Finivi Inc.

Position in OKTA — Okta, Inc.

CIK 2101641 WESTBOROUGH, MA

Position in OKTA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$404,301

+$149,124 QoQ

Shares Held

2,963

-8.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#513

of 816 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Finivi Inc. holds $7,477,915 across 5 Software - Infrastructure names. OKTA ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	13,677	$5,101,794
2	PANW	Palo Alto Networks Inc	3,700	$1,261,774
3	ORCL	Oracle Corp	3,389	$496,657
4	OKTA	Okta, Inc. This page	2,963	$404,301
5	PLTR	Palantir Technologies Inc.	1,829	$213,389

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,301	2,963	-8.6%	Shares	Sole	2026-07-09
2026-03-31	$255,177	3,242	—	Shares	Sole	2026-04-10
No filing history on record for this holder in this stock.