Chicago Partners Investment Group LLC

Position in OKTA — Okta, Inc.

CIK 1563525 CHICAGO, IL

Position in OKTA

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

Position Value

$256,253

+$9,814 QoQ

Shares Held

1,878

-34.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#590

of 816 holders

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Technology · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $106,651,859 across 34 Software - Infrastructure names. OKTA ranks #30 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	141,534	$52,795,012
2	CRWD	CrowdStrike Holdings, Inc.	72,096	$13,754,835
3	ORCL	Oracle Corp	45,004	$6,595,336
4	PLTR	Palantir Technologies Inc.	31,209	$3,641,154
5	FTNT	Fortinet, Inc.	20,971	$3,221,565
6	VRSN	Verisign Inc/Ca	11,225	$2,823,761
7	PANW	Palo Alto Networks Inc	6,308	$2,151,154
8	FFIV	F5, Inc.	4,888	$2,033,212

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,253	1,878	-34.1%	Shares	Sole	2026-07-30
2025-12-31	$246,439	2,850	-47.4%	Shares	Sole	2026-01-28
2025-09-30	$496,555	5,415	+82.4%	Shares	Sole	2025-10-30
2025-06-30	$296,710	2,968	+29.7%	Shares	Sole	2025-07-29
2025-03-31	$240,848	2,289	+170.2%	Shares	Sole	2025-05-09
2021-09-30	$201,026	847	-15.0%	Shares	Sole	2021-11-12
2021-06-30	$243,701	996	+5.2%	Shares	Sole	2021-08-02
2021-03-31	$208,747	947	-5.8%	Shares	Sole	2021-04-28
2020-12-31	$255,531	1,005	+4.5%	Shares	Sole	2021-01-27
2020-09-30	$205,723	962	-2.3%	Shares	Sole	2020-11-06
2020-06-30	$197,226	985	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.