Position in OKTA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$243,686
-$22,555 QoQ
Shares Held
3,096
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Arista Wealth Management, LLC holds $13,176,995 across 8 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
24,924 | $9,297,150 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,452 | $1,177,201 | |
| 3 | ORCL |
Oracle Corp
|
6,447 | $944,807 | |
| 4 | SNPS |
Synopsys Inc
|
1,000 | $446,070 | |
| 5 | XYZ |
Block, Inc.
|
5,500 | $418,000 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,208 | $374,277 | |
| 7 | TOST |
Toast, Inc.
|
10,052 | $279,646 | |
| 8 | PAYS |
Paysign, Inc.
|
29,285 | $239,844 |
All Filings in OKTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,686 | 3,096 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $266,241 | 3,079 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||