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Horizon Investments’s Okta OKTA Stock Holding History

Horizon Investments’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 		$177K Buy
+2,252
New +$187K ﹤0.01% 994
2025
Q4 		– Sell
-1,583
Closed -$145K – 1365
2025
Q3 		$145K Buy
+1,583
New +$148K ﹤0.01% 947

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Horizon Investments's OKTA Position: Q1 2026 in Review

Horizon Investments opened a new position in Okta (OKTA) in Q1 2026: 2,252 shares worth $177K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings. This is a return to the name: Horizon Investments previously reported a position in OKTA as recently as Q3 2025.

Horizon Investments first reported a position in OKTA in Q3 2025 and has held it in 2 quarters since. 732 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Horizon Investments held 2,252 shares of Okta worth $177K as of Q1 2026.
  • Okta was a new Horizon Investments position in Q1 2026.
  • Okta made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #994 holding.
  • Horizon Investments first reported a position in Okta in Q3 2025 and has held it in 2 quarters since.
  • 732 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.