Position in OKTA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,489,761
+$658,899 QoQ
Shares Held
10,918
+3.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#353
of 816 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Baird Financial Group, Inc. holds $2,668,729,205 across 35 Software - Infrastructure names. OKTA ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,836,049 | $2,176,962,997 | |
| 2 | PANW |
Palo Alto Networks Inc
|
471,534 | $160,802,524 | |
| 3 | ORCL |
Oracle Corp
|
509,857 | $74,719,543 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
509,631 | $59,458,647 | |
| 5 | TWLO |
Twilio Inc
|
158,347 | $32,671,736 | |
| 6 | VRSN |
Verisign Inc/Ca
|
126,697 | $31,871,895 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
143,872 | $27,448,617 | |
| 8 | FTNT |
Fortinet, Inc.
|
152,365 | $23,406,310 |
All Filings in OKTA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,761 | 10,918 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $830,862 | 10,556 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $755,488 | 8,737 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $759,184 | 8,279 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $911,526 | 9,118 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,533,581 | 14,575 | Shares | Defined | 2025-05-15 | |
| 2024-06-30 | $277,740 | 2,967 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $303,921 | 2,905 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $1,323,524 | 15,347 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,064,378 | 15,602 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,013,024 | 17,813 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,563,919 | 17,300 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $2,809,968 | 18,614 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,180,322 | 18,648 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $4,357,562 | 18,360 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,296,091 | 17,558 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $4,140,116 | 18,782 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,142,658 | 16,293 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,457,526 | 16,168 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,257,341 | 16,268 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $325,822 | 2,665 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||