Position in OKTA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$385,880
+$350,067 QoQ
Shares Held
2,828
+521.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#525
of 816 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $969,757,045 across 71 Software - Infrastructure names. OKTA ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,661,376 | $619,726,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
467,364 | $159,380,471 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
548,759 | $64,023,712 | |
| 4 | ORCL |
Oracle Corp
|
409,753 | $60,049,302 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
116,140 | $22,157,769 | |
| 6 | CRWV |
CoreWeave, Inc.
|
77,332 | $7,697,627 | |
| 7 | NET |
Cloudflare, Inc.
|
28,475 | $6,984,348 | |
| 8 | SNPS |
Synopsys Inc
|
8,556 | $3,816,574 |
All Filings in OKTA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,880 | 2,828 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $35,813 | 455 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $253,443 | 2,931 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $380,279 | 4,147 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $434,569 | 4,347 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $581,866 | 5,530 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $45,704 | 580 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $293,196 | 3,944 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $369,197 | 3,944 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $427,268 | 4,084 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $383,304 | 4,234 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $298,326 | 3,660 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $258,952 | 3,734 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,249,876 | 14,493 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $285,346 | 4,176 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $285,771 | 5,025 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $476,046 | 5,266 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $1,771,391 | 7,902 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $729,108 | 3,072 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $761,933 | 3,114 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $711,548 | 3,228 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,236,466 | 4,863 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $717,680 | 3,356 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $977,723 | 4,883 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $329,123 | 2,692 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||