Position in OKTA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,093
+$2,519 QoQ
Shares Held
30
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#754
of 816 holders
Holding Since
Mar 2026
2 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, 2026Mosley Wealth Management holds $4,393,039 across 13 Software - Infrastructure names. OKTA ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,059 | $2,633,148 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,720 | $667,352 | |
| 3 | ORCL |
Oracle Corp
|
3,601 | $527,726 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,046 | $356,706 | |
| 5 | NET |
Cloudflare, Inc.
|
626 | $153,545 | |
| 6 | IOT |
Samsara Inc.
|
845 | $27,403 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
348 | $16,598 | |
| 8 | OKTA |
Okta, Inc.
This page
|
30 | $4,093 |
All Filings in OKTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,093 | 30 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,574 | 20 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||