Position in OKTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,384,285
-$1,236,128 QoQ
Shares Held
10,145
-69.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#361
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, 2026Steward Partners Investment Advisory, LLC holds $635,352,526 across 80 Software - Infrastructure names. OKTA ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
999,760 | $372,930,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
222,654 | $75,929,467 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
319,916 | $61,035,174 | |
| 4 | ORCL |
Oracle Corp
|
233,556 | $34,227,631 | |
| 5 | CRWV |
CoreWeave, Inc.
|
305,710 | $30,430,373 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
207,382 | $24,195,257 | |
| 7 | SNPS |
Synopsys Inc
|
20,602 | $9,189,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,532 | $8,069,965 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,384,285 | 10,145 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,620,413 | 33,292 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,827,396 | 32,698 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,033,160 | 33,077 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $223,732 | 2,238 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $223,592 | 2,125 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $144,519 | 1,834 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $119,092 | 1,602 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $142,193 | 1,519 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $96,041 | 918 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,309,782 | 25,514 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $52,166 | 640 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $90,640 | 1,307 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $42,775 | 496 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $46,191 | 676 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $63,466 | 1,116 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $85,518 | 946 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $133,146 | 882 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $161,178 | 719 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,203,939 | 9,286 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $179,105 | 732 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $210,731 | 956 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $221,714 | 872 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $226,894 | 1,061 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $81,293 | 406 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $53,427 | 437 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||