Position in OKTA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$464,475
+$196,547 QoQ
Shares Held
3,404
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#493
of 821 holders
Holding Since
Mar 2020
24 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, 2026Waldron Private Wealth LLC holds $39,642,490 across 9 Software - Infrastructure names. OKTA ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
59,763 | $22,292,794 | |
| 2 | PANW |
Palo Alto Networks Inc
|
36,313 | $12,383,459 | |
| 3 | ORCL |
Oracle Corp
|
8,194 | $1,200,830 | |
| 4 | RBRK |
Rubrik, Inc.
|
14,041 | $1,127,211 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,670 | $1,011,528 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,835 | $589,132 | |
| 7 | FFIV |
F5, Inc.
|
1,205 | $501,231 | |
| 8 | OKTA |
Okta, Inc.
This page
|
3,404 | $464,475 |
All Filings in OKTA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,475 | 3,404 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $267,928 | 3,404 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $292,528 | 3,383 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $310,221 | 3,383 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $338,198 | 3,383 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $355,959 | 3,383 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $318,903 | 4,047 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $299,068 | 4,023 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $379,214 | 4,051 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $426,535 | 4,077 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $368,366 | 4,069 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $327,996 | 4,024 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $278,024 | 4,009 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $352,376 | 4,086 | Shares | Sole | 2024-08-29 | |
| 2022-06-30 | $323,089 | 3,574 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $528,510 | 3,501 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $777,421 | 3,468 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $821,196 | 3,460 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $846,592 | 3,460 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $779,220 | 3,535 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $900,080 | 3,540 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $757,029 | 3,540 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $708,814 | 3,540 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $434,878 | 3,557 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||