Position in OKTA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,826,792
+$866,373 QoQ
Shares Held
13,388
+9.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#13
of 66 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Prospera Financial Services Inc holds $194,556,345 across 23 Software - Infrastructure names. OKTA ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
296,327 | $110,535,897 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
193,072 | $22,525,710 | |
| 3 | PANW |
Palo Alto Networks Inc
|
62,571 | $21,337,962 | |
| 4 | ORCL |
Oracle Corp
|
107,060 | $15,689,643 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
34,207 | $6,526,182 | |
| 6 | CRWV |
CoreWeave, Inc.
|
28,527 | $2,839,577 | |
| 7 | ZS |
Zscaler, Inc.
|
16,035 | $2,263,340 | |
| 8 | OKTA |
Okta, Inc.
This page
|
13,388 | $1,826,792 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,826,792 | 13,388 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $960,419 | 12,202 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,034,700 | 11,966 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,820,520 | 19,853 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,886,333 | 18,869 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,107,230 | 10,523 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $830,788 | 10,543 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $846,360 | 11,385 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,073,145 | 11,464 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,399,606 | 13,378 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,273,757 | 14,070 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,118,072 | 13,717 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $946,211 | 13,644 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,098,352 | 12,736 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $901,887 | 13,199 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $601,229 | 10,572 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $833,578 | 9,221 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,144,427 | 7,581 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,246,833 | 5,562 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,269,294 | 5,348 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,401,771 | 5,729 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,392,858 | 15,392 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,018,833 | 15,806 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,029,687 | 4,815 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,327,622 | 16,619 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $732,581 | 5,992 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||