Position in OKTA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$137,405
+$89,471 QoQ
Shares Held
1,007
+65.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#639
of 821 holders
Holding Since
Mar 2020
18 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $51,948,753 across 43 Software - Infrastructure names. OKTA ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,255 | $40,008,260 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,860 | $2,339,397 | |
| 3 | MDB |
MongoDB, Inc.
|
6,078 | $2,041,600 | |
| 4 | ORCL |
Oracle Corp
|
11,648 | $1,707,014 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,884 | $1,036,496 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,098 | $629,534 | |
| 7 | IOT |
Samsara Inc.
|
17,675 | $573,200 | |
| 8 | NET |
Cloudflare, Inc.
|
2,231 | $547,219 |
All Filings in OKTA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,405 | 1,007 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $47,934 | 609 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $94,079 | 1,088 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $48,509 | 529 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $46,785 | 468 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $59,028 | 561 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $36,957 | 469 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $966 | 13 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,216 | 13 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,464 | 14 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $12,982 | 86 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,848 | 12 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,936 | 12 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,645 | 12 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $3,051 | 12 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $2,566 | 12 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $2,402 | 12 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,100 | 9 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||