SEC 13F Intelligence

Moser Wealth Advisors, LLC / OKTA

Moser Wealth Advisors, LLC’s Okta Inc Position

Does Moser Wealth Advisors, LLC own Okta Inc (OKTA)? Yes — 25.4K shares worth $3M (+1.22% of its 13F portfolio) as of Q2 2025, down from 27.6K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
25.4K
% of Portfolio
+1.22%
Quarters Held
8
currently held

Position History OKTA

Reported value by quarter
Q3 ’22: $0Q3 ’22Q4 ’23: $4,617Q4 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202525.4K$3M+1.22%
Q1 202527.6K$3M+1.52%
Q4 202429.7K$2M+1.22%
Q3 202429.7K$2M+1.15%
Q2 202429.7K$3M+1.51%
Q1 202429.7K$3M+1.73%
Q4 202351$4,6170.00%
Q3 20225$00.00%

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