Position in OKTA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$85,281
-$13,106 QoQ
Shares Held
625
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#648
of 816 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $13,597,865 across 15 Software - Infrastructure names. OKTA ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,765 | $9,983,880 | |
| 2 | FTNT |
Fortinet, Inc.
|
5,240 | $804,968 | |
| 3 | ORCL |
Oracle Corp
|
4,367 | $639,983 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,047 | $588,833 | |
| 5 | CRWV |
CoreWeave, Inc.
|
5,199 | $517,508 | |
| 6 | PANW |
Palo Alto Networks Inc
|
904 | $308,282 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,800 | $228,942 | |
| 8 | NTAP |
NetApp, Inc.
|
945 | $146,248 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,281 | 625 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $98,387 | 1,250 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $108,087 | 1,250 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $114,625 | 1,250 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $124,962 | 1,250 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $131,525 | 1,250 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $98,578 | 1,251 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $92,925 | 1,250 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $117,012 | 1,250 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $130,775 | 1,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $113,162 | 1,250 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $101,887 | 1,250 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $86,687 | 1,250 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $107,800 | 1,250 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $85,412 | 1,250 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $78,025 | 1,372 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $124,028 | 1,372 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $206,513 | 1,368 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $305,992 | 1,365 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $354,111 | 1,492 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $363,594 | 1,486 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $308,602 | 1,400 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $355,964 | 1,400 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $299,390 | 1,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $280,322 | 1,400 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $171,164 | 1,400 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||