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HUB Investment Partners’s Okta OKTA Stock Holding History

HUB Investment Partners’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 		$284K Sell
2,080
-3,420
-62% -$322K 0.01% 1027
2026
Q1 		$433K Buy
5,500
+4,211
+327% +$349K 0.01% 631
2025
Q4 		$111K Sell
1,289
-2,545
-66% -$222K ﹤0.01% 894
2025
Q3 		$352K Buy
+3,834
New +$358K 0.01% 500
2025
Q2 		– Sell
-27
Closed -$2.84K – 753
2025
Q1 		$2.84K Buy
+27
New +$2.64K ﹤0.01% 627

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 $3.37T AUM 44.26% 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

HUB Investment Partners's OKTA Position: Q2 2026 in Review

HUB Investment Partners reduced its Okta (OKTA) stake by 62% in Q2 2026, selling an estimated $322K and leaving 2,080 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #1027.

HUB Investment Partners first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $433K in Q1 2026. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • HUB Investment Partners held 2,080 shares of Okta worth $284K as of Q2 2026.
  • HUB Investment Partners sold 3,420 Okta shares in Q2 2026, an estimated $322K.
  • Okta made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1027 holding.
  • HUB Investment Partners first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • HUB Investment Partners's Okta position peaked at $433K in Q1 2026.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.