Position in OKTA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$409
+$173 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 231 holders
Holding Since
Dec 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, 2026Beaird Harris Wealth Management, LLC holds $2,891,693 across 12 Software - Infrastructure names. OKTA ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,183 | $2,306,382 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,891 | $453,962 | |
| 3 | PANW |
Palo Alto Networks Inc
|
372 | $126,859 | |
| 4 | PATH |
UiPath, Inc.
|
150 | $1,630 | |
| 5 | NET |
Cloudflare, Inc.
|
3 | $735 | |
| 6 | GDDY |
GoDaddy Inc.
|
8 | $679 | |
| 7 | SNPS |
Synopsys Inc
|
1 | $446 | |
| 8 | OKTA |
Okta, Inc.
This page
|
3 | $409 |
All Filings in OKTA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409 | 3 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $236 | 3 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $259 | 3 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $275 | 3 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $499 | 5 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-08-15 | |
| 2022-12-31 | $3,006 | 44 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $452 | 3 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $672 | 3 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||