Position in OKTA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$41,480
+$15,427 QoQ
Shares Held
304
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#669
of 816 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $13,170,379 across 43 Software - Infrastructure names. OKTA ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,265 | $8,305,290 | |
| 2 | FTNT |
Fortinet, Inc.
|
9,451 | $1,451,862 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
7,796 | $909,559 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
4,116 | $785,271 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,164 | $737,967 | |
| 6 | ORCL |
Oracle Corp
|
2,298 | $336,771 | |
| 7 | CRWV |
CoreWeave, Inc.
|
1,803 | $179,470 | |
| 8 | XYZ |
Block, Inc.
|
2,220 | $168,720 |
All Filings in OKTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,480 | 304 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $26,053 | 331 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $26,719 | 309 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||