Position in OKTA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,675,333
+$635,791 QoQ
Shares Held
12,278
+2.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#344
of 816 holders
Holding Since
Mar 2020
21 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, 2026Janney Montgomery Scott LLC holds $1,286,166,732 across 43 Software - Infrastructure names. OKTA ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,289,585 | $854,060,996 | |
| 2 | PANW |
Palo Alto Networks Inc
|
393,652 | $134,243,205 | |
| 3 | ORCL |
Oracle Corp
|
421,145 | $61,718,799 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
440,180 | $51,355,800 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
224,432 | $42,818,259 | |
| 6 | FTNT |
Fortinet, Inc.
|
235,620 | $36,195,944 | |
| 7 | NTAP |
NetApp, Inc.
|
141,634 | $21,919,277 | |
| 8 | SNPS |
Synopsys Inc
|
45,732 | $20,399,673 |
All Filings in OKTA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,675,333 | 12,278 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $1,039,542 | 12,022 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,069,863 | 11,667 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,410,276 | 14,107 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,580,509 | 15,021 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $540,174 | 6,855 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $511,905 | 6,886 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $657,703 | 7,026 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $733,700 | 7,013 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $649,462 | 7,174 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $592,659 | 7,271 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $505,908 | 7,295 | Shares | Sole | 2023-07-26 | |
| 2022-03-31 | $235,648 | 1,561 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $427,492 | 1,907 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $434,806 | 1,832 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $366,775 | 1,499 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $278,182 | 1,262 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $836,515 | 3,290 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $740,990 | 3,465 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $639,534 | 3,194 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $386,708 | 3,163 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||