Position in OKTA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$985,300
+$474,161 QoQ
Shares Held
7,221
+11.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#396
of 816 holders
Holding Since
Mar 2025
6 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, 2026Merit Financial Group, LLC holds $305,833,799 across 49 Software - Infrastructure names. OKTA ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
520,766 | $194,256,126 | |
| 2 | ORCL |
Oracle Corp
|
113,663 | $16,657,307 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
136,015 | $15,868,864 | |
| 4 | FTNT |
Fortinet, Inc.
|
103,082 | $15,835,454 | |
| 5 | PANW |
Palo Alto Networks Inc
|
40,098 | $13,674,214 | |
| 6 | SNPS |
Synopsys Inc
|
25,247 | $11,261,924 | |
| 7 | VRSN |
Verisign Inc/Ca
|
15,534 | $3,907,730 | |
| 8 | RBRK |
Rubrik, Inc.
|
36,237 | $2,909,104 |
All Filings in OKTA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,300 | 7,221 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $511,139 | 6,494 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $470,826 | 5,445 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $641,897 | 7,000 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $680,795 | 6,810 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $822,925 | 7,821 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||