Position in OKTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,315,377
+$637,606 QoQ
Shares Held
9,640
+11.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#366
of 816 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Derivatives in OKTA
reported options exposure · as of Dec 31, 2021CallValue
$173,731
CallShares
775
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, 2026NEUBERGER BERMAN GROUP LLC holds $7,392,203,733 across 61 Software - Infrastructure names. OKTA ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,608,282 | $3,957,101,351 | |
| 2 | ORCL |
Oracle Corp
|
4,119,442 | $603,704,224 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
2,285,800 | $436,096,352 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,077,767 | $367,540,102 | |
| 5 | SNPS |
Synopsys Inc
|
438,153 | $195,446,908 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
1,170,873 | $183,862,186 | |
| 7 | NET |
Cloudflare, Inc.
|
606,033 | $148,647,773 | |
| 8 | CRWV |
CoreWeave, Inc.
|
1,453,871 | $144,718,319 |
All Filings in OKTA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,315,377 | 9,640 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $677,771 | 8,611 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $744,420 | 8,609 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $820,531 | 8,948 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $812,256 | 8,125 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $46,500,610 | 441,937 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $53,115,849 | 674,059 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $64,544,663 | 868,236 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $86,413,636 | 923,124 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $89,012,892 | 850,821 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $87,408,434 | 965,519 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $69,554,357 | 853,323 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $65,685,059 | 947,153 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $53,828,937 | 624,176 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $53,896,926 | 788,774 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $58,091,055 | 1,021,471 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $53,180,421 | 588,279 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $73,973,871 | 490,023 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $62,805,932 | 280,171 | Shares | Defined | 2022-02-11 | |
| 2021-12-31 | $173,731 | 775 | Call | Defined | 2022-02-11 | |
| 2021-09-30 | $35,412,313 | 149,205 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $37,713,995 | 154,136 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $30,078,554 | 136,454 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $108,936,679 | 428,446 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $151,663,274 | 709,204 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $59,867,568 | 298,994 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $22,069,886 | 180,516 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||