Position in OKTA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$495,177
New position
Shares Held
3,629
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#486
of 816 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Savvy Advisors, Inc. holds $86,301,687 across 23 Software - Infrastructure names. OKTA ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
151,539 | $56,527,077 | |
| 2 | PANW |
Palo Alto Networks Inc
|
22,333 | $7,615,999 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
62,802 | $7,327,109 | |
| 4 | ORCL |
Oracle Corp
|
26,747 | $3,919,772 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
18,856 | $3,597,441 | |
| 6 | FTNT |
Fortinet, Inc.
|
10,610 | $1,629,908 | |
| 7 | NET |
Cloudflare, Inc.
|
2,693 | $660,539 | |
| 8 | CRWV |
CoreWeave, Inc.
|
5,132 | $510,839 |
All Filings in OKTA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,177 | 3,629 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||