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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

OKTA holding history

Okta, Inc. in every 13F filed by GWM Advisors 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)
2,828
Value
$385.9K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of OKTA by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,828$385.9K<0.1%+2,373+521.5%AddedHolders
Q1 2026455$35.8K<0.1%−2,476−84.5%ReducedHolders
Q4 20252,931$253.4K<0.1%−1,216−29.3%ReducedHolders
Q3 20254,147$380.3K<0.1%−200−4.6%ReducedHolders
Q2 20254,347$434.6K<0.1%−1,183−21.4%ReducedHolders
Q1 20255,530$581.8K<0.1%+4,950+853.4%AddedHolders
Q4 2024580$45.7K<0.1%−3,364−85.3%ReducedHolders
Q3 20243,944$293.2K<0.1%00.0%UnchangedHolders
Q2 20243,944$369.2K<0.1%−140−3.4%ReducedHolders
Q1 20244,084$427.3K<0.1%−150−3.5%ReducedHolders
Q4 20234,234$383.3K<0.1%+574+15.7%AddedHolders
Q3 20233,660$298.4K<0.1%−74−2.0%ReducedHolders
Q2 20233,734$259.0K<0.1%−10,759−74.2%ReducedHolders
Q1 202314,493$1.20M<0.1%+10,317+247.1%AddedHolders
Q4 20224,176$270.4K<0.1%−849−16.9%ReducedHolders
Q3 20225,025$286.0K<0.1%−241−4.6%ReducedHolders
Q2 20225,266$476.0K<0.1%+5,266NewHolders
Q1 20220$00.0%−7,902−100.0%Sold outHolders
Q4 20217,902$1.77M<0.1%+4,830+157.2%AddedHolders
Q3 20213,072$729.0K<0.1%−42−1.3%ReducedHolders
Q2 20213,114$762.0K<0.1%−114−3.5%ReducedHolders
Q1 20213,228$712.0K<0.1%––Holders

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