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Livermore
Livermore
ZHEN

Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

OKTA holding history

Okta, Inc. in every 13F filed by Waldron Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OKTA overviewAll 13F holders of OKTAFull Q2 2026 holdings

Shares (Q2 2026)
3,404
Value
$464.5K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of OKTA by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,404$464.5K<0.1%00.0%UnchangedHolders
Q1 20263,404$267.9K<0.1%+21+0.6%AddedHolders
Q4 20253,383$292.5K<0.1%00.0%UnchangedHolders
Q3 20253,383$310.2K<0.1%00.0%UnchangedHolders
Q2 20253,383$338.2K<0.1%00.0%UnchangedHolders
Q1 20253,383$356.0K<0.1%−664−16.4%ReducedHolders
Q4 20244,047$318.9K<0.1%+24+0.6%AddedHolders
Q3 20244,023$299.1K<0.1%−28−0.7%ReducedHolders
Q2 20244,051$379.2K<0.1%−26−0.6%ReducedHolders
Q1 20244,077$426.5K<0.1%+8+0.2%AddedHolders
Q4 20234,069$368.4K<0.1%+45+1.1%AddedHolders
Q3 20234,024$328.0K<0.1%+15+0.4%AddedHolders
Q2 20234,009$278.0K<0.1%−77−1.9%ReducedHolders
Q1 20234,086$352.4K<0.1%+4,086NewHolders
Q3 20220$00.0%−3,574−100.0%Sold outHolders
Q2 20223,574$323.0K<0.1%+73+2.1%AddedHolders
Q1 20223,501$528.0K<0.1%+33+1.0%AddedHolders
Q4 20213,468$777.0K<0.1%+8+0.2%AddedHolders
Q3 20213,460$821.0K<0.1%00.0%UnchangedHolders
Q2 20213,460$846.0K0.1%−75−2.1%ReducedHolders
Q1 20213,535$779.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.