Position in OKTA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$691,801
+$280,935 QoQ
Shares Held
5,070
-2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#440
of 816 holders
Holding Since
Mar 2026
2 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, 2026Cornerstone Wealth Management, LLC holds $41,457,265 across 16 Software - Infrastructure names. OKTA ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
82,562 | $30,797,277 | |
| 2 | ORCL |
Oracle Corp
|
17,094 | $2,505,125 | |
| 3 | PANW |
Palo Alto Networks Inc
|
7,059 | $2,407,260 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
16,327 | $1,904,871 | |
| 5 | OKTA |
Okta, Inc.
This page
|
5,070 | $691,801 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
12,316 | $587,427 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,425 | $526,148 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,848 | $383,029 |
All Filings in OKTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,801 | 5,070 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $410,866 | 5,220 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||