Position in OKTA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$209,723
-$10,081 QoQ
Shares Held
1,537
-35.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#624
of 821 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $59,981,681 across 14 Software - Infrastructure names. OKTA ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
96,066 | $35,834,539 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
96,574 | $11,267,288 | |
| 3 | ORCL |
Oracle Corp
|
29,634 | $4,342,862 | |
| 4 | PANW |
Palo Alto Networks Inc
|
9,224 | $3,145,568 | |
| 5 | NET |
Cloudflare, Inc.
|
4,487 | $1,100,571 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
22,068 | $1,052,560 | |
| 7 | CRWV |
CoreWeave, Inc.
|
7,909 | $787,261 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,154 | $484,517 |
All Filings in OKTA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,723 | 1,537 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $219,804 | 2,397 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $206,937 | 2,070 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $251,791 | 2,393 | Shares | Sole | 2025-07-25 | |
| 2024-06-30 | $245,632 | 2,624 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $243,346 | 2,326 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $289,062 | 3,193 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $222,522 | 2,730 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||