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HM Payson & Co’s Okta OKTA Stock Holding History

HM Payson & Co’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 		$334K Hold
2,450
– – ﹤0.01% 359
2026
Q1 		$193K Hold
2,450
– – ﹤0.01% 438
2025
Q4 		$212K Hold
2,450
– – ﹤0.01% 415
2025
Q3 		$225K Hold
2,450
– – ﹤0.01% 409
2025
Q2 		$245K Hold
2,450
– – ﹤0.01% 377
2025
Q1 		$258K Hold
2,450
– – ﹤0.01% 373
2024
Q4 		$193K Hold
2,450
– – ﹤0.01% 427
2024
Q3 		$182K Hold
2,450
– – ﹤0.01% 431
2024
Q2 		$229K Hold
2,450
– – ﹤0.01% 373
2024
Q1 		$256K Hold
2,450
– – ﹤0.01% 359
2023
Q4 		$222K Hold
2,450
– – ﹤0.01% 366
2023
Q3 		$200K Sell
2,450
-28
-1% -$2.12K ﹤0.01% 369
2023
Q2 		$172K Hold
2,478
– – ﹤0.01% 393
2023
Q1 		$214K Hold
2,478
– – 0.01% 358
2022
Q4 		$169K Sell
2,478
-72
-3% -$4.11K ﹤0.01% 393
2022
Q3 		$145K Sell
2,550
-1
-0% -$86 ﹤0.01% 422
2022
Q2 		$231K Buy
2,551
+1
+0% +$108 0.01% 350
2022
Q1 		$385K Sell
2,550
-1,010
-28% -$181K 0.01% 307
2021
Q4 		$798K Buy
3,560
+203
+6% +$48.4K 0.02% 232
2021
Q3 		$797K Sell
3,357
-1,000
-23% -$248K 0.02% 226
2021
Q2 		$1.07M Sell
4,357
-158
-3% -$38.1K 0.03% 206
2021
Q1 		$995K Sell
4,515
-750
-14% -$188K 0.03% 205
2020
Q4 		$1.34M Sell
5,265
-54
-1% -$12.8K 0.04% 183
2020
Q3 		$1.14M Buy
5,319
+319
+6% +$66.5K 0.04% 183
2020
Q2 		$1M Sell
5,000
-150
-3% -$25.5K 0.03% 185
2020
Q1 		$630K Sell
5,150
-1,616
-24% -$203K 0.02% 204
2019
Q4 		$781K Hold
6,766
– – 0.03% 227
2019
Q3 		$666K Hold
6,766
– – 0.02% 235
2019
Q2 		$836K Buy
+6,766
New +$734K 0.03% 214
2018
Q3 		– Sell
-6,616
Closed -$333K – 350
2018
Q2 		$333K Buy
6,616
+1,545
+30% +$73.5K 0.01% 263
2018
Q1 		$202K Buy
+5,071
New +$169K 0.01% 320

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

HM Payson & Co's OKTA Position: Q2 2026 in Review

HM Payson & Co held its Okta (OKTA) position steady in Q2 2026 at 2,450 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

HM Payson & Co first reported a position in OKTA in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.34M in Q4 2020. 88 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • HM Payson & Co held 2,450 shares of Okta worth $334K as of Q2 2026.
  • HM Payson & Co left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #359 holding.
  • HM Payson & Co first reported a position in Okta in Q1 2018 and has held it in 31 quarters since.
  • HM Payson & Co's Okta position peaked at $1.34M in Q4 2020.
  • 88 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.