NewEdge Wealth, LLC

Position in OKTA — Okta, Inc.

CIK 1861796 STAMFORD, CT

Position in OKTA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,226,811

-$197,005 QoQ

Shares Held

30,977

-44.9% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#245

of 816 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NewEdge Wealth, LLC holds $502,315,984 across 24 Software - Infrastructure names. OKTA ranks #10 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	808,107	$301,440,073
2	FTNT	Fortinet, Inc.	421,954	$64,820,573
3	CRWD	CrowdStrike Holdings, Inc.	199,172	$37,999,030
4	ORCL	Oracle Corp	209,571	$30,712,630
5	PANW	Palo Alto Networks Inc	56,508	$19,270,358
6	PLTR	Palantir Technologies Inc.	67,651	$7,892,842
7	S	SentinelOne, Inc.	387,500	$6,575,875
8	SAIL	SailPoint, Inc.	349,053	$5,110,135

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,226,811	30,977	-44.9%	Shares	Sole	2026-08-10
2026-03-31	$4,423,816	56,204	-26.1%	Shares	Sole	2026-05-13
2025-12-31	$6,576,389	76,054	-35.5%	Shares	Sole	2026-02-03
2025-09-30	$10,820,233	117,996	-26.4%	Shares	Sole	2025-11-07
2025-06-30	$16,026,690	160,315	-11.3%	Shares	Sole	2025-08-11
2025-03-31	$19,023,881	180,801	-35.1%	Shares	Sole	2025-05-09
2024-12-31	$21,955,807	278,627	-1.2%	Shares	Sole	2025-02-05
2024-09-30	$20,957,709	281,917	+28.4%	Shares	Sole	2024-11-12
2024-06-30	$20,554,228	219,573	+24.8%	Shares	Sole	2024-08-02
2024-03-31	$18,406,319	175,935	-3.7%	Shares	Sole	2024-05-06
2023-12-31	$16,545,081	182,758	+10.4%	Shares	Sole	2024-01-29
2023-09-30	$13,496,996	165,587	+17.9%	Shares	Sole	2023-11-08
2023-06-30	$9,738,473	140,425	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.