Robertson Stephens Wealth Management, LLC
Position in OKTA — Okta, Inc.
CIK 1767307
San Francisco, CA
Position in OKTA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,000,042
+$428,136 QoQ
Shares Held
7,329
+0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#394
of 816 holders
Holding Since
Dec 2025
3 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, 2026Robertson Stephens Wealth Management, LLC holds $73,611,884 across 13 Software - Infrastructure names. OKTA ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
156,449 | $58,358,605 | |
| 2 | ORCL |
Oracle Corp
|
40,483 | $5,932,783 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,921 | $2,019,179 | |
| 4 | TWLO |
Twilio Inc
|
6,100 | $1,258,613 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
8,121 | $1,067,343 | |
| 6 | OKTA |
Okta, Inc.
This page
|
7,329 | $1,000,042 | |
| 7 | RDWR |
Radware Ltd
|
29,100 | $898,026 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
4,140 | $789,849 |
All Filings in OKTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,042 | 7,329 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $571,906 | 7,266 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $612,553 | 7,084 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||