Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in OKTA — Okta, Inc.
CIK 1510434
Seattle, WA
Position in OKTA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$260,482
-$108,746 QoQ
Shares Held
1,909
-59.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#591
of 821 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $120,590,670 across 25 Software - Infrastructure names. OKTA ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
229,490 | $85,604,359 | |
| 2 | ORCL |
Oracle Corp
|
52,606 | $7,709,408 | |
| 3 | PANW |
Palo Alto Networks Inc
|
14,167 | $4,831,230 | |
| 4 | NTCT |
Netscout Systems Inc
|
94,629 | $4,121,092 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
27,800 | $3,243,425 | |
| 6 | RELY |
Remitly Global, Inc.
|
107,889 | $2,417,792 | |
| 7 | TWLO |
Twilio Inc
|
9,074 | $1,872,237 | |
| 8 | BOX |
Box Inc
|
42,703 | $1,133,337 |
All Filings in OKTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,482 | 1,909 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $369,228 | 4,691 | Shares | Other | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||