Gradient Investments LLC

Position in OKTA — Okta, Inc.

CIK 1542265 ARDEN HILLS, MN

Position in OKTA

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,203,982

+$1,402,862 QoQ

Shares Held

23,481

+2.6% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#267

of 816 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Gradient Investments LLC holds $215,275,666 across 11 Software - Infrastructure names. OKTA ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	304,934	$113,746,480
2	PANW	Palo Alto Networks Inc	175,216	$59,752,160
3	SNPS	Synopsys Inc	42,230	$18,837,536
4	CRWD	CrowdStrike Holdings, Inc.	175,456	$8,368,593
5	OKTA	Okta, Inc. This page	23,481	$3,203,982
6	FTNT	Fortinet, Inc.	19,628	$3,015,253
7	MDB	MongoDB, Inc.	6,769	$2,273,707
8	CHKP	Check Point Software Technologies Ltd	16,717	$2,197,115

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,203,982	23,481	+2.6%	Shares	Sole	2026-07-08
2026-03-31	$1,801,120	22,883	+762666.7%	Shares	Sole	2026-04-13
2024-06-30	$280	3	-98.5%	Shares	Sole	2024-07-18
2023-09-30	$16,302	200	+4900.0%	Shares	Sole	2023-10-27
2022-12-31	$273	4	-63.6%	Shares	Sole	2023-01-10
2022-09-30	$625	11	-21.4%	Shares	Sole	2022-10-14
2022-06-30	$1,265	14	-100.0%	Shares	Sole	2022-07-11
2022-03-31	$5,842,755	38,704	+13.4%	Shares	Sole	2022-05-26
2021-12-31	$7,653,163	34,140	+72.4%	Shares	Sole	2022-01-12
2021-09-30	$4,701,230	19,808	+19708.0%	Shares	Sole	2021-10-18
2021-06-30	$24,468	100	0.0%	Shares	Sole	2021-07-12
2021-03-31	$22,043	100	0.0%	Shares	Sole	2021-04-21
2020-12-31	$25,426	100	0.0%	Shares	Sole	2021-01-08
2020-09-30	$21,385	100	0.0%	Shares	Sole	2020-10-06
2020-03-31	$12,226	100	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.