Barton Investment Management

Position in OKTA — Okta, Inc.

CIK 1387818 WEST CONSHOHOCKEN, PA

Position in OKTA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$29,235,640

+$11,401,844 QoQ

Shares Held

214,259

-5.4% QoQ

Ownership

0.123%

of shares outstanding

% of Portfolio

4.10%

of 13F equity value

Holder Rank

#88

of 816 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Barton Investment Management holds $54,130,731 across 5 Software - Infrastructure names. OKTA ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc. This page	214,259	$29,235,640
2	GTLB	Gitlab Inc.	480,456	$14,668,321
3	MSFT	Microsoft Corp	24,416	$9,107,656
4	ORCL	Oracle Corp	5,785	$847,791
5	TWLO	Twilio Inc	1,315	$271,323

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,235,640	214,259	-5.4%	Shares	Sole	2026-07-20
2026-03-31	$17,833,796	226,576	-9.7%	Shares	Sole	2026-04-20
2025-12-31	$21,694,112	250,886	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$22,973,142	250,525	-0.6%	Shares	Sole	2025-10-21
2025-06-30	$25,198,638	252,062	-2.5%	Shares	Sole	2025-07-21
2025-03-31	$27,214,942	258,648	-0.8%	Shares	Sole	2025-04-11
2024-12-31	$20,546,627	260,744	-7.7%	Shares	Sole	2025-01-27
2024-09-30	$21,011,308	282,638	-1.6%	Shares	Sole	2024-10-17
2024-06-30	$26,880,579	287,155	-6.2%	Shares	Sole	2024-07-18
2024-03-31	$32,028,889	306,145	+2.5%	Shares	Sole	2024-04-26
2023-12-31	$27,045,022	298,741	+6.5%	Shares	Sole	2024-01-24
2023-09-30	$22,872,928	280,615	+4.3%	Shares	Sole	2023-10-16
2023-06-30	$18,650,295	268,930	+7.7%	Shares	Sole	2023-07-24
2023-03-31	$21,527,660	249,625	+2.0%	Shares	Sole	2023-04-18
2022-12-31	$16,720,146	244,697	+18.4%	Shares	Sole	2023-01-26
2022-09-30	$11,756,109	206,719	+2.6%	Shares	Sole	2022-10-20
2022-06-30	$18,217,769	201,524	+5.8%	Shares	Sole	2022-07-15
2022-03-31	$28,755,011	190,481	+2.3%	Shares	Sole	2022-04-20
2021-12-31	$41,729,469	186,151	+0.8%	Shares	Sole	2022-01-18
2021-09-30	$43,843,580	184,729	+1.6%	Shares	Sole	2021-10-18
2021-06-30	$44,494,079	181,846	+2.5%	Shares	Sole	2021-07-26
2021-03-31	$39,114,862	177,448	+4.8%	Shares	Sole	2021-04-16
2020-12-31	$43,040,115	169,276	+3.1%	Shares	Sole	2021-01-13
2020-09-30	$35,125,931	164,255	+8.6%	Shares	Sole	2020-10-19
2020-06-30	$30,286,189	151,257	+17.6%	Shares	Sole	2020-08-17
2020-03-31	$15,719,334	128,573	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.