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HB Wealth Management’s Okta OKTA Stock Holding History

HB Wealth 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
Q1 		$217K Buy
2,757
+122
+5% +$10.1K ﹤0.01% 1390
2025
Q4 		$228K Sell
2,635
-599
-19% -$52.3K ﹤0.01% 1278
2025
Q3 		$297K Buy
+3,234
New +$302K ﹤0.01% 1077
2025
Q2 		– Sell
-2,315
Closed -$244K – 1259
2025
Q1 		$244K Buy
+2,315
New +$226K ﹤0.01% 1050

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

HB Wealth Management's OKTA Position: Q1 2026 in Review

HB Wealth Management increased its Okta (OKTA) stake by 4.6% in Q1 2026, buying an estimated $10.1K and bringing the position to 2,757 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

HB Wealth Management first reported a position in OKTA in Q1 2025 and has held it in 4 quarters since. The position peaked at $297K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • HB Wealth Management held 2,757 shares of Okta worth $217K as of Q1 2026.
  • HB Wealth Management bought 122 Okta shares in Q1 2026, an estimated $10.1K.
  • Okta made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1390 holding.
  • HB Wealth Management first reported a position in Okta in Q1 2025 and has held it in 4 quarters since.
  • HB Wealth Management's Okta position peaked at $297K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.