Position in OKTA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,197,348
+$506,668 QoQ
Shares Held
8,775
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#381
of 821 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Donor Advised Charitable Giving, Inc. holds $10,961,659 across 4 Software - Infrastructure names. OKTA ranks #3 (10.9% of the industry book) .
All Filings in OKTA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,197,348 | 8,775 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $690,680 | 8,775 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $758,774 | 8,775 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $804,667 | 8,775 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $877,236 | 8,775 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $923,305 | 8,775 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $691,470 | 8,775 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $652,333 | 8,775 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $821,427 | 8,775 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $918,040 | 8,775 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $794,400 | 8,775 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $715,250 | 8,775 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $608,546 | 8,775 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $756,756 | 8,775 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $630,139 | 9,222 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $524,455 | 9,222 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $833,668 | 9,222 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,392,153 | 9,222 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,067,295 | 9,222 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,188,749 | 9,222 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,256,438 | 9,222 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $2,032,805 | 9,222 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,344,785 | 9,222 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||