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Kovack Advisors’s Okta OKTA Stock Holding History

Kovack Advisors’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 		$203K Buy
+1,464
New +$138K 0.01% 995
2023
Q4 		– Sell
-2,829
Closed -$231K – 600
2023
Q3 		$231K Sell
2,829
-69
-2% -$5.23K 0.03% 452
2023
Q2 		$201K Buy
2,898
+59
+2% +$4.48K 0.03% 521
2023
Q1 		$245K Sell
2,839
-122
-4% -$9.29K 0.03% 463
2022
Q4 		$202K Sell
2,961
-1,617
-35% -$92.3K 0.03% 518
2022
Q3 		$260K Sell
4,578
-739
-14% -$63.6K 0.04% 445
2022
Q2 		$481K Sell
5,317
-254
-5% -$27.4K 0.06% 325
2022
Q1 		$840K Sell
5,571
-3,094
-36% -$555K 0.09% 255
2021
Q4 		$1.94M Sell
8,665
-1,224
-12% -$292K 0.19% 125
2021
Q3 		$2.35M Buy
9,889
+1,340
+16% +$333K 0.26% 100
2021
Q2 		$2.09M Buy
8,549
+221
+3% +$53.3K 0.24% 109
2021
Q1 		$1.84M Sell
8,328
-210
-2% -$52.8K 0.24% 111
2020
Q4 		$2.17M Buy
8,538
+1,754
+26% +$417K 0.31% 86
2020
Q3 		$1.45M Sell
6,784
-475
-7% -$99K 0.26% 97
2020
Q2 		$1.45M Buy
7,259
+427
+6% +$72.5K 0.28% 88
2020
Q1 		$835K Sell
6,832
-443
-6% -$55.6K 0.19% 126
2019
Q4 		$839K Sell
7,275
-620
-8% -$71.4K 0.15% 164
2019
Q3 		$777K Buy
7,895
+775
+11% +$96.8K 0.16% 158
2019
Q2 		$879K Buy
7,120
+408
+6% +$44.3K 0.2% 125
2019
Q1 		$555K Buy
6,712
+1,605
+31% +$127K 0.14% 177
2018
Q4 		$326K Buy
5,107
+126
+3% +$7.47K 0.1% 239
2018
Q3 		$350K Sell
4,981
-5,895
-54% -$351K 0.09% 265
2018
Q2 		$548K Buy
10,876
+4,793
+79% +$228K 0.15% 160
2018
Q1 		$242K Buy
+6,083
New +$203K 0.06% 366

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

Kovack Advisors's OKTA Position: Q2 2026 in Review

Kovack Advisors opened a new position in Okta (OKTA) in Q2 2026: 1,464 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #995 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in OKTA as recently as Q3 2023.

Kovack Advisors first reported a position in OKTA in Q1 2018 and has held it in 24 quarters since. The position peaked at $2.35M in Q3 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Kovack Advisors held 1,464 shares of Okta worth $203K as of Q2 2026.
  • Okta was a new Kovack Advisors position in Q2 2026.
  • Okta made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #995 holding.
  • Kovack Advisors first reported a position in Okta in Q1 2018 and has held it in 24 quarters since.
  • Kovack Advisors's Okta position peaked at $2.35M in Q3 2021.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.