Position in OKTA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$593,966
+$254,805 QoQ
Shares Held
4,353
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#456
of 803 holders
Holding Since
Jun 2020
17 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, 2026Composition Wealth, LLC holds $202,031,125 across 16 Software - Infrastructure names. OKTA ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
451,467 | $168,406,220 | |
| 2 | PANW |
Palo Alto Networks Inc
|
27,769 | $9,469,784 | |
| 3 | ORCL |
Oracle Corp
|
59,778 | $8,760,465 | |
| 4 | TOST |
Toast, Inc.
|
193,794 | $5,391,349 | |
| 5 | TWLO |
Twilio Inc
|
12,033 | $2,482,768 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
21,062 | $2,457,303 | |
| 7 | NET |
Cloudflare, Inc.
|
5,693 | $1,396,379 | |
| 8 | OKTA |
Okta, Inc.
This page
|
4,353 | $593,966 |
All Filings in OKTA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,966 | 4,353 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $339,161 | 4,309 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $369,572 | 4,274 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $387,065 | 4,221 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $417,774 | 4,179 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $440,871 | 4,190 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $322,764 | 4,096 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $302,117 | 4,064 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $380,431 | 4,064 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $435,637 | 4,164 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $448,576 | 4,955 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $330,523 | 4,055 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $284,612 | 4,104 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $353,066 | 4,094 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $277,078 | 4,055 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $229,129 | 4,029 | Shares | Sole | 2022-10-24 | |
| 2020-06-30 | $2,579,362 | 12,882 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||