Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Okta OKTA Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-5,410
Closed -$468K – 511
2025
Q4 		$468K Sell
5,410
-2,895
-35% -$253K 0.01% 398
2025
Q3 		$762K Buy
8,305
+1,741
+27% +$163K ﹤0.01% 899
2025
Q2 		$656K Buy
+6,564
New +$701K ﹤0.01% 897

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BlackRock
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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

Kovitz Investment Group Partners's OKTA Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Okta (OKTA) in Q1 2026, closing a stake of 5,410 shares — an estimated $468K sold.

Kovitz Investment Group Partners first reported a position in OKTA in Q2 2025 and held it in 3 quarters. The position peaked at $762K in Q3 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining Okta position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,410 Okta shares in Q1 2026, an estimated $468K.
  • Kovitz Investment Group Partners first reported a position in Okta in Q2 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Okta position peaked at $762K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.