Position in OKTA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$607,202
+$265,444 QoQ
Shares Held
4,450
+2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#460
of 816 holders
Holding Since
Mar 2026
2 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $16,136,030 across 8 Software - Infrastructure names. OKTA ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
19,881 | $6,779,818 | |
| 2 | MSFT |
Microsoft Corp
|
15,023 | $5,603,879 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
13,695 | $1,597,795 | |
| 4 | FTNT |
Fortinet, Inc.
|
4,031 | $619,242 | |
| 5 | OKTA |
Okta, Inc.
This page
|
4,450 | $607,202 | |
| 6 | EEFT |
Euronet Worldwide, Inc.
|
6,652 | $486,859 | |
| 7 | ORCL |
Oracle Corp
|
1,572 | $230,376 | |
| 8 | IOT |
Samsara Inc.
|
6,502 | $210,859 |
All Filings in OKTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,202 | 4,450 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $341,758 | 4,342 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||