Position in OKTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$409,350
+$338,466 QoQ
Shares Held
3,000
+288.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#509
of 816 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC. holds $117,539,142 across 8 Software - Infrastructure names. OKTA ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYZ |
Block, Inc.
|
909,320 | $69,108,320 | |
| 2 | MSFT |
Microsoft Corp
|
125,950 | $46,981,868 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,442 | $491,750 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,356 | $449,489 | |
| 5 | OKTA |
Okta, Inc.
This page
|
3,000 | $409,350 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
559 | $65,218 | |
| 7 | TWLO |
Twilio Inc
|
150 | $30,949 | |
| 8 | ORCL |
Oracle Corp
|
15 | $2,198 |
All Filings in OKTA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,350 | 3,000 | Shares | Defined | 2026-08-13 | |
| 2025-09-30 | $70,884 | 773 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $22,693 | 227 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $52,083 | 495 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $373,433 | 4,739 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,899 | 39 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $620,727 | 6,631 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $923,899 | 8,831 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,174,898 | 12,978 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $3,295,367 | 40,429 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $3,346,484 | 48,255 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $6,426,001 | 74,513 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $7,604,240 | 111,287 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,826,837 | 49,707 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,454,464 | 60,337 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,133,394 | 34,005 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $593,377 | 2,647 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $971,432 | 4,093 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,300,733 | 13,490 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $375,612 | 1,704 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,090,276 | 12,154 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,651,200 | 26,426 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,308,749 | 21,519 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,504,409 | 12,305 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||