Position in OKTA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$405,356
+$72,447 QoQ
Shares Held
5,150
+33.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 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, 2026SkyOak Wealth, LLC holds $10,121,385 across 8 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,876 | $5,549,045 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
8,682 | $1,012,928 | |
| 3 | ORCL |
Oracle Corp
|
6,200 | $908,610 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
4,708 | $898,215 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,590 | $883,241 | |
| 6 | FFIV |
F5, Inc.
|
974 | $405,145 | |
| 7 | TWLO |
Twilio Inc
|
1,133 | $233,771 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,500 | $230,430 |
All Filings in OKTA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $405,356 | 5,150 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $332,909 | 3,850 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $314,905 | 3,150 | Shares | Sole | 2025-07-30 | |
| 2021-12-31 | $227,532 | 1,015 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $478,240 | 2,015 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $493,030 | 2,015 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $444,166 | 2,015 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $519,961 | 2,045 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $758,098 | 3,545 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,009,559 | 5,042 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $294,768 | 2,411 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||