Commonwealth Retirement Investments LLC
PensionPosition in OKTA — Okta, Inc.
CIK 1963787
RICHMOND, VA
Position in OKTA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,140
New position
Shares Held
45
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#735
of 816 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Commonwealth Retirement Investments LLC holds $13,089,186 across 9 Software - Infrastructure names. OKTA ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
34,705 | $12,945,659 | |
| 2 | ORCL |
Oracle Corp
|
668 | $97,895 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
148 | $17,267 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19 | $6,479 | |
| 5 | OKTA |
Okta, Inc.
This page
|
45 | $6,140 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
32 | $6,105 | |
| 7 | NET |
Cloudflare, Inc.
|
16 | $3,924 | |
| 8 | ZS |
Zscaler, Inc.
|
25 | $3,528 |
All Filings in OKTA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,140 | 45 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||