Position in OKTA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$85,827
+$85,040 QoQ
Shares Held
629
+6190.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#647
of 816 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Golden State Wealth Management, LLC holds $15,168,982 across 26 Software - Infrastructure names. OKTA ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,778 | $8,123,629 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,663 | $2,954,256 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,836 | $2,547,606 | |
| 4 | ORCL |
Oracle Corp
|
3,189 | $467,347 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,144 | $340,741 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,639 | $163,146 | |
| 7 | INFQ |
Infleqtion, Inc.
|
8,688 | $115,724 | |
| 8 | TWLO |
Twilio Inc
|
437 | $90,166 |
All Filings in OKTA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,827 | 629 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $787 | 10 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,767 | 32 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,548 | 693 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $85,774 | 858 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $33,986 | 323 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $23,718 | 301 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||