SEC 13F Intelligence

Copperwynd Financial, LLC / OKTA

Copperwynd Financial, LLC’s Okta Inc Position

Does Copperwynd Financial, LLC own Okta Inc (OKTA)? Not currently — the last reported position was 26.7K shares worth $6M in Q1 2021; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$6M
Q1 2021
Shares
26.7K
% of Portfolio
+2.64%
Quarters Held
2
position exited

Position History OKTA

Reported value by quarter
Q4 ’20: $7MQ4 ’20Q1 ’21: $6MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202126.7K$6M+2.64%
Q4 202025.7K$7M+3.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Copperwynd Financial, LLC’s full portfolio or all institutional holders of OKTA.