Position in OKTA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$943,732
+$258,890 QoQ
Shares Held
11,990
+51.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026Triumph Capital Management holds $15,013,325 across 36 Software - Infrastructure names. OKTA ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,603 | $4,665,252 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
19,370 | $2,833,443 | |
| 3 | ORCL |
Oracle Corp
|
11,265 | $1,657,194 | |
| 4 | ZS |
Zscaler, Inc.
|
7,490 | $1,050,772 | |
| 5 | OKTA |
Okta, Inc.
This page
|
11,990 | $943,732 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
15,258 | $667,232 | |
| 7 | NTSK |
Netskope Inc
|
68,528 | $581,802 | |
| 8 | PANW |
Palo Alto Networks Inc
|
3,397 | $544,607 |
All Filings in OKTA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $943,732 | 11,990 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $684,842 | 7,920 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,166,882 | 12,725 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $795,261 | 7,955 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $808,931 | 7,688 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $456,330 | 5,791 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $380,472 | 5,118 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $489,112 | 5,225 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $332,168 | 3,175 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $395,163 | 4,365 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $382,526 | 4,693 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $295,153 | 4,256 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $417,142 | 4,837 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $625,492 | 9,154 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $597,021 | 10,498 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $623,127 | 6,893 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $690,038 | 4,571 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $675,424 | 3,013 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $792,478 | 3,339 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||