Position in OKTA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$639,404
+$168,402 QoQ
Shares Held
4,686
-14.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#19
of 48 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GK Wealth Management LLC holds $1,760,839 across 5 Software - Infrastructure names. OKTA ranks #2 (36.3% of the industry book) .
All Filings in OKTA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,404 | 4,686 | Shares | Defined | 2026-07-07 | |
| 2025-12-31 | $471,002 | 5,447 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $479,591 | 5,230 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $497,450 | 4,976 | Shares | Defined | 2025-07-08 | |
| 2025-03-31 | $403,834 | 3,838 | Shares | Defined | 2025-07-08 | |
| 2024-12-31 | $266,344 | 3,380 | Shares | Defined | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||