C
OKTA icon

Covestor’s Okta OKTA Stock Holding History

Covestor’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 		$196K Buy
1,434
+716
+100% +$67.3K 0.11% 128
2026
Q1 		$57K Sell
718
-451
-39% -$37.4K 0.04% 625
2025
Q4 		$101K Sell
1,169
-19
-2% -$1.66K 0.05% 575
2025
Q3 		$109K Buy
1,188
+266
+29% +$24.8K 0.06% 534
2025
Q2 		$92K Sell
922
-2,430
-72% -$260K 0.05% 602
2025
Q1 		$352K Buy
3,352
+1,972
+143% +$193K 0.23% 36
2024
Q4 		$109K Buy
1,380
+544
+65% +$42.2K 0.07% 476
2024
Q3 		$62K Hold
836
– – 0.04% 789
2024
Q2 		$78K Sell
836
-252
-23% -$23.9K 0.05% 646
2024
Q1 		$114K Buy
1,088
+224
+26% +$20.7K 0.07% 454
2023
Q4 		$78K Buy
864
+696
+414% +$53.1K 0.05% 649
2023
Q3 		$14K Hold
168
– – 0.01% 1273
2023
Q2 		$12K Sell
168
-17
-9% -$1.29K 0.01% 1362
2023
Q1 		$16K Hold
185
– – 0.01% 1092
2022
Q4 		$13K Buy
185
+52
+39% +$2.97K 0.01% 1203
2022
Q3 		$8K Buy
133
+8
+6% +$688 0.01% 1353
2022
Q2 		$11K Buy
125
+28
+29% +$3.02K 0.01% 1183
2022
Q1 		$15K Sell
97
-181
-65% -$32.4K 0.01% 1154
2021
Q4 		$62K Buy
+278
New +$66.2K 0.09% 410

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

Covestor's OKTA Position: Q2 2026 in Review

Covestor increased its Okta (OKTA) stake by 100% in Q2 2026, buying an estimated $67.3K and bringing the position to 1,434 shares worth $196K. The position accounts for 0.11% of the portfolio, ranked #128.

Covestor first reported a position in OKTA in Q4 2021 and has held it in 19 quarters since. The position peaked at $352K in Q1 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Covestor held 1,434 shares of Okta worth $196K as of Q2 2026.
  • Covestor bought 716 Okta shares in Q2 2026, an estimated $67.3K.
  • Okta made up 0.11% of Covestor's portfolio in Q2 2026, its #128 holding.
  • Covestor first reported a position in Okta in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Okta position peaked at $352K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.