Position in OKTA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$468,569
+$185,686 QoQ
Shares Held
3,434
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#490
of 816 holders
Holding Since
Mar 2020
26 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, 2026SIGNATUREFD, LLC holds $124,295,353 across 86 Software - Infrastructure names. OKTA ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
226,148 | $84,357,726 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
70,252 | $8,196,300 | |
| 3 | ORCL |
Oracle Corp
|
53,487 | $7,838,519 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,011 | $6,483,131 | |
| 5 | FTNT |
Fortinet, Inc.
|
19,522 | $2,998,969 | |
| 6 | SNPS |
Synopsys Inc
|
4,197 | $1,872,155 | |
| 7 | NET |
Cloudflare, Inc.
|
7,526 | $1,845,977 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
30,812 | $1,469,616 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,569 | 3,434 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $282,883 | 3,594 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $309,735 | 3,582 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $326,176 | 3,557 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $423,972 | 4,241 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $541,777 | 5,149 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $278,006 | 3,528 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $270,448 | 3,638 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $349,352 | 3,732 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $426,954 | 4,081 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $349,536 | 3,861 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $435,915 | 5,348 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $336,694 | 4,855 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $456,468 | 5,293 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $376,976 | 5,517 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $133,303 | 2,344 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $245,707 | 2,718 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $294,975 | 1,954 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $400,143 | 1,785 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $459,964 | 1,938 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $460,487 | 1,882 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $425,870 | 1,932 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $425,885 | 1,675 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $437,323 | 2,045 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $476,146 | 2,378 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $200,384 | 1,639 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||