Position in OKTA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,287,541
+$569,156 QoQ
Shares Held
9,436
+3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#371
of 816 holders
Holding Since
Mar 2020
25 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, 2026Independent Advisor Alliance holds $180,873,719 across 19 Software - Infrastructure names. OKTA ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
310,605 | $115,861,876 | |
| 2 | PANW |
Palo Alto Networks Inc
|
57,614 | $19,647,525 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
121,376 | $14,160,937 | |
| 4 | ORCL |
Oracle Corp
|
66,473 | $9,741,617 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
45,524 | $8,685,295 | |
| 6 | FTNT |
Fortinet, Inc.
|
18,260 | $2,805,100 | |
| 7 | TWLO |
Twilio Inc
|
7,924 | $1,634,958 | |
| 8 | SNPS |
Synopsys Inc
|
3,498 | $1,560,352 |
All Filings in OKTA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,287,541 | 9,436 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $718,385 | 9,127 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $684,236 | 7,913 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $610,904 | 6,662 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $526,641 | 5,268 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $556,402 | 5,288 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $439,388 | 5,576 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $437,564 | 5,886 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $594,329 | 6,349 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $637,240 | 6,091 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $514,844 | 5,687 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $464,199 | 5,695 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,730,143 | 24,948 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $785,301 | 9,106 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $570,178 | 10,026 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $969,449 | 10,724 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,770,760 | 11,730 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,725,010 | 12,156 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,740,802 | 11,548 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,796,692 | 11,430 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,240,891 | 10,166 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,213,837 | 4,774 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,023,272 | 4,785 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $941,481 | 4,702 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $679,520 | 5,558 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||