Position in OKTA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$68,225
+$28,870 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#663
of 821 holders
Holding Since
Jun 2024
9 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, 2026Hartford Financial Management Inc. holds $14,725,703 across 8 Software - Infrastructure names. OKTA ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,702 | $12,198,500 | |
| 2 | ORCL |
Oracle Corp
|
13,395 | $1,963,037 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,930 | $225,173 | |
| 4 | PANW |
Palo Alto Networks Inc
|
376 | $128,223 | |
| 5 | NTAP |
NetApp, Inc.
|
598 | $92,546 | |
| 6 | OKTA |
Okta, Inc.
This page
|
500 | $68,225 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
2,400 | $47,232 | |
| 8 | VRSN |
Verisign Inc/Ca
|
11 | $2,767 |
All Filings in OKTA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,225 | 500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $39,355 | 500 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $43,235 | 500 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $45,850 | 500 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $49,985 | 500 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $52,610 | 500 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $39,400 | 500 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $37,170 | 500 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $46,805 | 500 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||