Position in OKTA
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$322,711
-$31,816 QoQ
Shares Held
4,100
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
5 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, 2026Yorktown Management & Research Co Inc holds $4,248,557 across 9 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
4,900 | $769,447 | |
| 2 | FTNT |
Fortinet, Inc.
|
4,950 | $760,419 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,090 | $712,731 | |
| 4 | DLO |
dLocal Ltd
|
41,500 | $539,292 | |
| 5 | PAGS |
PagSeguro Digital Ltd.
|
37,800 | $342,090 | |
| 6 | IOT |
Samsara Inc.
|
10,100 | $327,543 | |
| 7 | FOUR |
Shift4 Payments, Inc.
|
5,700 | $277,248 | |
| 8 | TOST |
Toast, Inc.
|
9,400 | $261,508 |
All Filings in OKTA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $322,711 | 4,100 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $354,527 | 4,100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $375,970 | 4,100 | Shares | Sole | 2025-10-29 | |
| 2021-12-31 | $237,620 | 1,060 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $251,580 | 1,060 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||