Position in OKTA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$649,092
+$391,396 QoQ
Shares Held
4,757
+45.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#447
of 816 holders
Holding Since
Sep 2025
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, 2026Revisor Wealth Management LLC holds $12,493,985 across 7 Software - Infrastructure names. OKTA ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
24,679 | $9,205,760 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
9,814 | $1,144,999 | |
| 3 | OKTA |
Okta, Inc.
This page
|
4,757 | $649,092 | |
| 4 | ORCL |
Oracle Corp
|
4,199 | $615,363 | |
| 5 | NET |
Cloudflare, Inc.
|
1,390 | $340,939 | |
| 6 | TWLO |
Twilio Inc
|
1,526 | $314,859 | |
| 7 | RXT |
Rackspace Technology, Inc.
|
34,146 | $222,973 |
All Filings in OKTA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,092 | 4,757 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $257,696 | 3,274 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $349,944 | 4,047 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $229,800 | 2,506 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||