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Okta Inc cl a shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Okta Inc cl a (OKTA) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Okta Inc cl a

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All positions including Okta Inc cl a held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Okta Inc cl a by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $26k 123 209.11

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFE Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
Eagle Capital Select Equity ETF Equity (EAGL)
JP Morgan Active Emerging Market Equity (JEMA)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Schwab Mid Cap Blend ETF Equity (SCHM)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Okta Inc cl a

BlackRock
FMR
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
First Trust Advisors
Citadel Advisors
Susquehanna International
Allspring Global Investments Holdings
Geode Capital Management
Massachusetts Financial Services
American Century Companies
Jpmorgan Chase & Co
UBS Group
Ubs Global Asset Management Americas

View all funds holding Okta Inc cl a