Position in OKTA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$372,781
+$119,099 QoQ
Shares Held
2,732
-15.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#531
of 816 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $298,905,724 across 29 Software - Infrastructure names. OKTA ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
390,062 | $145,500,927 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
209,776 | $40,022,114 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
333,196 | $38,873,977 | |
| 4 | PANW |
Palo Alto Networks Inc
|
95,382 | $32,527,169 | |
| 5 | ORCL |
Oracle Corp
|
109,258 | $16,011,759 | |
| 6 | CRWV |
CoreWeave, Inc.
|
64,417 | $6,412,068 | |
| 7 | NET |
Cloudflare, Inc.
|
12,968 | $3,180,791 | |
| 8 | FTNT |
Fortinet, Inc.
|
15,409 | $2,367,130 |
All Filings in OKTA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,781 | 2,732 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $253,682 | 3,223 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $375,106 | 4,338 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $447,496 | 4,880 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $510,346 | 5,105 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $567,977 | 5,398 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||