Position in OKTA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$341,125
+$124,950 QoQ
Shares Held
2,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#554
of 816 holders
Holding Since
Sep 2025
3 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, 2026CURA WEALTH ADVISORS, LLC holds $6,255,843 across 7 Software - Infrastructure names. OKTA ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,626 | $2,471,630 | |
| 2 | ORCL |
Oracle Corp
|
7,048 | $1,032,884 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,733 | $932,007 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
7,926 | $924,726 | |
| 5 | OKTA |
Okta, Inc.
This page
|
2,500 | $341,125 | |
| 6 | RBRK |
Rubrik, Inc.
|
4,090 | $328,345 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,180 | $225,126 |
All Filings in OKTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,125 | 2,500 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $216,175 | 2,500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $229,250 | 2,500 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||