Position in OKTA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,321
+$2,409 QoQ
Shares Held
39
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#744
of 816 holders
Holding Since
Jun 2021
7 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, 2026FINANCIAL CONSULATE, INC holds $3,519,083 across 30 Software - Infrastructure names. OKTA ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,020 | $2,991,620 | |
| 2 | PANW |
Palo Alto Networks Inc
|
730 | $248,944 | |
| 3 | TOST |
Toast, Inc.
|
1,809 | $50,326 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
988 | $47,123 | |
| 5 | ORCL |
Oracle Corp
|
268 | $39,275 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
235 | $27,417 | |
| 7 | NET |
Cloudflare, Inc.
|
75 | $18,396 | |
| 8 | AI |
C3.ai, Inc.
|
1,905 | $17,316 |
All Filings in OKTA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,321 | 39 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,912 | 37 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,846 | 137 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $40,072 | 437 | Shares | Sole | 2025-10-21 | |
| 2021-12-31 | $221,928 | 990 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $219,539 | 925 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $212,382 | 868 | Shares | Other | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||