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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 		$150K Hold
1,100
– – ﹤0.01% 1245
2026
Q1 		$86.6K Sell
1,100
-500
-31% -$41.5K ﹤0.01% 1075
2025
Q4 		$138K Buy
1,600
+100
+7% +$8.73K ﹤0.01% 880
2025
Q3 		$138K Buy
+1,500
New +$140K ﹤0.01% 737
2025
Q2 		– Sell
-5,000
Closed -$526K – 752
2025
Q1 		$526K Buy
+5,000
New +$488K 0.02% 330

Other funds holding OKTA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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. 378 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.
  • 378 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.