Position in OKTA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,466,060
+$965,769 QoQ
Shares Held
18,073
-5.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#291
of 816 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 18%
None 1%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $1,266,745,774 across 26 Software - Infrastructure names. OKTA ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,758,381 | $1,028,931,279 | |
| 2 | ORCL |
Oracle Corp
|
1,213,445 | $177,830,364 | |
| 3 | PANW |
Palo Alto Networks Inc
|
43,751 | $14,919,965 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
45,280 | $8,638,744 | |
| 5 | ZS |
Zscaler, Inc.
|
39,386 | $5,559,333 | |
| 6 | PATH |
UiPath, Inc.
|
351,082 | $3,816,260 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
32,669 | $3,811,491 | |
| 8 | NTAP |
NetApp, Inc.
|
21,514 | $3,329,506 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,466,060 | 18,073 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,500,291 | 19,061 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $1,858,931 | 21,498 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,961,737 | 21,393 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $2,138,057 | 21,387 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $2,253,496 | 21,417 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $1,692,623 | 21,480 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $1,597,863 | 21,494 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $2,016,733 | 21,544 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $2,285,527 | 21,846 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,988,672 | 21,967 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,911,327 | 23,449 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $1,625,702 | 23,442 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $2,021,638 | 23,442 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $3,043,486 | 44,541 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $2,578,542 | 45,341 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $4,092,588 | 45,272 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $8,922,188 | 59,103 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $10,551,457 | 47,069 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $11,713,678 | 49,354 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $12,081,564 | 49,377 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $10,973,225 | 49,781 | Shares | Defined | 2021-09-03 | |
| 2020-12-31 | $12,356,018 | 48,596 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $11,373,398 | 53,184 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $11,458,161 | 57,225 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $7,518,990 | 61,500 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||