Position in OKTA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$210,815
-$33,978 QoQ
Shares Held
1,545
+41.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#619
of 816 holders
Holding Since
Jun 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $279,605,739 across 25 Software - Infrastructure names. OKTA ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
547,463 | $204,214,647 | |
| 2 | ORCL |
Oracle Corp
|
182,471 | $26,741,124 | |
| 3 | PANW |
Palo Alto Networks Inc
|
68,072 | $23,213,912 | |
| 4 | AKAM |
Akamai Technologies Inc
|
69,620 | $8,229,780 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
21,336 | $4,070,588 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
23,118 | $2,697,176 | |
| 7 | NTNX |
Nutanix, Inc.
|
48,125 | $2,452,450 | |
| 8 | FTNT |
Fortinet, Inc.
|
7,160 | $1,099,919 |
All Filings in OKTA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,815 | 1,545 | Shares | Sole | 2026-08-03 | |
| 2021-12-31 | $244,793 | 1,092 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $259,175 | 1,092 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $267,190 | 1,092 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $231,892 | 1,052 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $266,464 | 1,048 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $224,114 | 1,048 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $209,841 | 1,048 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||