Position in OKTA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$204,675
+$125,965 QoQ
Shares Held
1,500
+50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#147
of 231 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Crewe Advisors LLC holds $37,040,730 across 37 Software - Infrastructure names. OKTA ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,611 | $32,680,655 | |
| 2 | ORCL |
Oracle Corp
|
7,936 | $1,163,020 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,446 | $834,134 | |
| 4 | MDB |
MongoDB, Inc.
|
1,000 | $335,900 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,691 | $313,958 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,519 | $233,348 | |
| 7 | OKTA |
Okta, Inc.
This page
|
1,500 | $204,675 | |
| 8 | PDYN |
Palladyne AI Corp.
|
31,150 | $189,392 |
All Filings in OKTA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,675 | 1,500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $78,710 | 1,000 | Shares | Sole | 2026-05-07 | |
| 2023-06-30 | $138 | 2 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $5,778 | 67 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,149 | 90 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,914 | 104 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,136 | 90 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $1,186 | 5 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,223 | 5 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,102 | 5 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,271 | 5 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,069 | 5 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||