Position in OKTA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$550,439
+$151,616 QoQ
Shares Held
4,034
-20.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#468
of 816 holders
Holding Since
Mar 2020
19 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, 2026Stratos Wealth Partners, LTD. holds $229,222,826 across 15 Software - Infrastructure names. OKTA ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
375,875 | $140,208,892 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
206,936 | $24,143,223 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
120,520 | $22,993,408 | |
| 4 | PANW |
Palo Alto Networks Inc
|
45,643 | $15,565,175 | |
| 5 | ORCL |
Oracle Corp
|
100,262 | $14,693,396 | |
| 6 | CRWV |
CoreWeave, Inc.
|
44,820 | $4,461,382 | |
| 7 | NET |
Cloudflare, Inc.
|
12,638 | $3,099,848 | |
| 8 | TWLO |
Twilio Inc
|
9,370 | $1,933,312 |
All Filings in OKTA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,439 | 4,034 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $398,823 | 5,067 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $452,065 | 5,228 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $522,965 | 5,703 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $622,113 | 6,223 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $447,079 | 4,249 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $438,837 | 5,569 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $558,070 | 7,507 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $461,684 | 4,932 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $484,704 | 4,633 | Shares | Sole | 2024-04-16 | |
| 2022-03-31 | $351,736 | 2,330 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $749,848 | 3,345 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $824,756 | 3,475 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $849,528 | 3,472 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $741,526 | 3,364 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $914,827 | 3,598 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $780,980 | 3,652 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $704,008 | 3,516 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $429,010 | 3,509 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||