Position in OKTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$505,547
-$2,657,955 QoQ
Shares Held
3,705
-70.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#481
of 816 holders
Holding Since
Sep 2020
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $251,787,129 across 32 Software - Infrastructure names. OKTA ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
402,976 | $150,318,107 | |
| 2 | ORCL |
Oracle Corp
|
145,669 | $21,347,791 | |
| 3 | PANW |
Palo Alto Networks Inc
|
45,648 | $15,566,880 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
89,468 | $10,438,231 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
46,952 | $8,957,737 | |
| 6 | NET |
Cloudflare, Inc.
|
26,663 | $6,539,900 | |
| 7 | SNPS |
Synopsys Inc
|
11,210 | $5,000,444 | |
| 8 | VRSN |
Verisign Inc/Ca
|
18,538 | $4,663,419 |
All Filings in OKTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,547 | 3,705 | Shares | Sole | 2026-08-14 | |
| 2020-12-31 | $3,163,502 | 12,442 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,396,868 | 6,532 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||