Position in OKTA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,523,002
+$1,367,529 QoQ
Shares Held
25,819
-5.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#255
of 816 holders
Holding Since
Mar 2024
10 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, 2026LMG Wealth Partners, LLC holds $16,787,220 across 2 Software - Infrastructure names. OKTA ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,559 | $13,264,218 | |
| 2 | OKTA |
Okta, Inc.
This page
|
25,819 | $3,523,002 |
All Filings in OKTA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,523,002 | 25,819 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,155,473 | 27,385 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,248,047 | 25,998 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,251,601 | 24,554 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,327,301 | 23,280 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,443,524 | 23,223 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,773,551 | 22,507 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,452,083 | 19,533 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,137,829 | 12,155 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,128,954 | 10,791 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||