Position in OKTA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$834,801
+$595,995 QoQ
Shares Held
6,118
+101.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#416
of 816 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $62,932,322 across 9 Software - Infrastructure names. OKTA ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
75,705 | $28,239,479 | |
| 2 | PANW |
Palo Alto Networks Inc
|
63,911 | $21,794,929 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
39,764 | $7,586,374 | |
| 4 | GEN |
Gen Digital Inc.
|
69,628 | $1,733,040 | |
| 5 | ORCL |
Oracle Corp
|
7,559 | $1,107,771 | |
| 6 | OKTA |
Okta, Inc.
This page
|
6,118 | $834,801 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
6,925 | $807,939 | |
| 8 | RBRK |
Rubrik, Inc.
|
10,050 | $806,814 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,801 | 6,118 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $238,806 | 3,034 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $278,433 | 3,220 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $290,138 | 3,164 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $329,401 | 3,295 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,025,684 | 9,748 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $750,097 | 9,519 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $707,642 | 9,519 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $891,073 | 9,519 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $995,877 | 9,519 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $869,902 | 9,609 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $783,229 | 9,609 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $666,384 | 9,609 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $828,680 | 9,609 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $656,582 | 9,609 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $317,448 | 5,582 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $504,612 | 5,582 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $842,658 | 5,582 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,594,543 | 11,574 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $1,303,471 | 5,492 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $1,343,782 | 5,492 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,210,601 | 5,492 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,523,525 | 5,992 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,281,389 | 5,992 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,199,778 | 5,992 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $732,581 | 5,992 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||