Position in OKTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,553,724
+$5,202,076 QoQ
Shares Held
77,345
+13.8% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#160
of 816 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 26%
Shared 21%
None 53%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cerity Partners LLC holds $2,816,204,418 across 73 Software - Infrastructure names. OKTA ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,142,310 | $1,545,164,473 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,012,015 | $345,117,351 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,170,628 | $223,338,262 | |
| 4 | ORCL |
Oracle Corp
|
1,223,064 | $179,240,028 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
909,588 | $106,121,631 | |
| 6 | FTNT |
Fortinet, Inc.
|
382,110 | $58,699,737 | |
| 7 | SNPS |
Synopsys Inc
|
130,991 | $58,431,154 | |
| 8 | XYZ |
Block, Inc.
|
434,332 | $33,009,232 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,553,724 | 77,345 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,351,648 | 67,992 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,112,080 | 47,555 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,845,680 | 74,653 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $7,224,332 | 72,265 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,555,416 | 62,302 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,258,639 | 66,734 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,044,988 | 54,412 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,635,928 | 17,476 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,969,053 | 18,821 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,488,090 | 3,172,223 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $4,109,245 | 50,414 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,820,741 | 40,674 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $377,127 | 4,373 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $434,305 | 6,356 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $276,274 | 4,858 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $553,428 | 6,122 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $915,572 | 6,065 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,266,134 | 10,109 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,538,675 | 6,483 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,458,537 | 5,961 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,020,461 | 9,166 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $879,231 | 3,458 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $567,344 | 2,653 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $393,251 | 1,964 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $241,952 | 1,979 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||