Gilbert & Cook, Inc.

Position in OKTA — Okta, Inc.

CIK 1675762 WEST DES MOINES, IA

Position in OKTA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$974,662

+$401,103 QoQ

Shares Held

7,143

-2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#398

of 816 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Gilbert & Cook, Inc. holds $5,774,040 across 4 Software - Infrastructure names. OKTA ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,618	$3,587,706
2	OKTA	Okta, Inc. This page	7,143	$974,662
3	PLTR	Palantir Technologies Inc.	7,670	$894,858
4	TOST	Toast, Inc.	11,388	$316,814

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$974,662	7,143	-2.0%	Shares	Sole	2026-07-28
2026-03-31	$573,559	7,287	-1.0%	Shares	Sole	2026-05-05
2025-12-31	$636,678	7,363	+0.5%	Shares	Sole	2026-01-07
2025-09-30	$671,610	7,324	-22.7%	Shares	Sole	2025-11-12
2025-06-30	$947,215	9,475	+2.1%	Shares	Sole	2025-08-05
2025-03-31	$976,125	9,277	-0.5%	Shares	Sole	2025-05-06
2024-12-31	$734,337	9,319	-31.8%	Shares	Sole	2025-01-23
2024-09-30	$1,015,633	13,662	-2.6%	Shares	Sole	2024-11-07
2024-06-30	$1,313,348	14,030	-9.1%	Shares	Sole	2024-08-01
2024-03-31	$1,615,018	15,437	+1.6%	Shares	Sole	2024-05-02
2023-12-31	$1,375,693	15,196	+21.4%	Shares	Sole	2024-02-13
2023-09-30	$1,020,505	12,520	+202.7%	Shares	Sole	2023-11-02
2023-06-30	$286,831	4,136	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.