Position in OKTA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,048
+$2,294 QoQ
Shares Held
37
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#747
of 816 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Derivatives in OKTA
reported options exposure · as of Sep 30, 2025CallValue
$9,170
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AdvisorNet Financial, Inc holds $27,338,035 across 37 Software - Infrastructure names. OKTA ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,753 | $22,662,084 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
11,822 | $1,379,272 | |
| 3 | ORCL |
Oracle Corp
|
8,090 | $1,185,589 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,841 | $627,817 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,326 | $357,320 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
7,364 | $351,235 | |
| 7 | CRWV |
CoreWeave, Inc.
|
2,363 | $235,213 | |
| 8 | NET |
Cloudflare, Inc.
|
771 | $189,110 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,048 | 37 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,754 | 35 | Shares | Sole | 2026-04-17 | |
| 2025-09-30 | $9,445 | 103 | Shares | Sole | 2025-10-09 | |
| 2025-09-30 | $9,170 | 100 | Call | Sole | 2025-10-09 | |
| 2025-06-30 | $70,478 | 705 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $9,469 | 90 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $630 | 8 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $297 | 4 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $374 | 4 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,464 | 14 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,353 | 26 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,630 | 20 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $5,686 | 82 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $7,502 | 87 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $5,808 | 85 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,355 | 59 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $12,204 | 135 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $788,162 | 5,221 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $978,277 | 4,364 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,042,397 | 4,392 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,070,964 | 4,377 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $883,924 | 4,010 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $933,134 | 3,670 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $822,253 | 3,845 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,068,227 | 5,335 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $667,661 | 5,461 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||