Position in OKTA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$757,706
+$310,161 QoQ
Shares Held
5,553
-2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#431
of 821 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Derivatives in OKTA
reported options exposure · as of Sep 30, 2025CallValue
$554
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $470,318,257 across 45 Software - Infrastructure names. OKTA ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
906,219 | $338,037,811 | |
| 2 | PANW |
Palo Alto Networks Inc
|
108,160 | $36,884,723 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
243,293 | $28,384,994 | |
| 4 | ORCL |
Oracle Corp
|
109,489 | $16,045,612 | |
| 5 | FFIV |
F5, Inc.
|
22,144 | $9,211,018 | |
| 6 | SNPS |
Synopsys Inc
|
14,866 | $6,631,276 | |
| 7 | FTNT |
Fortinet, Inc.
|
34,304 | $5,269,780 | |
| 8 | AKAM |
Akamai Technologies Inc
|
30,710 | $3,630,229 |
All Filings in OKTA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,706 | 5,553 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $447,545 | 5,686 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $439,786 | 5,086 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $260,703 | 2,843 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $554 | 300 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $341,997 | 3,421 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $264,943 | 2,518 | Shares | Sole | 2025-04-23 | |
| 2024-03-31 | $214,261 | 2,048 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||