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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Covestor's OKTA Position: Q1 2026 in Review

Covestor reduced its Okta (OKTA) stake by 39% in Q1 2026, selling an estimated $37.4K and leaving 718 shares worth $57K. The position accounts for 0.04% of the portfolio, ranked #625.

Covestor first reported a position in OKTA in Q4 2021 and has held it in 18 quarters since. The position peaked at $352K in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Covestor held 718 shares of Okta worth $57K as of Q1 2026.
  • Covestor sold 451 Okta shares in Q1 2026, an estimated $37.4K.
  • Okta made up 0.04% of Covestor's portfolio in Q1 2026, its #625 holding.
  • Covestor first reported a position in Okta in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Okta position peaked at $352K in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.