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Hennion & Walsh Asset Management’s Okta OKTA Stock Holding History

Hennion & Walsh 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
Q2 		$1.26M Buy
9,241
+167
+2% +$15.7K 0.04% 501
2026
Q1 		$714K Buy
9,074
+973
+12% +$80.7K 0.02% 599
2025
Q4 		$700K Buy
8,101
+2,115
+35% +$185K 0.02% 615
2025
Q3 		$549K Buy
+5,986
New +$559K 0.02% 682

Other funds holding OKTA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Hennion & Walsh Asset Management's OKTA Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Okta (OKTA) stake by 1.8% in Q2 2026, buying an estimated $15.7K and bringing the position to 9,241 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #501.

Hennion & Walsh Asset Management first reported a position in OKTA in Q3 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Hennion & Walsh Asset Management held 9,241 shares of Okta worth $1.26M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 167 Okta shares in Q2 2026, an estimated $15.7K.
  • Okta made up 0.04% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #501 holding.
  • Hennion & Walsh Asset Management first reported a position in Okta in Q3 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.