Position in OKTA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$352,450
+$120,886 QoQ
Shares Held
2,583
-12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#547
of 816 holders
Holding Since
Sep 2024
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, 2026BENJAMIN EDWARDS INC holds $242,262,088 across 22 Software - Infrastructure names. OKTA ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
474,527 | $177,008,061 | |
| 2 | PANW |
Palo Alto Networks Inc
|
69,952 | $23,855,030 | |
| 3 | ORCL |
Oracle Corp
|
109,275 | $16,014,250 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
79,883 | $9,319,949 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
47,064 | $2,244,775 | |
| 6 | ZS |
Zscaler, Inc.
|
14,808 | $2,090,148 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
93,145 | $1,833,093 | |
| 8 | CRWV |
CoreWeave, Inc.
|
12,960 | $1,290,037 |
All Filings in OKTA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,450 | 2,583 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $231,564 | 2,942 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $472,126 | 5,460 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $502,240 | 5,477 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $559,931 | 5,601 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $654,257 | 6,218 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $478,158 | 6,068 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $505,437 | 6,799 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||