Position in OKTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$322,704
-$81,110 QoQ
Shares Held
2,365
-49.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#563
of 816 holders
Holding Since
Jun 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, 2026GDS Wealth Management holds $125,444,995 across 9 Software - Infrastructure names. OKTA ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNPS |
Synopsys Inc
|
66,287 | $29,568,642 | |
| 2 | MSFT |
Microsoft Corp
|
75,068 | $28,001,865 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
132,172 | $25,216,435 | |
| 4 | FTNT |
Fortinet, Inc.
|
134,965 | $20,733,323 | |
| 5 | FLYW |
Flywire Corp
|
1,055,553 | $18,546,066 | |
| 6 | PANW |
Palo Alto Networks Inc
|
5,403 | $1,842,531 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
6,538 | $762,788 | |
| 8 | ORCL |
Oracle Corp
|
3,075 | $450,641 |
All Filings in OKTA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,704 | 2,365 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $403,814 | 4,670 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $428,239 | 4,670 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $899,730 | 9,000 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||