Back to OKTA
Selective Wealth Management, Inc. → OKTA
Selective Wealth Management, Inc. OKTA Position History
Okta, Inc. • Technology
Quarters held
4
Latest value
$6.1M
Q3 2026
Peak value
$6.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.1M |
| Q1 2026 | $2.3M |
| Q2 2026 | $4.4M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 29.2K | — | — |
| Q2 2026 | $4.4M | 29.6K | — | — |
| Q1 2026 | $2.3M | 30.0K | — | — |
| Q4 2025 | $3.1M | 33.4K | — | — |
Other funds holding OKTA
$856.2M
$856.2M
$480.9M
$362.4M
$301.2M
$294.6M
$287M
$287M