Position in OKTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$216,546
New position
Shares Held
1,587
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#612
of 816 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $121,562,200 across 7 Software - Infrastructure names. OKTA ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
292,283 | $109,027,404 | |
| 2 | FTNT |
Fortinet, Inc.
|
41,666 | $6,400,730 | |
| 3 | ORCL |
Oracle Corp
|
26,471 | $3,879,325 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
4,832 | $921,873 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,350 | $801,397 | |
| 6 | SNPS |
Synopsys Inc
|
706 | $314,925 | |
| 7 | OKTA |
Okta, Inc.
This page
|
1,587 | $216,546 |
All Filings in OKTA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,546 | 1,587 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||