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Okta Inc cl a shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management investment in Okta Inc cl a

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All positions including Okta Inc cl a held by Zrc Wealth 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $116k 852 136.45
2026-03-31 $46k 586 78.71
2025-12-31 $26k 296 86.47
2025-09-30 $2.9k 32 91.72

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View all positions for Zrc Wealth Management

Top funds holding Okta Inc cl a

BlackRock
FMR
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Citadel Advisors
First Trust Advisors
UBS Group
Massachusetts Financial Services
Allspring Global Investments Holdings
Geode Capital Management
Susquehanna International
American Century Companies
Point72 Asset Management
Pictet Asset Management Holding SA

View all funds holding Okta Inc cl a