Position in OKTA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$86,918
+$47,327 QoQ
Shares Held
637
+26.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#646
of 816 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Spire Wealth Management holds $95,301,236 across 40 Software - Infrastructure names. OKTA ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
131,257 | $48,961,485 | |
| 2 | PANW |
Palo Alto Networks Inc
|
64,370 | $21,951,456 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
68,847 | $8,032,379 | |
| 4 | TWLO |
Twilio Inc
|
29,172 | $6,019,058 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
22,431 | $3,522,339 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
53,304 | $2,542,400 | |
| 7 | ORCL |
Oracle Corp
|
12,550 | $1,839,202 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,558 | $546,579 |
All Filings in OKTA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,918 | 637 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $39,591 | 503 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $43,667 | 505 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $35,396 | 386 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $404,978 | 4,051 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $32,618 | 310 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $188,332 | 2,390 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $22,302 | 300 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $28,083 | 300 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $52,937 | 506 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $53,865 | 595 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $83,140 | 1,020 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $79,197 | 1,142 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $99,779 | 1,157 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $77,212 | 1,130 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $76,262 | 1,341 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $152,324 | 1,685 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $935,348 | 6,196 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,526,149 | 6,808 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,620,557 | 6,828 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,755,579 | 7,175 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,066,310 | 9,374 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||