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Harel Insurance Investments & Financial Services’s Okta OKTA Stock Holding History

Harel Insurance Investments & 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
2025
Q2 		– Sell
-90
Closed -$9K – 479
2025
Q1 		$9K Sell
90
-25
-22% -$2.44K ﹤0.01% 441
2024
Q4 		$9K Sell
115
-2
-2% -$155 ﹤0.01% 431
2024
Q3 		$9K Sell
117
-22
-16% -$1.92K ﹤0.01% 457
2024
Q2 		$13K Buy
139
+13
+10% +$1.23K ﹤0.01% 467
2024
Q1 		$13K Sell
126
-68
-35% -$6.27K ﹤0.01% 471
2023
Q4 		$18K Sell
194
-130
-40% -$9.92K ﹤0.01% 502
2023
Q3 		$26K Sell
324
-43
-12% -$3.26K ﹤0.01% 527
2023
Q2 		$25K Sell
367
-22
-6% -$1.67K ﹤0.01% 555
2023
Q1 		$34K Sell
389
-120
-24% -$9.13K ﹤0.01% 540
2022
Q4 		$35K Sell
509
-91
-15% -$5.2K ﹤0.01% 528
2022
Q3 		$34K Sell
600
-29
-5% -$2.5K ﹤0.01% 549
2022
Q2 		$57K Sell
629
-278
-31% -$30K ﹤0.01% 489
2022
Q1 		$137K Sell
907
-871
-49% -$156K ﹤0.01% 410
2021
Q4 		$400K Buy
1,778
+7
+0.4% +$1.67K 0.01% 282
2021
Q3 		$420K Sell
1,771
-40
-2% -$9.93K 0.01% 250
2021
Q2 		$443K Sell
1,811
-6,688
-79% -$1.61M 0.01% 488
2021
Q1 		$4.99M Buy
8,499
+3,560
+72% +$895K 0.09% 133
2020
Q4 		$2.22M Sell
4,939
-102
-2% -$24.2K 0.05% 168
2020
Q3 		$1.08M Buy
5,041
+3,841
+320% +$801K 0.04% 115
2020
Q2 		$240K Buy
+1,200
New +$204K 0.01% 227
2019
Q4 		– Sell
-1,080
Closed -$112K – 535
2019
Q3 		$112K Buy
+1,080
New +$135K 0.01% 240

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Harel Insurance Investments & Financial Services's OKTA Position: Q2 2025 in Review

Harel Insurance Investments & Financial Services sold out of Okta (OKTA) in Q2 2025, closing a stake of 90 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in OKTA in Q3 2019 and held it in 21 quarters. The position peaked at $4.99M in Q1 2021. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 90 Okta shares in Q2 2025, an estimated $9K.
  • Harel Insurance Investments & Financial Services first reported a position in Okta in Q3 2019 and held it in 21 quarters.
  • Harel Insurance Investments & Financial Services's Okta position peaked at $4.99M in Q1 2021.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2025, filed 5 Aug 2025.