Position in OKTA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,102,788
+$449,338 QoQ
Shares Held
8,082
-2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#384
of 816 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Derivatives in OKTA
reported options exposure · as of Mar 31, 2025CallValue
$12,526
CallShares
3,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HighTower Advisors, LLC holds $2,789,732,904 across 57 Software - Infrastructure names. OKTA ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,008,045 | $1,868,100,945 | |
| 2 | PANW |
Palo Alto Networks Inc
|
803,974 | $274,171,213 | |
| 3 | ORCL |
Oracle Corp
|
1,243,136 | $182,181,580 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
759,148 | $144,834,051 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
682,258 | $79,599,040 | |
| 6 | SNPS |
Synopsys Inc
|
119,361 | $53,243,361 | |
| 7 | FTNT |
Fortinet, Inc.
|
315,086 | $48,403,511 | |
| 8 | NET |
Cloudflare, Inc.
|
126,579 | $31,047,297 |
All Filings in OKTA
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,788 | 8,082 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $653,450 | 8,302 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,037,482 | 58,257 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,226,521 | 67,901 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,554,832 | 65,568 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,454,826 | 61,346 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $12,526 | 3,500 | Call | Sole | 2025-05-13 | |
| 2024-12-31 | $4,976,456 | 63,153 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,373,868 | 58,836 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,600,967 | 59,833 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,520,733 | 91,003 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,437,135 | 71,105 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,263,426 | 64,574 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,380,839 | 63,170 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,098,940 | 59,125 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,111,826 | 60,176 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $478 | 7 | Put | Sole | 2023-02-09 | |
| 2022-09-30 | $8,928 | 157 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $3,679,659 | 64,703 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,065,297 | 67,094 | Shares | Sole | 2022-08-10 | |
| 2022-06-30 | $116,000 | 10,000 | Put | Sole | 2022-08-10 | |
| 2022-03-31 | $11,822,583 | 78,316 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,948,193 | 84,526 | Shares | Sole | 2022-02-10 | |
| 2021-12-31 | $4,000 | 200 | Put | Sole | 2022-02-10 | |
| 2021-09-30 | $1,000 | 40,000 | Put | Sole | 2021-11-12 | |
| 2021-09-30 | $18,776,442 | 79,112 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,487,293 | 79,644 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $12,344 | 56 | Put | Sole | 2021-05-10 | |
| 2021-03-31 | $16,955,916 | 76,922 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $19,738,712 | 77,632 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $1,017 | 4 | Put | Sole | 2021-02-10 | |
| 2020-09-30 | $12,722,791 | 59,494 | Shares | Sole | 2020-11-13 | |
| 2020-09-30 | $6,415,500 | 30,000 | Put | Sole | 2020-11-13 | |
| 2020-06-30 | $10,959,589 | 54,735 | Shares | Sole | 2020-08-10 | |
| 2020-06-30 | $11,000 | 25,000 | Put | Sole | 2020-08-10 | |
| 2020-03-31 | $4,000 | 25,000 | Put | Sole | 2020-05-21 | |
| 2020-03-31 | $4,902,870 | 40,102 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||