Position in OKTA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,003
+$4,351 QoQ
Shares Held
44
+109.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#737
of 816 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $1,064,920 across 42 Software - Infrastructure names. OKTA ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,907 | $711,349 | |
| 2 | PANW |
Palo Alto Networks Inc
|
260 | $88,665 | |
| 3 | ORCL |
Oracle Corp
|
414 | $60,671 | |
| 4 | FTNT |
Fortinet, Inc.
|
256 | $39,326 | |
| 5 | NET |
Cloudflare, Inc.
|
94 | $23,056 | |
| 6 | SNPS |
Synopsys Inc
|
50 | $22,303 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
149 | $17,383 | |
| 8 | VRSN |
Verisign Inc/Ca
|
65 | $16,351 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,003 | 44 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,652 | 21 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,729 | 20 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $2,017 | 22 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,199 | 12 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,262 | 12 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $945 | 12 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $892 | 12 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,123 | 12 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,255 | 12 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,086 | 12 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $978 | 12 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $832 | 12 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,034 | 12 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $819 | 12 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $682 | 12 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,084 | 12 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $2,868 | 19 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $5,155 | 23 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $5,458 | 23 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $5,627 | 23 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $13,005 | 59 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $14,492 | 57 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $15,824 | 74 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $23,627 | 118 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $13,937 | 114 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||