Position in OKTA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,404,563
+$1,258,535 QoQ
Shares Held
24,951
-8.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#262
of 816 holders
Holding Since
Mar 2026
2 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $257,255,262 across 18 Software - Infrastructure names. OKTA ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
182,468 | $68,064,213 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
329,260 | $62,817,869 | |
| 3 | PANW |
Palo Alto Networks Inc
|
157,738 | $53,791,812 | |
| 4 | ORCL |
Oracle Corp
|
166,642 | $24,421,385 | |
| 5 | FTNT |
Fortinet, Inc.
|
108,044 | $16,597,719 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
109,173 | $12,737,213 | |
| 7 | RBRK |
Rubrik, Inc.
|
81,103 | $6,510,948 | |
| 8 | OKTA |
Okta, Inc.
This page
|
24,951 | $3,404,563 |
All Filings in OKTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,404,563 | 24,951 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,146,028 | 27,265 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||