Retirement Planning Group, LLC

Pension

Position in OKTA — Okta, Inc.

CIK 1508195 LEAWOOD, KS

Position in OKTA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$241,380

New position

Shares Held

1,769

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#596

of 816 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Retirement Planning Group, LLC holds $24,012,011 across 6 Software - Infrastructure names. OKTA ranks #6 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	53,831	$20,080,039
2	PLTR	Palantir Technologies Inc.	11,787	$1,375,189
3	CRWD	CrowdStrike Holdings, Inc.	5,136	$979,871
4	FTNT	Fortinet, Inc.	6,118	$939,847
5	ORCL	Oracle Corp	2,700	$395,685
6	OKTA	Okta, Inc. This page	1,769	$241,380

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,380	1,769	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.