INSPIRION WEALTH ADVISORS, LLC

Position in OKTA — Okta, Inc.

CIK 1633448 LIBERTYVILLE, IL

Position in OKTA

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$240,152

-$20,122 QoQ

Shares Held

1,760

-41.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#597

of 816 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

INSPIRION WEALTH ADVISORS, LLC holds $5,022,524 across 7 Software - Infrastructure names. OKTA ranks #6 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	6,271	$2,339,208
2	ZS	Zscaler, Inc.	8,396	$1,185,095
3	ORCL	Oracle Corp	2,735	$400,814
4	VRSN	Verisign Inc/Ca	1,500	$377,340
5	PANW	Palo Alto Networks Inc	727	$247,921
6	OKTA	Okta, Inc. This page	1,760	$240,152
7	CRWD	CrowdStrike Holdings, Inc.	4,864	$231,994

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,152	1,760	-41.5%	Shares	Sole	2026-07-07
2025-12-31	$260,274	3,010	-0.2%	Shares	Sole	2026-01-09
2025-09-30	$276,475	3,015	+0.2%	Shares	Sole	2025-10-06
2025-06-30	$300,909	3,010	0.0%	Shares	Sole	2025-07-09
2025-03-31	$316,712	3,010	-0.2%	Shares	Sole	2025-04-09
2024-12-31	$237,582	3,015	0.0%	Shares	Sole	2025-01-15
2024-09-30	$224,135	3,015	0.0%	Shares	Sole	2024-10-04
2024-06-30	$282,234	3,015	0.0%	Shares	Sole	2024-07-12
2024-03-31	$315,429	3,015	0.0%	Shares	Sole	2024-04-12
2023-12-31	$272,947	3,015	-11.1%	Shares	Sole	2024-01-10
2023-09-30	$276,318	3,390	0.0%	Shares	Sole	2023-10-13
2023-06-30	$235,096	3,390	+42.7%	Shares	Sole	2023-07-20
2023-03-31	$204,820	2,375	—	Shares	Sole	2023-04-07
No filing history on record for this holder in this stock.