹤0.01% 1563
2022
Q2 		$24K Buy
+263
New +$28.4K ﹤0.01% 1563
2021
Q4 		$40K Sell
180
-1,630
-90% -$388K ﹤0.01% 1364
2021
Q3 		$430K Sell
1,810
-10
-0.5% -$2.48K 0.01% 702
2021
Q2 		$445K Sell
1,820
-67
-4% -$16.2K 0.01% 724
2021
Q1 		$416K Buy
+1,887
New +$474K 0.02% 678

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments's OKTA Position: Q1 2026 in Review

Harbour Investments increased its Okta (OKTA) stake by 294% in Q1 2026, buying an estimated $22K and bringing the position to 355 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

Harbour Investments first reported a position in OKTA in Q1 2021 and has held it in 20 quarters since. The position peaked at $445K in Q2 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Harbour Investments held 355 shares of Okta worth $28K as of Q1 2026.
  • Harbour Investments bought 265 Okta shares in Q1 2026, an estimated $22K.
  • Okta made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2678 holding.
  • Harbour Investments first reported a position in Okta in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Okta position peaked at $445K in Q2 2021.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.