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HFM Investment Advisors’s Okta OKTA Stock Holding History

HFM Investment Advisors’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 		$2.59K Buy
19
+16
+533% +$1.5K ﹤0.01% 359
2026
Q1 		$236 Sell
3
-5
-63% -$415 ﹤0.01% 941
2025
Q4 		$692 Buy
8
+1
+14% +$87 ﹤0.01% 587
2025
Q3 		$642 Sell
7
-1
-13% -$93 ﹤0.01% 557
2025
Q2 		$800 Buy
8
+4
+100% +$427 ﹤0.01% 460
2025
Q1 		$421 Buy
+4
New +$391 ﹤0.01% 343

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HFM Investment Advisors's OKTA Position: Q2 2026 in Review

HFM Investment Advisors increased its Okta (OKTA) stake by 533% in Q2 2026, buying an estimated $1.5K and bringing the position to 19 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

HFM Investment Advisors first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • HFM Investment Advisors held 19 shares of Okta worth $2.59K as of Q2 2026.
  • HFM Investment Advisors bought 16 Okta shares in Q2 2026, an estimated $1.5K.
  • Okta made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #359 holding.
  • HFM Investment Advisors first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.