Occidental Asset Management, LLC

Position in OKTA — Okta, Inc.

CIK 1770994 Burlingame, CA

Position in OKTA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,489,068

+$1,878,337 QoQ

Shares Held

32,899

-0.8% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#243

of 821 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Occidental Asset Management, LLC holds $48,161,751 across 8 Software - Infrastructure names. OKTA ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	85,268	$31,806,669
2	NTAP	NetApp, Inc.	53,647	$8,302,409
3	OKTA	Okta, Inc. This page	32,899	$4,489,068
4	PANW	Palo Alto Networks Inc	3,301	$1,125,707
5	ORCL	Oracle Corp	6,329	$927,514
6	CRWD	CrowdStrike Holdings, Inc.	3,524	$672,326
7	PLTR	Palantir Technologies Inc.	4,318	$503,781
8	FTNT	Fortinet, Inc.	2,176	$334,277

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,489,068	32,899	-0.8%	Shares	Sole	2026-08-07
2026-03-31	$2,610,731	33,169	+0.2%	Shares	Sole	2026-04-16
2025-12-31	$2,863,021	33,110	+0.0%	Shares	Sole	2026-01-08
2025-09-30	$3,036,003	33,108	+0.0%	Shares	Sole	2025-10-29
2025-06-30	$3,309,506	33,105	0.0%	Shares	Sole	2025-07-14
2025-03-31	$3,483,308	33,105	-1.2%	Shares	Sole	2025-05-15
2024-12-31	$2,639,878	33,501	0.0%	Shares	Sole	2025-01-15
2024-09-30	$2,490,464	33,501	0.0%	Shares	Sole	2024-10-15
2024-06-30	$3,136,028	33,501	0.0%	Shares	Sole	2024-07-15
2024-03-31	$3,504,874	33,501	0.0%	Shares	Sole	2024-04-16
2023-12-31	$3,032,845	33,501	0.0%	Shares	Sole	2024-01-19
2023-09-30	$2,730,666	33,501	-8.0%	Shares	Sole	2023-10-18
2023-06-30	$2,524,409	36,401	0.0%	Shares	Sole	2023-07-12
2023-03-31	$3,139,222	36,401	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.