Position in OKTA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$24,288
-$191,363 QoQ
Shares Held
178
-81.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#690
of 821 holders
Holding Since
Jun 2021
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $43,632,495 across 39 Software - Infrastructure names. OKTA ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,648 | $19,638,756 | |
| 2 | FTNT |
Fortinet, Inc.
|
54,346 | $8,348,632 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,577 | $4,630,028 | |
| 4 | NET |
Cloudflare, Inc.
|
12,422 | $3,046,868 | |
| 5 | ORCL |
Oracle Corp
|
14,851 | $2,176,414 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
8,188 | $1,562,147 | |
| 7 | FFIV |
F5, Inc.
|
3,558 | $1,479,985 | |
| 8 | XYZ |
Block, Inc.
|
14,237 | $1,082,012 |
All Filings in OKTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,288 | 178 | Shares | Sole | 2026-07-28 | |
| 2021-12-31 | $215,651 | 962 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $205,041 | 838 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||