Cambridge Investment Research Advisors, Inc.
Position in OKTA — Okta, Inc.
CIK 1419186
FAIRFIELD, IA
Position in OKTA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,112,518
+$393,099 QoQ
Shares Held
15,482
-29.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#315
of 816 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $914,544,587 across 51 Software - Infrastructure names. OKTA ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,291,017 | $481,575,161 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,067,013 | $124,488,406 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
580,832 | $110,814,033 | |
| 4 | PANW |
Palo Alto Networks Inc
|
182,099 | $62,099,400 | |
| 5 | ORCL |
Oracle Corp
|
325,612 | $47,718,438 | |
| 6 | NET |
Cloudflare, Inc.
|
80,439 | $19,730,077 | |
| 7 | CRWV |
CoreWeave, Inc.
|
84,164 | $8,377,684 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,015 | $7,990,544 |
All Filings in OKTA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,112,518 | 15,482 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,719,419 | 21,845 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,667,401 | 19,283 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,181,084 | 23,785 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,865,839 | 28,667 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,264,450 | 31,025 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,368,334 | 30,055 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,175,783 | 29,268 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,524,438 | 16,285 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,523,685 | 14,564 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,187,119 | 13,113 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,143,422 | 14,028 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,041,845 | 15,023 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,263,071 | 14,646 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,209,919 | 17,707 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,054,369 | 18,540 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,582,361 | 17,504 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,131,857 | 14,122 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,414,579 | 19,693 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,316,977 | 18,189 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,570,867 | 18,681 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $4,465,314 | 17,562 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,805,674 | 17,796 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,453,767 | 17,249 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,344,126 | 10,994 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||