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Livermore
Livermore
ZHEN

Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

OKTA holding history

Okta, Inc. in every 13F filed by Blue Zone Wealth 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of OKTA by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−24,408−100.0%Sold outHolders
Q4 202524,408$2.11M0.4%+270+1.1%AddedHolders
Q3 202524,138$2.21M0.4%+1,451+6.4%AddedHolders
Q2 202522,687$2.27M0.6%+1,917+9.2%AddedHolders
Q1 202520,770$2.19M0.6%+2,370+12.9%AddedHolders
Q4 202418,400$1.45M0.4%+1,168+6.8%AddedHolders
Q3 202417,232$1.28M0.4%+830+5.1%AddedHolders
Q2 202416,402$1.54M0.5%+10,969+201.9%AddedHolders
Q1 20245,433$568.4K0.2%+291+5.7%AddedHolders
Q4 20235,142$465.5K0.2%+134+2.7%AddedHolders
Q3 20235,008$408.2K0.2%+67+1.4%AddedHolders
Q2 20234,941$342.7K0.2%+522+11.8%AddedHolders
Q1 20234,419$381.1K0.2%+125+2.9%AddedHolders
Q4 20224,294$293.4K0.2%+400+10.3%AddedHolders
Q3 20223,894$221.0K0.1%−10,936−73.7%ReducedHolders
Q2 202214,830$1.34M0.6%+398+2.8%AddedHolders
Q1 202214,432$2.18M0.8%+1,344+10.3%AddedHolders
Q4 202113,088$2.93M1.0%+466+3.7%AddedHolders
Q3 202112,622$3.00M1.0%+676+5.7%AddedHolders
Q2 202111,946$2.92M1.1%+693+6.2%AddedHolders
Q1 202111,253$2.48M1.1%––Holders

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