Position in OKTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,001
+$840 QoQ
Shares Held
22
-12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#768
of 821 holders
Holding Since
Mar 2021
8 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, 2026Prestige Wealth Management Group LLC holds $11,690,686 across 26 Software - Infrastructure names. OKTA ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,555 | $9,532,525 | |
| 2 | ORCL |
Oracle Corp
|
12,691 | $1,859,865 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
404 | $77,076 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
487 | $56,818 | |
| 5 | PANW |
Palo Alto Networks Inc
|
136 | $46,378 | |
| 6 | FTNT |
Fortinet, Inc.
|
200 | $30,723 | |
| 7 | AKAM |
Akamai Technologies Inc
|
210 | $24,824 | |
| 8 | VRSN |
Verisign Inc/Ca
|
48 | $12,074 |
All Filings in OKTA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,001 | 22 | Shares | Other | 2026-08-14 | |
| 2025-12-31 | $2,161 | 25 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $799 | 8 | Shares | Other | 2026-02-20 | |
| 2022-03-31 | $2,415 | 16 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $3,586 | 16 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $3,797 | 16 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $3,914 | 16 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $2,424 | 11 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||