Position in OKTA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,752,290
+$675,302 QoQ
Shares Held
12,842
-6.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#338
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, 2026Diversified Trust Co holds $152,307,063 across 36 Software - Infrastructure names. OKTA ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
225,992 | $84,299,535 | |
| 2 | NTAP |
NetApp, Inc.
|
41,902 | $6,484,753 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,247 | $5,540,551 | |
| 4 | ORCL |
Oracle Corp
|
35,842 | $5,252,644 | |
| 5 | DOX |
Amdocs Ltd
|
99,247 | $5,015,943 | |
| 6 | FTNT |
Fortinet, Inc.
|
30,938 | $4,752,695 | |
| 7 | NTNX |
Nutanix, Inc.
|
92,633 | $4,720,577 | |
| 8 | GEN |
Gen Digital Inc.
|
137,113 | $3,412,742 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,752,290 | 12,842 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,076,988 | 13,683 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,148,667 | 13,284 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $957,531 | 10,442 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,653,703 | 16,542 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,892,381 | 17,985 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,087,569 | 26,492 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,764,534 | 23,736 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,221,552 | 23,732 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,091,353 | 19,990 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,775,564 | 19,613 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,654,816 | 20,302 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $1,539,569 | 22,200 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,514,805 | 17,565 | Shares | Other | 2023-04-07 | |
| 2022-12-31 | $1,022,285 | 14,961 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $693,700 | 12,198 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $587,600 | 6,500 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $800,088 | 5,300 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $914,165 | 4,078 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,025,308 | 4,320 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $841,699 | 3,440 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $576,424 | 2,615 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $812,614 | 3,196 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $870,797 | 4,072 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $828,551 | 4,138 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $328,879 | 2,690 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||