Position in OKTA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$339,896
+$168,860 QoQ
Shares Held
2,491
+14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#555
of 816 holders
Holding Since
Sep 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, 2026C M BIDWELL & ASSOCIATES LTD holds $2,961,052 across 24 Software - Infrastructure names. OKTA ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,867 | $1,815,488 | |
| 2 | OKTA |
Okta, Inc.
This page
|
2,491 | $339,896 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,588 | $302,966 | |
| 4 | AKAM |
Akamai Technologies Inc
|
1,754 | $207,340 | |
| 5 | PANW |
Palo Alto Networks Inc
|
182 | $62,065 | |
| 6 | FIVN |
Five9, Inc.
|
2,307 | $49,185 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
303 | $35,351 | |
| 8 | FTNT |
Fortinet, Inc.
|
225 | $34,564 |
All Filings in OKTA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,896 | 2,491 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $171,036 | 2,173 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $188,331 | 2,178 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $206,049 | 2,247 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $241,127 | 2,412 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $265,680 | 2,525 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,733 | 22 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,635 | 22 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,059 | 22 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,301 | 22 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,991 | 22 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,793 | 22 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,525 | 22 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $87,792 | 1,018 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $69,559 | 1,018 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,251 | 22 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,988 | 22 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,321 | 22 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,931 | 22 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,221 | 22 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,382 | 22 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,849 | 22 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,593 | 22 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,843 | 32 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||