Position in OKTA
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$359,272
+$162,025 QoQ
Shares Held
2,633
+5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#545
of 816 holders
Holding Since
Sep 2020
7 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, 2026CX Institutional holds $82,934,434 across 34 Software - Infrastructure names. OKTA ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
118,731 | $44,289,037 | |
| 2 | TDC |
Teradata Corp /De/
|
350,870 | $12,157,645 | |
| 3 | VRSN |
Verisign Inc/Ca
|
33,004 | $8,302,486 | |
| 4 | EEFT |
Euronet Worldwide, Inc.
|
86,453 | $6,327,495 | |
| 5 | ORCL |
Oracle Corp
|
15,908 | $2,331,317 | |
| 6 | PANW |
Palo Alto Networks Inc
|
6,717 | $2,290,631 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,686 | $1,180,723 | |
| 8 | SNPS |
Synopsys Inc
|
2,234 | $996,520 |
All Filings in OKTA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,272 | 2,633 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $197,247 | 2,506 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $100,824 | 1,166 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $91,333 | 996 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $66,080 | 661 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $52,294 | 497 | Shares | Sole | 2025-04-15 | |
| 2020-09-30 | $8,554 | 40 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||