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Verdence Capital Advisors LLC: OKTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verdence Capital Advisors LLC on OKTA, newest first. How the timeline and the estimate are built.

Verdence Capital Advisors LLC held 3,231 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,231 shares
    Change vs previous 13F +143 shares

    0.02% of the 13F portfolio, value $440,870.

    13F-HR 0001719305-26-000004 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,088 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $243,056.

    13F-HR 0001719305-26-000003 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,094 shares
    Change vs previous 13F -3,461 shares

    0.02% of the 13F portfolio, value $267,540.

    13F-HR 0001719305-26-000002 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,555 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $590,016.

    13F-HR 0001719305-25-000008 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).