Position in OKTA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$491,220
New position
Shares Held
3,600
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#103
of 231 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Legacy Advisors, LLC holds $19,622,827 across 13 Software - Infrastructure names. OKTA ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,656 | $14,046,441 | |
| 2 | ORCL |
Oracle Corp
|
8,946 | $1,311,036 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,456 | $837,545 | |
| 4 | SNPS |
Synopsys Inc
|
1,621 | $723,079 | |
| 5 | TOST |
Toast, Inc.
|
23,481 | $653,241 | |
| 6 | OKTA |
Okta, Inc.
This page
|
3,600 | $491,220 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
3,011 | $351,293 | |
| 8 | RELY |
Remitly Global, Inc.
|
13,713 | $307,308 |
All Filings in OKTA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,220 | 3,600 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||