Position in OKTA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$436,640
+$171,781 QoQ
Shares Held
3,200
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#126
of 259 holders
Holding Since
Jun 2025
5 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, 2026BFSG, LLC holds $36,907,901 across 17 Software - Infrastructure names. OKTA ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,361 | $22,515,860 | |
| 2 | PANW |
Palo Alto Networks Inc
|
34,221 | $11,670,045 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
12,051 | $1,405,990 | |
| 4 | OKTA |
Okta, Inc.
This page
|
3,200 | $436,640 | |
| 5 | FOUR |
Shift4 Payments, Inc.
|
5,670 | $275,788 | |
| 6 | RPAY |
Repay Holdings Corp
|
49,852 | $209,378 | |
| 7 | AIOT |
Powerfleet, Inc.
|
46,423 | $177,800 | |
| 8 | PSFE |
Paysafe Ltd
|
21,069 | $157,385 |
All Filings in OKTA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,640 | 3,200 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $264,859 | 3,365 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $290,971 | 3,365 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $308,570 | 3,365 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $336,399 | 3,365 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||