Position in OKTA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,572,586
+$604,847 QoQ
Shares Held
11,525
-6.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#350
of 821 holders
Holding Since
Dec 2020
6 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, 2026Arkadios Wealth Advisors holds $182,686,994 across 28 Software - Infrastructure names. OKTA ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,396 | $90,418,555 | |
| 2 | PANW |
Palo Alto Networks Inc
|
63,860 | $21,777,536 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
182,940 | $21,343,609 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
63,740 | $12,160,635 | |
| 5 | ORCL |
Oracle Corp
|
56,791 | $8,322,720 | |
| 6 | FTNT |
Fortinet, Inc.
|
29,935 | $4,598,614 | |
| 7 | NTAP |
NetApp, Inc.
|
24,607 | $3,808,178 | |
| 8 | CRWV |
CoreWeave, Inc.
|
34,373 | $3,421,487 |
All Filings in OKTA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,572,586 | 11,525 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $967,739 | 12,295 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $455,436 | 5,267 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $477,848 | 5,211 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $501,249 | 5,014 | Shares | Sole | 2025-08-04 | |
| 2020-12-31 | $29,748 | 117 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||