Position in OKTA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,459
+$3,752 QoQ
Shares Held
62
+195.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#725
of 816 holders
Holding Since
Dec 2021
2 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, 2026MCDONALD PARTNERS LLC holds $17,166,640 across 15 Software - Infrastructure names. OKTA ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
30,962 | $11,549,445 | |
| 2 | ORCL |
Oracle Corp
|
27,487 | $4,028,219 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,995 | $699,436 | |
| 4 | GDDY |
GoDaddy Inc.
|
5,275 | $447,742 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,016 | $193,837 | |
| 6 | PANW |
Palo Alto Networks Inc
|
270 | $92,075 | |
| 7 | CRWV |
CoreWeave, Inc.
|
600 | $59,724 | |
| 8 | TWLO |
Twilio Inc
|
125 | $25,791 |
All Filings in OKTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,459 | 62 | Shares | Sole | 2026-07-28 | |
| 2021-12-31 | $4,707 | 21 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||