Selective Wealth Management, Inc.

Position in OKTA — Okta, Inc.

CIK 1755670 FOREST, VA

Position in OKTA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,040,148

+$1,678,691 QoQ

Shares Held

29,609

-1.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

5.61%

of 13F equity value

Holder Rank

#251

of 821 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Technology · as of Jun 30, 2026

Selective Wealth Management, Inc. holds $10,497,574 across 4 Software - Infrastructure names. OKTA ranks #1 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc. This page	29,609	$4,040,148
2	GTLB	Gitlab Inc.	89,159	$2,722,024
3	MSFT	Microsoft Corp	5,205	$1,941,569
4	TWLO	Twilio Inc	8,694	$1,793,833

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,040,148	29,609	-1.3%	Shares	Sole	2026-07-20
2026-03-31	$2,361,457	30,002	-10.2%	Shares	Sole	2026-04-30
2025-12-31	$2,887,579	33,394	-5.0%	Shares	Sole	2026-01-16
2025-09-30	$3,224,538	35,164	-3.2%	Shares	Sole	2025-10-10
2025-06-30	$3,631,610	36,327	-3.2%	Shares	Sole	2025-07-10
2025-03-31	$3,947,223	37,514	-1.2%	Shares	Sole	2025-04-14
2024-12-31	$2,992,824	37,980	-7.6%	Shares	Sole	2025-01-15
2024-09-30	$3,056,637	41,117	-6.7%	Shares	Sole	2024-10-09
2024-06-30	$4,125,486	44,071	-7.3%	Shares	Sole	2024-07-10
2024-03-31	$4,974,785	47,551	-4.1%	Shares	Sole	2024-04-11
2023-12-31	$4,487,209	49,566	-7.1%	Shares	Sole	2024-01-05
2023-09-30	$4,349,618	53,363	-8.5%	Shares	Sole	2023-10-10
2023-06-30	$4,045,879	58,340	-5.6%	Shares	Sole	2023-07-11
2022-12-31	$4,224,980	61,832	-16.4%	Shares	Sole	2023-01-23
2022-09-30	$4,208,152	73,996	+1.5%	Shares	Sole	2022-10-21
2022-06-30	$6,590,521	72,904	+72804.0%	Shares	Sole	2022-07-28
2022-03-31	$15,096	100	0.0%	Shares	Sole	2022-04-20
2021-12-31	$22,417	100	0.0%	Shares	Sole	2022-01-18
2021-09-30	$23,734	100	0.0%	Shares	Sole	2021-10-27
2021-06-30	$24,468	100	—	Shares	Sole	2021-08-04
No filing history on record for this holder in this stock.