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Hughes Financial Services’s Okta OKTA Stock Holding History

Hughes Financial Services’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 		$819 Buy
6
+5
+500% +$470 ﹤0.01% 969
2026
Q1 		$79 Buy
+1
New +$83 ﹤0.01% 1351
2025
Q2 		– Sell
-4
Closed -$419 – 1175
2025
Q1 		$419 Buy
+4
New +$391 ﹤0.01% 1002

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
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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

Hughes Financial Services's OKTA Position: Q2 2026 in Review

Hughes Financial Services increased its Okta (OKTA) stake by 500% in Q2 2026, buying an estimated $470 and bringing the position to 6 shares worth $819. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Hughes Financial Services first reported a position in OKTA in Q1 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Hughes Financial Services held 6 shares of Okta worth $819 as of Q2 2026.
  • Hughes Financial Services bought 5 Okta shares in Q2 2026, an estimated $470.
  • Okta made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #969 holding.
  • Hughes Financial Services first reported a position in Okta in Q1 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.