Position in OKTA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$661,509
+$203,890 QoQ
Shares Held
4,848
-16.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#445
of 816 holders
Holding Since
Mar 2022
11 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, 2026Aaron Wealth Advisors LLC holds $55,170,312 across 20 Software - Infrastructure names. OKTA ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
95,430 | $35,597,298 | |
| 2 | ORCL |
Oracle Corp
|
23,414 | $3,431,321 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
24,285 | $2,833,330 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,166 | $2,443,749 | |
| 5 | TWLO |
Twilio Inc
|
7,481 | $1,543,554 | |
| 6 | XYZ |
Block, Inc.
|
16,150 | $1,227,400 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,151 | $1,098,536 | |
| 8 | FFIV |
F5, Inc.
|
2,405 | $1,000,383 |
All Filings in OKTA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,509 | 4,848 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $457,619 | 5,814 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $331,266 | 3,831 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,316,353 | 14,355 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $434,569 | 4,347 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $522,838 | 4,969 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $272,805 | 3,462 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $254,168 | 3,419 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $268,847 | 2,872 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $231,210 | 2,210 | Shares | Sole | 2024-04-25 | |
| 2022-03-31 | $330,000 | 49,816 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||