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Okta Inc cl a shares owned by Total Wealth Planning & Management

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

Historical chart of Total Wealth Planning & Management investment in Okta Inc cl a

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

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Quarterly reported holdings in Okta Inc cl a by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $410k 3.0k 136.45
2025-03-31 $221k 2.1k 105.22

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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
Swedbank AB
UBS Group

View all funds holding Okta Inc cl a