Position in OKTA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$818
+$346 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#794
of 816 holders
Holding Since
Mar 2020
11 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, 2026Darwin Wealth Management, LLC holds $6,068,009 across 15 Software - Infrastructure names. OKTA ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,781 | $5,886,628 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
536 | $62,535 | |
| 3 | XYZ |
Block, Inc.
|
607 | $46,132 | |
| 4 | PANW |
Palo Alto Networks Inc
|
124 | $42,286 | |
| 5 | ORCL |
Oracle Corp
|
88 | $12,896 | |
| 6 | MDB |
MongoDB, Inc.
|
19 | $6,382 | |
| 7 | SNPS |
Synopsys Inc
|
9 | $4,014 | |
| 8 | TDC |
Teradata Corp /De/
|
74 | $2,564 |
All Filings in OKTA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818 | 6 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $472 | 6 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $518 | 6 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $550 | 6 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $599 | 6 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $631 | 6 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $472 | 6 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $446 | 6 | Shares | Sole | 2024-11-08 | |
| 2020-09-30 | $2,893,176 | 13,529 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,853,878 | 14,253 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $30,565 | 250 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||