Covestor
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
Q3 		$78K Sell
373
-1,061
-74% -$168K 0.05% 497
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

Covestor's OKTA Position: Q3 2026 in Review

Covestor reduced its Okta (OKTA) stake by 74% in Q3 2026, selling an estimated $168K and leaving 373 shares worth $78K. The position accounts for 0.05% of the portfolio, ranked #497.

Covestor first reported a position in OKTA in Q4 2021 and has held it in 20 quarters since. The position peaked at $352K in Q1 2025. 333 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Covestor held 373 shares of Okta worth $78K as of Q3 2026.
  • Covestor sold 1,061 Okta shares in Q3 2026, an estimated $168K.
  • Okta made up 0.05% of Covestor's portfolio in Q3 2026, its #497 holding.
  • Covestor first reported a position in Okta in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Okta position peaked at $352K in Q1 2025.
  • 333 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.