Position in OKTA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$929,088
+$345,769 QoQ
Shares Held
6,809
-8.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#400
of 816 holders
Holding Since
Mar 2020
20 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $423,180,811 across 33 Software - Infrastructure names. OKTA ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
779,208 | $290,660,168 | |
| 2 | ORCL |
Oracle Corp
|
222,959 | $32,674,641 | |
| 3 | PANW |
Palo Alto Networks Inc
|
95,488 | $32,563,317 | |
| 4 | FFIV |
F5, Inc.
|
47,670 | $19,828,813 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
74,184 | $14,153,194 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
70,548 | $8,230,835 | |
| 7 | FTNT |
Fortinet, Inc.
|
21,470 | $3,298,221 | |
| 8 | NET |
Cloudflare, Inc.
|
13,130 | $3,220,526 |
All Filings in OKTA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,088 | 6,809 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $583,319 | 7,411 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $337,492 | 3,903 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $263,637 | 2,875 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $328,501 | 3,286 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $362,377 | 3,444 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $264,531 | 3,357 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $270,300 | 3,636 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $274,651 | 2,934 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $311,453 | 2,977 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $288,066 | 3,182 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $1,052,342 | 6,971 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,965,298 | 8,767 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,165,490 | 9,124 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $817,231 | 3,340 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $735,574 | 3,337 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $995,936 | 3,917 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $528,851 | 2,473 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,331,729 | 6,651 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $844,816 | 6,910 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||