Position in OKTA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,643,988
-$504,919 QoQ
Shares Held
84,411
+2.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026ZACKS INVESTMENT MANAGEMENT holds $539,605,624 across 22 Software - Infrastructure names. OKTA ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,103,632 | $408,531,456 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
243,889 | $35,676,082 | |
| 3 | ORCL |
Oracle Corp
|
162,672 | $23,930,677 | |
| 4 | PANW |
Palo Alto Networks Inc
|
123,580 | $19,812,345 | |
| 5 | TWLO |
Twilio Inc
|
96,943 | $12,197,367 | |
| 6 | TOST |
Toast, Inc.
|
299,335 | $7,935,370 | |
| 7 | OKTA |
Okta, Inc.
This page
|
84,411 | $6,643,988 | |
| 8 | FTNT |
Fortinet, Inc.
|
62,958 | $5,144,927 |
All Filings in OKTA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,643,988 | 84,411 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,148,907 | 82,675 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,490,318 | 92,588 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,116,264 | 101,193 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,654,203 | 234,311 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,099,992 | 39,340 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,904,017 | 39,064 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,744,961 | 40,006 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,077,459 | 38,974 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,085,443 | 34,082 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,001,850 | 36,828 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,720,115 | 39,223 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,637,258 | 42,176 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,752,059 | 40,276 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $2,560,469 | 11,422 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||