Position in OKTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$285,589
+$40,274 QoQ
Shares Held
2,093
-26.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#575
of 816 holders
Holding Since
Mar 2020
22 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, 2026CI INVESTMENTS INC. holds $1,357,774,785 across 21 Software - Infrastructure names. OKTA ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,557,139 | $953,863,989 | |
| 2 | PANW |
Palo Alto Networks Inc
|
350,855 | $119,648,571 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
705,885 | $82,355,602 | |
| 4 | ORCL |
Oracle Corp
|
277,276 | $40,634,797 | |
| 5 | MDB |
MongoDB, Inc.
|
115,627 | $38,839,109 | |
| 6 | NET |
Cloudflare, Inc.
|
156,186 | $38,309,302 | |
| 7 | RBRK |
Rubrik, Inc.
|
343,369 | $27,565,663 | |
| 8 | CRWV |
CoreWeave, Inc.
|
185,534 | $18,468,054 |
All Filings in OKTA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,589 | 2,093 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $245,315 | 2,837 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $189,177 | 2,063 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $179,246 | 1,793 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $185,081 | 1,759 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $251,844 | 3,196 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $101,399 | 1,364 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $114,110 | 1,219 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $137,156 | 1,311 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $511,313 | 5,648 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $403,148 | 4,946 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $369,427 | 5,327 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $518,129 | 6,008 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $405,060 | 5,928 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $264,445 | 4,650 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $380,493 | 4,209 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,380 | 188 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,035 | 18 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,272 | 18 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $298,534 | 1,396 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $283,325 | 1,415 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,757,574 | 22,555 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||