Position in OKTA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$275,485
-$156,865 QoQ
Shares Held
3,500
-30.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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, 2026Alpha Wealth Funds, LLC holds $474,380 across 1 Software - Infrastructure name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
4,066 | $474,380 |
All Filings in OKTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,485 | 3,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $432,350 | 5,000 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||