Position in OKTA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$318,201
+$16,113 QoQ
Shares Held
2,332
-39.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#566
of 816 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $132,419,929 across 23 Software - Infrastructure names. OKTA ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
233,753 | $87,194,544 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
55,917 | $6,523,836 | |
| 3 | ORCL |
Oracle Corp
|
43,235 | $6,336,089 | |
| 4 | PANW |
Palo Alto Networks Inc
|
18,022 | $6,145,862 | |
| 5 | FTNT |
Fortinet, Inc.
|
34,703 | $5,331,074 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
26,428 | $5,042,065 | |
| 7 | NTAP |
NetApp, Inc.
|
17,562 | $2,717,895 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
16,168 | $2,124,960 |
All Filings in OKTA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,201 | 2,332 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $302,088 | 3,838 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $302,126 | 3,494 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $313,338 | 3,417 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $240,527 | 2,406 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $177,400 | 1,686 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $132,856 | 1,686 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $110,171 | 1,482 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $159,230 | 1,701 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $166,136 | 1,588 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $47,618 | 526 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||