GREENWOOD CAPITAL ASSOCIATES LLC

Position in OKTA — Okta, Inc.

CIK 1161822 GREENWOOD, SC

Position in OKTA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$682,795

+$195,344 QoQ

Shares Held

5,004

-19.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#442

of 816 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

GREENWOOD CAPITAL ASSOCIATES LLC holds $43,616,849 across 5 Software - Infrastructure names. OKTA ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	74,824	$27,910,848
2	PANW	Palo Alto Networks Inc	39,882	$13,600,559
3	GEN	Gen Digital Inc.	42,076	$1,047,271
4	OKTA	Okta, Inc. This page	5,004	$682,795
5	ZETA	Zeta Global Holdings Corp.	19,074	$375,376

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$682,795	5,004	-19.2%	Shares	Sole	2026-07-28
2026-03-31	$487,451	6,193	-6.4%	Shares	Sole	2026-04-29
2025-12-31	$572,171	6,617	-24.1%	Shares	Sole	2026-01-26
2025-09-30	$798,982	8,713	-5.3%	Shares	Sole	2025-10-16
2025-06-30	$919,424	9,197	+30.5%	Shares	Sole	2025-07-21
2025-03-31	$741,590	7,048	+165.7%	Shares	Sole	2025-04-15
2024-12-31	$209,056	2,653	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.