Position in OKTA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,164,873
+$204,061 QoQ
Shares Held
8,537
-30.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#382
of 816 holders
Holding Since
Jun 2020
3 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, 2026Private Advisory Group LLC holds $61,147,608 across 9 Software - Infrastructure names. OKTA ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
136,240 | $50,820,244 | |
| 2 | NET |
Cloudflare, Inc.
|
24,202 | $5,936,266 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
6,492 | $1,238,575 | |
| 4 | OKTA |
Okta, Inc.
This page
|
8,537 | $1,164,873 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,141 | $730,122 | |
| 6 | ORCL |
Oracle Corp
|
2,417 | $354,211 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,166 | $315,143 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
2,536 | $295,875 |
All Filings in OKTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,164,873 | 8,537 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $960,812 | 12,207 | Shares | Other | 2026-05-08 | |
| 2020-06-30 | $518,996 | 2,592 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||