Position in OKTA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$410,032
+$253,400 QoQ
Shares Held
3,005
+51.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#508
of 821 holders
Holding Since
Mar 2021
22 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, 2026Allworth Financial LP holds $248,501,777 across 100 Software - Infrastructure names. OKTA ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
407,549 | $152,023,927 | |
| 2 | ORCL |
Oracle Corp
|
330,446 | $48,426,861 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
99,490 | $11,607,498 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
49,124 | $9,372,122 | |
| 5 | PANW |
Palo Alto Networks Inc
|
23,837 | $8,128,893 | |
| 6 | SNPS |
Synopsys Inc
|
9,608 | $4,285,840 | |
| 7 | NET |
Cloudflare, Inc.
|
5,433 | $1,332,606 | |
| 8 | CRWV |
CoreWeave, Inc.
|
11,740 | $1,168,599 |
All Filings in OKTA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,032 | 3,005 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $156,632 | 1,990 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $203,204 | 2,350 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $206,416 | 2,251 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $211,536 | 2,116 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $179,715 | 1,708 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $127,340 | 1,616 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $95,898 | 1,290 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $125,156 | 1,337 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $142,387 | 1,361 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $18,196 | 201 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,824 | 96 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $17,614 | 254 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $24,405 | 283 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $18,654 | 273 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $28,946 | 509 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,073 | 34 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $20,379 | 135 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $9,190 | 41 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $14,240 | 60 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,223 | 5 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,102 | 5 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||