Position in OKTA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$134,812
+$40,203 QoQ
Shares Held
988
-17.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#637
of 816 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. OKTA ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,812 | 988 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $94,609 | 1,202 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $111,632 | 1,291 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $116,917 | 1,275 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $156,153 | 1,562 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $91,015 | 865 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $64,616 | 820 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $58,356 | 785 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $51,485 | 550 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $47,497 | 454 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $83,378 | 921 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $66,186 | 812 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $57,560 | 830 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $37,859 | 439 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $119,167 | 1,744 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $180,619 | 3,176 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $172,483 | 1,908 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $498,318 | 3,301 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $731,915 | 3,265 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $771,355 | 3,250 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $459,998 | 1,880 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $167,967 | 762 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $365,625 | 1,438 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $273,086 | 1,277 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $249,486 | 1,246 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $145,978 | 1,194 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||