Position in OKTA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,272,532
+$548,558 QoQ
Shares Held
9,326
+1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#372
of 816 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026COURIER CAPITAL LLC holds $40,591,116 across 6 Software - Infrastructure names. OKTA ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
75,941 | $28,327,511 | |
| 2 | ORCL |
Oracle Corp
|
59,675 | $8,745,371 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,209 | $1,307,754 | |
| 4 | OKTA |
Okta, Inc.
This page
|
9,326 | $1,272,532 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,462 | $498,571 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,212 | $439,377 |
All Filings in OKTA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272,532 | 9,326 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $723,974 | 9,198 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $793,708 | 9,179 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $932,497 | 10,169 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $967,709 | 9,680 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,003,272 | 9,535 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $782,011 | 9,924 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,074,138 | 14,449 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $326,418 | 3,487 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $380,398 | 3,636 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $338,401 | 3,738 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $302,565 | 3,712 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $252,434 | 3,640 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||