CVA Family Office, LLC

Family Office

Position in OKTA — Okta, Inc.

CIK 1802084 DENVER, CO

Position in OKTA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$37,387

+$18,891 QoQ

Shares Held

274

+16.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#671

of 816 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CVA Family Office, LLC holds $14,975,426 across 51 Software - Infrastructure names. OKTA ranks #16 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	28,073	$10,471,790
2	ORCL	Oracle Corp	10,103	$1,480,594
3	PLTR	Palantir Technologies Inc.	5,136	$599,217
4	CRWD	CrowdStrike Holdings, Inc.	3,092	$589,907
5	PANW	Palo Alto Networks Inc	1,164	$396,947
6	FTNT	Fortinet, Inc.	1,700	$261,154
7	SNPS	Synopsys Inc	400	$178,428
8	NET	Cloudflare, Inc.	489	$119,941

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,387	274	+16.6%	Shares	Sole	2026-08-07
2026-03-31	$18,496	235	+70.3%	Shares	Sole	2026-04-29
2025-12-31	$11,932	138	+5.3%	Shares	Sole	2026-01-12
2025-09-30	$12,012	131	-25.1%	Shares	Sole	2025-10-30
2025-06-30	$17,494	175	-11.6%	Shares	Sole	2025-07-31
2025-03-31	$20,833	198	+55.9%	Shares	Sole	2025-04-16
2024-12-31	$10,007	127	-15.3%	Shares	Sole	2025-01-07
2024-09-30	$11,151	150	+36.4%	Shares	Sole	2024-10-10
2024-06-30	$10,297	110	+4.8%	Shares	Sole	2024-07-10
2024-03-31	$10,985	105	0.0%	Shares	Sole	2024-04-10
2023-12-31	$9,505	105	0.0%	Shares	Sole	2024-01-16
2023-06-30	$7,281	105	0.0%	Shares	Sole	2023-07-10
2023-03-31	$9,055	105	0.0%	Shares	Sole	2023-04-27
2022-12-31	$7,174	105	+133.3%	Shares	Sole	2023-02-22
2022-09-30	$2,559	45	0.0%	Shares	Sole	2022-11-22
2022-06-30	$4,068	45	+28.6%	Shares	Sole	2022-07-11
2022-03-31	$5,283	35	—	Shares	Sole	2022-04-22
No filing history on record for this holder in this stock.