Resonant Capital Advisors, LLC

Position in OKTA — Okta, Inc.

CIK 1803236 Madison, WI

Position in OKTA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$720,592

+$286,035 QoQ

Shares Held

5,281

-4.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#434

of 816 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $32,420,204 across 13 Software - Infrastructure names. OKTA ranks #7 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	47,447	$17,698,679
2	PANW	Palo Alto Networks Inc	19,256	$6,566,681
3	ORCL	Oracle Corp	13,513	$1,980,330
4	CHKP	Check Point Software Technologies Ltd	11,794	$1,550,085
5	PLTR	Palantir Technologies Inc.	7,373	$860,207
6	NTAP	NetApp, Inc.	4,822	$746,252
7	OKTA	Okta, Inc. This page	5,281	$720,592
8	FTNT	Fortinet, Inc.	4,313	$662,563

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$720,592	5,281	-4.3%	Shares	Sole	2026-07-27
2026-03-31	$434,557	5,521	+8.3%	Shares	Sole	2026-04-29
2025-12-31	$440,997	5,100	+10.0%	Shares	Sole	2026-01-29
2025-09-30	$425,029	4,635	-2.9%	Shares	Sole	2025-10-29
2025-06-30	$476,956	4,771	+7.5%	Shares	Sole	2025-07-31
2025-03-31	$466,861	4,437	+10.2%	Shares	Sole	2025-04-28
2024-12-31	$317,248	4,026	+1.2%	Shares	Sole	2025-01-24
2024-09-30	$295,724	3,978	+7.7%	Shares	Sole	2024-10-18
2024-06-30	$345,888	3,695	-0.2%	Shares	Sole	2024-08-01
2024-03-31	$387,512	3,704	+8.7%	Shares	Sole	2024-05-01
2023-12-31	$308,345	3,406	—	Shares	Sole	2024-01-31
No filing history on record for this holder in this stock.