Position in OKTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$117,756
-$128,685 QoQ
Shares Held
863
-72.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#640
of 816 holders
Holding Since
Jun 2020
22 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, 2026Larson Financial Group LLC holds $67,315,543 across 79 Software - Infrastructure names. OKTA ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
84,474 | $31,510,491 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
88,594 | $10,336,261 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
52,364 | $9,990,265 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,266 | $2,477,851 | |
| 5 | ORCL |
Oracle Corp
|
11,598 | $1,699,686 | |
| 6 | NET |
Cloudflare, Inc.
|
6,199 | $1,520,490 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,262 | $1,115,588 | |
| 8 | SNPS |
Synopsys Inc
|
2,358 | $1,051,833 |
All Filings in OKTA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,756 | 863 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $246,441 | 3,131 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $48,942 | 566 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $106,280 | 1,159 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,982 | 570 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $74,390 | 707 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,418 | 18 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,378 | 32 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,216 | 13 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $104 | 1 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $90 | 1 | Shares | Sole | 2024-02-01 | |
| 2022-12-31 | $1,093 | 16 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $909 | 16 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,446 | 16 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,415 | 16 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $4,483 | 20 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,797 | 16 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,914 | 16 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $22,263 | 101 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $25,680 | 101 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $21,598 | 101 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $20,223 | 101 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||