Position in OKTA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$429,681
+$154,196 QoQ
Shares Held
3,149
-10.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#500
of 816 holders
Holding Since
Jun 2021
9 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, 2026True Link Financial Advisors, LLC holds $1,415,945 across 2 Software - Infrastructure names. OKTA ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,644 | $986,264 | |
| 2 | OKTA |
Okta, Inc.
This page
|
3,149 | $429,681 |
All Filings in OKTA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,681 | 3,149 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $275,485 | 3,500 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $408,484 | 4,724 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $490,595 | 5,350 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $559,832 | 5,600 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $631,320 | 6,000 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $523,232 | 6,640 | Shares | Sole | 2025-01-16 | |
| 2021-09-30 | $1,898 | 8 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,957 | 8 | Shares | Sole | 2021-08-19 | |
| No filing history on record for this holder in this stock. | ||||||