Position in OKTA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$19,921
+$8,430 QoQ
Shares Held
146
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#695
of 816 holders
Holding Since
Jun 2021
21 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, 2026WOLFF WIESE MAGANA LLC holds $7,500,343 across 26 Software - Infrastructure names. OKTA ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,195 | $4,548,978 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,524 | $1,883,794 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
7,896 | $376,609 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,738 | $202,772 | |
| 5 | ORCL |
Oracle Corp
|
1,236 | $181,135 | |
| 6 | TOST |
Toast, Inc.
|
3,025 | $84,155 | |
| 7 | NET |
Cloudflare, Inc.
|
245 | $60,093 | |
| 8 | TWLO |
Twilio Inc
|
243 | $50,138 |
All Filings in OKTA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,921 | 146 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $11,491 | 146 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,624 | 146 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $13,388 | 146 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $14,595 | 146 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $25,884 | 246 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,249 | 92 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,170 | 83 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,769 | 83 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,683 | 83 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $16,748 | 185 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $15,079 | 185 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,872 | 27 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,328 | 27 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,844 | 27 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,251 | 22 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,988 | 22 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,321 | 22 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,931 | 22 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $5,221 | 22 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,382 | 22 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||