Position in OKTA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$42,299
+$17,899 QoQ
Shares Held
310
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#668
of 816 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $155,947,326 across 15 Software - Infrastructure names. OKTA ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
181,210 | $67,594,954 | |
| 2 | PANW |
Palo Alto Networks Inc
|
146,516 | $49,964,886 | |
| 3 | FTNT |
Fortinet, Inc.
|
231,189 | $35,515,254 | |
| 4 | ORCL |
Oracle Corp
|
8,055 | $1,180,460 | |
| 5 | AKAM |
Akamai Technologies Inc
|
5,607 | $662,803 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,775 | $446,519 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
8,996 | $429,075 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
585 | $68,251 |
All Filings in OKTA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,299 | 310 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $24,400 | 310 | Shares | Sole | 2026-04-14 | |
| 2024-09-30 | $655,678 | 8,820 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $830,320 | 8,870 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,022,137 | 9,770 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,038,379 | 11,470 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,021,564 | 12,533 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $895,932 | 12,919 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,531,708 | 17,761 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,175,822 | 17,208 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,478,335 | 25,995 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,326,986 | 25,741 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,603,566 | 23,871 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,306,305 | 19,210 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,775,130 | 15,906 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,501,111 | 6,135 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,153,730 | 5,234 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $871,857 | 3,429 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $220,051 | 1,029 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||