Harmony Asset Management’s Okta OKTA Stock Holding History

Harmony Asset Management’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	$323K	Hold	1,545	–	–	0.08%	161
2026 Q2	$211K	Buy	+1,545	New	+$145K	0.06%	197

Other funds holding OKTA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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 Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Harmony Asset Management's OKTA Position: Q3 2026 in Review

Harmony Asset Management held its Okta (OKTA) position steady in Q3 2026 at 1,545 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #161.

Harmony Asset Management first reported a position in OKTA in Q2 2026 and has held it in 2 quarters since. 520 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

Harmony Asset Management held 1,545 shares of Okta worth $323K as of Q3 2026.
Harmony Asset Management left its Okta share count unchanged in Q3 2026.
Okta made up 0.08% of Harmony Asset Management's portfolio in Q3 2026, its #161 holding.
Harmony Asset Management first reported a position in Okta in Q2 2026 and has held it in 2 quarters since.
520 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.