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Kovack Advisors, Inc.

SEC CIK
0001728321
Latest filing
Jul 28, 2026

OKTA holding history

Okta, Inc. in every 13F filed by Kovack Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OKTA overviewAll 13F holders of OKTAFull Q2 2026 holdings

Shares (Q2 2026)
1,464
Value
$202.9K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of OKTA by Kovack Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,464$202.9K<0.1%+1,464NewHolders
Q4 20230$00.0%−2,829−100.0%Sold outHolders
Q3 20232,829$230.6K<0.1%−69−2.4%ReducedHolders
Q2 20232,898$201.0K<0.1%+59+2.1%AddedHolders
Q1 20232,839$244.8K<0.1%−122−4.1%ReducedHolders
Q4 20222,961$202.3K<0.1%−1,617−35.3%ReducedHolders
Q3 20224,578$260.0K<0.1%−739−13.9%ReducedHolders
Q2 20225,317$481.0K0.1%−254−4.6%ReducedHolders
Q1 20225,571$840.0K0.1%−3,094−35.7%ReducedHolders
Q4 20218,665$1.94M0.2%−1,224−12.4%ReducedHolders
Q3 20219,889$2.35M0.3%+1,340+15.7%AddedHolders
Q2 20218,549$2.09M0.2%+221+2.7%AddedHolders
Q1 20218,328$1.84M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.