Kingsview Wealth Management, LLC

Position in OKTA — Okta, Inc.

CIK 1791965 GRANTS PASS, OR

Position in OKTA

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$326,388

+$14,461 QoQ

Shares Held

2,392

-39.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#563

of 821 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $200,059,155 across 18 Software - Infrastructure names. OKTA ranks #15 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	262,425	$97,889,773
2	PLTR	Palantir Technologies Inc.	431,899	$50,389,655
3	ORCL	Oracle Corp	151,984	$22,273,255
4	CRWD	CrowdStrike Holdings, Inc.	50,540	$9,642,273
5	PANW	Palo Alto Networks Inc	20,822	$7,100,718
6	DOX	Amdocs Ltd	71,823	$3,629,933
7	CRWV	CoreWeave, Inc.	18,039	$1,795,602
8	FTNT	Fortinet, Inc.	9,389	$1,442,338

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,388	2,392	-39.6%	Shares	Sole	2026-08-19
2026-03-31	$311,927	3,963	+61.6%	Shares	Sole	2026-05-12
2025-12-31	$212,110	2,453	+12.2%	Shares	Sole	2026-02-09
2025-09-30	$200,456	2,186	+53.7%	Shares	Sole	2025-11-12
2022-03-31	$214,665	1,422	-2.7%	Shares	Sole	2024-02-08
2021-12-31	$327,512	1,461	-2.9%	Shares	Sole	2022-02-17
2021-09-30	$356,959	1,504	-6.2%	Shares	Sole	2021-12-03
2021-06-30	$392,222	1,603	+3.8%	Shares	Sole	2021-08-17
2021-03-31	$340,564	1,545	+5.2%	Shares	Sole	2021-05-24
2020-12-31	$373,507	1,469	-14.2%	Shares	Sole	2021-02-16
2020-09-30	$366,325	1,713	-44.1%	Shares	Sole	2020-11-19
2020-06-30	$613,905	3,066	+73.0%	Shares	Sole	2020-08-14
2020-03-31	$216,644	1,772	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.