Ballentine Partners, LLC

Position in OKTA — Okta, Inc.

CIK 1374889 Waltham, MA

Position in OKTA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,182,516

+$941,103 QoQ

Shares Held

15,995

+1.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#310

of 816 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Ballentine Partners, LLC holds $102,189,867 across 23 Software - Infrastructure names. OKTA ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	207,724	$77,485,203
2	PANW	Palo Alto Networks Inc	16,220	$5,531,342
3	ORCL	Oracle Corp	31,319	$4,589,797
4	PLTR	Palantir Technologies Inc.	24,859	$2,900,298
5	OKTA	Okta, Inc. This page	15,995	$2,182,516
6	NET	Cloudflare, Inc.	7,646	$1,875,409
7	FTNT	Fortinet, Inc.	10,866	$1,669,234
8	SNPS	Synopsys Inc	1,435	$640,108

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,182,516	15,995	+1.4%	Shares	Other	2026-07-17
2026-03-31	$1,241,413	15,772	-1.9%	Shares	Other	2026-05-14
2025-12-31	$1,389,918	16,074	+1.2%	Shares	Sole	2026-02-03
2025-09-30	$1,456,561	15,884	-2.6%	Shares	Other	2025-11-03
2025-06-30	$1,631,109	16,316	+521.6%	Shares	Other	2025-07-15
2025-03-31	$276,201	2,625	+1.3%	Shares	Other	2025-05-01
2024-12-31	$204,170	2,591	+12.7%	Shares	Other	2025-01-16
2024-06-30	$215,302	2,300	-13.2%	Shares	Other	2024-08-06
2024-03-31	$277,346	2,651	+6.9%	Shares	Sole	2024-04-11
2023-12-31	$224,603	2,481	-9.0%	Shares	Sole	2024-01-23
2023-09-30	$222,277	2,727	-2.3%	Shares	Sole	2023-10-19
2023-03-31	$240,780	2,792	—	Shares	Other	2023-04-27
No filing history on record for this holder in this stock.