Position in OKTA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$136,797
-$14,698 QoQ
Shares Held
1,738
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Sunbelt Securities, Inc. holds $48,678,080 across 67 Software - Infrastructure names. OKTA ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
78,521 | $29,066,118 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,167 | $12,165,668 | |
| 3 | PANW |
Palo Alto Networks Inc
|
9,364 | $1,501,236 | |
| 4 | ORCL |
Oracle Corp
|
9,351 | $1,375,625 | |
| 5 | FTNT |
Fortinet, Inc.
|
14,839 | $1,212,643 | |
| 6 | ZS |
Zscaler, Inc.
|
5,447 | $764,159 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
7,252 | $707,813 | |
| 8 | IOT |
Samsara Inc.
|
11,400 | $361,266 |
All Filings in OKTA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,797 | 1,738 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $151,495 | 1,752 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $165,885 | 1,809 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $169,149 | 1,692 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $140,153 | 1,332 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $133,329 | 1,692 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $132,176 | 1,778 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $165,876 | 1,772 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $199,091 | 1,903 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $42,005 | 464 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $38,146 | 468 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $34,328 | 495 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $62,868 | 729 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $268,400 | 3,928 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $214,797 | 3,777 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $316,400 | 3,500 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $490,469 | 3,249 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $713,981 | 3,185 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $725,073 | 3,055 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $747,497 | 3,055 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $644,096 | 2,922 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $680,908 | 2,678 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $498,484 | 2,331 | Shares | Sole | 2020-11-17 | |
| 2020-03-31 | $575,600 | 4,708 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||