Position in OKTA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,138
+$1,328 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#761
of 816 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $663,786 across 12 Software - Infrastructure names. OKTA ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,462 | $545,355 | |
| 2 | ORCL |
Oracle Corp
|
294 | $43,085 | |
| 3 | FTNT |
Fortinet, Inc.
|
143 | $21,967 | |
| 4 | PANW |
Palo Alto Networks Inc
|
61 | $20,802 | |
| 5 | TWLO |
Twilio Inc
|
39 | $8,046 | |
| 6 | SNPS |
Synopsys Inc
|
14 | $6,244 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
128 | $6,105 | |
| 8 | VRSN |
Verisign Inc/Ca
|
20 | $5,031 |
All Filings in OKTA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,138 | 23 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,810 | 23 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,988 | 23 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,109 | 23 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,299 | 23 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,420 | 23 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,812 | 23 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,709 | 23 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,778 | 19 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,987 | 19 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,720 | 19 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||