Position in OKTA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,269,299
+$596,633 QoQ
Shares Held
16,631
-21.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#299
of 816 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $301,660,757 across 13 Software - Infrastructure names. OKTA ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
467,438 | $174,363,722 | |
| 2 | QLYS |
Qualys, Inc.
|
548,756 | $75,448,462 | |
| 3 | PANW |
Palo Alto Networks Inc
|
60,516 | $20,637,166 | |
| 4 | ORCL |
Oracle Corp
|
65,437 | $9,589,792 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
33,888 | $6,465,321 | |
| 6 | AKAM |
Akamai Technologies Inc
|
37,374 | $4,417,980 | |
| 7 | RBRK |
Rubrik, Inc.
|
44,565 | $3,577,678 | |
| 8 | FTNT |
Fortinet, Inc.
|
16,938 | $2,602,015 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269,299 | 16,631 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,672,666 | 21,251 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,833,596 | 21,205 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,947,432 | 21,237 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,121,563 | 21,222 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,295,795 | 21,819 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,043,126 | 25,928 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,448,960 | 19,491 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,822,773 | 19,472 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,037,160 | 19,472 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,762,800 | 19,472 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,587,162 | 19,472 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $207,217 | 2,988 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,679,092 | 19,470 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,770,361 | 25,909 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,473,842 | 25,916 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,340,998 | 25,896 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $3,935,527 | 26,070 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,844,111 | 26,070 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,181,757 | 26,046 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $6,667,285 | 27,249 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $6,006,497 | 27,249 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $6,928,330 | 27,249 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,827,840 | 27,252 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,786,046 | 28,897 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $3,532,947 | 28,897 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||