Opes Wealth Management LLC

Position in OKTA — Okta, Inc.

CIK 1766918 MENLO PARK, CA

Position in OKTA

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$241,797

-$19,774 QoQ

Shares Held

3,072

+1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Opes Wealth Management LLC holds $5,280,024 across 5 Software - Infrastructure names. OKTA ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,452	$3,869,016
2	AKAM	Akamai Technologies Inc	4,434	$509,244
3	PLTR	Palantir Technologies Inc.	2,921	$427,283
4	OKTA	Okta, Inc. This page	3,072	$241,797
5	CRWD	CrowdStrike Holdings, Inc.	2,384	$232,684

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$241,797	3,072	+1.6%	Shares	Sole	2026-04-29
2025-12-31	$261,571	3,025	+0.5%	Shares	Sole	2026-02-02
2025-09-30	$276,017	3,010	0.0%	Shares	Sole	2025-11-24
2025-06-30	$300,909	3,010	-3.4%	Shares	Sole	2025-07-31
2025-03-31	$327,760	3,115	+1.8%	Shares	Sole	2025-05-06
2024-12-31	$241,128	3,060	-0.2%	Shares	Sole	2025-01-30
2024-09-30	$227,852	3,065	-1.2%	Shares	Sole	2024-10-29
2024-06-30	$290,471	3,103	+2.7%	Shares	Sole	2024-08-05
2024-03-31	$315,952	3,020	+0.2%	Shares	Sole	2024-05-03
2023-12-31	$272,947	3,015	+0.2%	Shares	Sole	2024-01-31
2023-09-30	$245,345	3,010	0.0%	Shares	Sole	2023-11-03
2023-06-30	$208,743	3,010	0.0%	Shares	Sole	2023-08-03
2023-03-31	$259,582	3,010	0.0%	Shares	Sole	2023-05-02
2022-12-31	$205,673	3,010	+46.8%	Shares	Sole	2023-01-31
2022-03-31	$309,468	2,050	0.0%	Shares	Sole	2022-05-05
2021-12-31	$459,548	2,050	0.0%	Shares	Sole	2022-01-31
2021-09-30	$486,547	2,050	0.0%	Shares	Sole	2021-10-29
2021-06-30	$501,594	2,050	0.0%	Shares	Sole	2021-08-03
2021-03-31	$451,881	2,050	0.0%	Shares	Sole	2021-05-10
2020-12-31	$521,233	2,050	0.0%	Shares	Sole	2021-01-29
2020-09-30	$438,392	2,050	0.0%	Shares	Sole	2020-11-09
2020-06-30	$410,471	2,050	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.