Position in OKTA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$219,207
-$22,130 QoQ
Shares Held
2,785
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
All Filings in OKTA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,207 | 2,785 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $241,337 | 2,791 | Shares | Other | 2026-01-28 | |
| 2025-09-30 | $255,109 | 2,782 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $273,417 | 2,735 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $287,566 | 2,733 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $313,545 | 3,979 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $418,682 | 5,632 | Shares | Other | 2025-01-31 | |
| 2024-06-30 | $526,837 | 5,628 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $588,801 | 5,628 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $509,502 | 5,628 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $546,932 | 6,710 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $465,338 | 6,710 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $992,104 | 11,504 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||