Sigma Planning Corp

Position in OKTA — Okta, Inc.

CIK 1449126 ANN ARBOR, MI

Position in OKTA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$620,028

+$279,561 QoQ

Shares Held

4,544

+8.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#457

of 821 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sigma Planning Corp holds $94,220,339 across 16 Software - Infrastructure names. OKTA ranks #12 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	134,286	$50,091,363
2	CRWD	CrowdStrike Holdings, Inc.	91,392	$17,436,222
3	PLTR	Palantir Technologies Inc.	78,226	$9,126,627
4	PANW	Palo Alto Networks Inc	17,030	$5,807,570
5	ORCL	Oracle Corp	28,227	$4,136,666
6	CRWV	CoreWeave, Inc.	14,141	$1,407,595
7	FTNT	Fortinet, Inc.	7,927	$1,217,745
8	NET	Cloudflare, Inc.	3,978	$975,723

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$620,028	4,544	+8.8%	Shares	Sole	2026-08-07
2023-09-30	$340,467	4,177	+20.5%	Shares	Sole	2023-11-06
2023-06-30	$240,436	3,467	+141.8%	Shares	Sole	2023-08-02
2022-03-31	$216,476	1,434	-68.1%	Shares	Sole	2022-04-20
2021-12-31	$1,007,644	4,495	+0.4%	Shares	Sole	2022-02-02
2021-09-30	$1,062,808	4,478	-16.4%	Shares	Sole	2021-10-28
2021-06-30	$1,310,506	5,356	+20.5%	Shares	Sole	2021-08-13
2021-03-31	$979,811	4,445	-1.6%	Shares	Sole	2021-05-06
2020-12-31	$1,148,746	4,518	-12.2%	Shares	Sole	2021-02-09
2020-09-30	$1,100,044	5,144	+4.5%	Shares	Sole	2020-11-03
2020-06-30	$985,732	4,923	-28.0%	Shares	Sole	2020-07-31
2020-03-31	$836,380	6,841	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.