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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
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 $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

HFM Investment Advisors's OKTA Position: Q1 2026 in Review

HFM Investment Advisors reduced its Okta (OKTA) stake by 63% in Q1 2026, selling an estimated $415 and leaving 3 shares worth $236. The position accounts for ﹤0.01% of the portfolio, ranked #941.

HFM Investment Advisors first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $800 in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • HFM Investment Advisors held 3 shares of Okta worth $236 as of Q1 2026.
  • HFM Investment Advisors sold 5 Okta shares in Q1 2026, an estimated $415.
  • Okta made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #941 holding.
  • HFM Investment Advisors first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Okta position peaked at $800 in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.