Position in OKTA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,361
-$233 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Sound Income Strategies, LLC holds $22,157,565 across 7 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
36,558 | $13,636,865 | |
| 2 | GEN |
Gen Digital Inc.
|
216,095 | $5,378,604 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,752 | $1,254,435 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,206 | $752,290 | |
| 5 | ORCL |
Oracle Corp
|
4,768 | $698,750 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,491 | $229,047 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,352 | $207,574 |
All Filings in OKTA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,361 | 30 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,594 | 30 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,751 | 30 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,999 | 30 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,156 | 30 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,364 | 30 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,230 | 30 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,808 | 30 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,138 | 30 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,715 | 30 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,445 | 30 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,080 | 30 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,587 | 30 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $2,049 | 30 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,706 | 30 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,712 | 30 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,528 | 30 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $6,725 | 30 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $7,120 | 30 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $7,340 | 30 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $9,258 | 42 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $10,678 | 42 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $8,981 | 42 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $8,409 | 42 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,467 | 12 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||