Position in OKTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$626,305
+$285,255 QoQ
Shares Held
4,590
+5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#454
of 816 holders
Holding Since
Dec 2025
3 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, 2026ATLAS CAPITAL ADVISORS INC. holds $9,677,648 across 21 Software - Infrastructure names. OKTA ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,093 | $3,764,890 | |
| 2 | FFIV |
F5, Inc.
|
2,280 | $948,388 | |
| 3 | TDC |
Teradata Corp /De/
|
26,518 | $918,848 | |
| 4 | ORCL |
Oracle Corp
|
4,717 | $691,276 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,885 | $642,822 | |
| 6 | OKTA |
Okta, Inc.
This page
|
4,590 | $626,305 | |
| 7 | AKAM |
Akamai Technologies Inc
|
4,749 | $561,379 | |
| 8 | DBX |
Dropbox, Inc.
|
13,784 | $378,646 |
All Filings in OKTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,305 | 4,590 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $341,050 | 4,333 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $355,045 | 4,106 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||