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Okta Inc cl a shares owned by Schulz Wealth

Quarter-by-quarter ownership of Okta Inc cl a (OKTA) shares owned by Schulz Wealth from 13F filings

Historical chart of Schulz Wealth investment in Okta Inc cl a

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

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Quarterly reported holdings in Okta Inc cl a by Schulz Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 2.3k 91.70
2025-06-30 $228k 2.3k 99.97
2025-03-31 $240k 2.3k 105.22
2024-06-30 $214k 2.3k 93.61
2024-03-31 $239k 2.3k 104.62
2023-12-31 $207k 2.3k 90.53

More positions owned by Schulz Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Schulz Wealth

Top funds holding Okta Inc cl a

Vanguard Group
BlackRock
FMR
State Street Corporation
First Trust Advisors
Massachusetts Financial Services
Susquehanna International
Geode Capital Management
American Century Companies
Ubs Global Asset Management Americas
Ameriprise Financial
Squarepoint Ops
Jpmorgan Chase & Co
Citadel Advisors
Morgan Stanley

View all funds holding Okta Inc cl a