Position in OKTA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$901,388
+$192,369 QoQ
Shares Held
6,606
-26.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#409
of 821 holders
Holding Since
Dec 2022
4 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, 2026Accurate Wealth Management, LLC holds $29,884,794 across 9 Software - Infrastructure names. OKTA ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
43,630 | $16,274,862 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
26,852 | $3,132,822 | |
| 3 | ORCL |
Oracle Corp
|
19,604 | $2,872,966 | |
| 4 | XYZ |
Block, Inc.
|
34,264 | $2,604,064 | |
| 5 | FTNT |
Fortinet, Inc.
|
11,340 | $1,742,050 | |
| 6 | PANW |
Palo Alto Networks Inc
|
4,827 | $1,646,103 | |
| 7 | OKTA |
Okta, Inc.
This page
|
6,606 | $901,388 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
7,820 | $372,984 |
All Filings in OKTA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $901,388 | 6,606 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $709,019 | 9,008 | Shares | Sole | 2026-04-23 | |
| 2025-03-31 | $901,840 | 8,571 | Shares | Sole | 2025-04-15 | |
| 2022-12-31 | $5,808 | 85 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||