Position in OKTA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$272
-$851 QoQ
Shares Held
2
-83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#811
of 816 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $6,816,700 across 36 Software - Infrastructure names. OKTA ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,690 | $5,106,643 | |
| 2 | ORCL |
Oracle Corp
|
4,318 | $632,802 | |
| 3 | FTNT |
Fortinet, Inc.
|
2,430 | $373,296 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,792 | $341,886 | |
| 5 | PANW |
Palo Alto Networks Inc
|
671 | $228,824 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
397 | $46,317 | |
| 7 | WEX |
WEX Inc.
|
251 | $35,413 | |
| 8 | SNPS |
Synopsys Inc
|
45 | $20,073 |
All Filings in OKTA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272 | 2 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $1,123 | 12 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,255 | 12 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,802 | 42 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $1,040 | 15 | Shares | Sole | 2023-08-07 | |
| 2021-03-31 | $4,408 | 20 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,085 | 20 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,277 | 20 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,004 | 20 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,445 | 20 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||