SWS Partners

Position in OKTA — Okta, Inc.

CIK 1731731 COLUMBUS, OH

Position in OKTA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$8,208,968

+$2,526,972 QoQ

Shares Held

60,161

-16.7% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

3.06%

of 13F equity value

Holder Rank

#181

of 816 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SWS Partners holds $22,598,606 across 5 Software - Infrastructure names. OKTA ranks #1 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc. This page	60,161	$8,208,968
2	XYZ	Block, Inc.	89,958	$6,836,808
3	NET	Cloudflare, Inc.	17,357	$4,257,324
4	ORCL	Oracle Corp	15,793	$2,314,464
5	MSFT	Microsoft Corp	2,630	$981,042

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,208,968	60,161	-16.7%	Shares	Sole	2026-08-03
2026-03-31	$5,681,996	72,189	+69.7%	Shares	Sole	2026-04-21
2025-12-31	$3,678,001	42,535	+14.6%	Shares	Sole	2026-01-16
2025-09-30	$3,402,070	37,100	+22.6%	Shares	Sole	2025-10-16
2025-06-30	$3,023,992	30,249	+3.2%	Shares	Sole	2025-07-17
2025-03-31	$3,084,313	29,313	-34.7%	Shares	Sole	2025-05-27
2024-12-31	$3,539,380	44,916	+38.3%	Shares	Sole	2025-02-06
2024-09-30	$2,415,009	32,486	+31.8%	Shares	Sole	2024-10-15
2024-06-30	$2,307,299	24,648	+1.4%	Shares	Sole	2024-07-17
2024-03-31	$2,543,626	24,313	-1.3%	Shares	Sole	2024-04-30
2023-12-31	$2,229,844	24,631	+45.0%	Shares	Sole	2024-02-13
2023-09-30	$1,385,017	16,992	—	Shares	Sole	2023-11-09
No filing history on record for this holder in this stock.