Connecticut Wealth Management, LLC

Position in OKTA — Okta, Inc.

CIK 1689829 FARMINGTON, CT

Position in OKTA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$298,143

New position

Shares Held

2,185

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#573

of 821 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $20,196,456 across 5 Software - Infrastructure names. OKTA ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	47,090	$17,565,511
2	ORCL	Oracle Corp	11,100	$1,626,705
3	PLTR	Palantir Technologies Inc.	3,059	$356,893
4	PANW	Palo Alto Networks Inc	1,024	$349,204
5	OKTA	Okta, Inc. This page	2,185	$298,143

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,143	2,185	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.