Position in OKTA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$34,933,623
-$2,908,675 QoQ
Shares Held
443,827
+1.4% QoQ
Ownership
0.255%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 94.65377275379822.ToString("F0")%
None 5.346227246201786.ToString("F0")%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Stephens Investment Management Group LLC holds $407,694,536 across 17 Software - Infrastructure names. OKTA ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOST |
Toast, Inc.
|
2,008,871 | $53,255,170 | |
| 2 | VRNS |
Varonis Systems Inc
|
1,992,760 | $42,784,557 | |
| 3 | BLSH |
Bullish
|
1,178,599 | $42,111,342 | |
| 4 | SAIL |
SailPoint, Inc.
|
2,895,700 | $38,339,068 | |
| 5 | OKTA |
Okta, Inc.
This page
|
443,827 | $34,933,623 | |
| 6 | MDB |
MongoDB, Inc.
|
141,027 | $34,519,178 | |
| 7 | RBRK |
Rubrik, Inc.
|
699,389 | $34,249,079 | |
| 8 | ZETA |
Zeta Global Holdings Corp.
|
2,029,670 | $32,312,346 |
All Filings in OKTA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,933,623 | 443,827 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $37,842,298 | 437,635 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $40,043,556 | 436,680 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $46,184,240 | 461,981 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $52,517,932 | 499,125 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $35,641,791 | 452,307 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $30,489,138 | 410,131 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $33,132,042 | 353,937 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $33,808,476 | 323,155 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $26,291,632 | 290,419 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $6,123,601 | 75,127 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,993,546 | 72,005 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $2,738,206 | 31,751 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||