Position in OKTA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$218,729
-$15,777 QoQ
Shares Held
1,603
-40.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#614
of 821 holders
Holding Since
Dec 2024
6 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, 2026Octavia Wealth Advisors, LLC holds $12,231,487 across 6 Software - Infrastructure names. OKTA ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,711 | $8,098,637 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
21,878 | $2,552,506 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,018 | $688,178 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,756 | $369,932 | |
| 5 | ORCL |
Oracle Corp
|
2,071 | $303,505 | |
| 6 | OKTA |
Okta, Inc.
This page
|
1,603 | $218,729 |
All Filings in OKTA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,729 | 1,603 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $234,506 | 2,712 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $400,453 | 4,367 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $286,613 | 2,867 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $459,495 | 4,367 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $317,958 | 4,035 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||