Foundations Investment Advisors, LLC
EndowmentPosition in OKTA — Okta, Inc.
CIK 1743404
PHOENIX, AZ
Position in OKTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$681,567
+$458,645 QoQ
Shares Held
4,995
+105.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#443
of 816 holders
Holding Since
Sep 2025
2 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, 2026Foundations Investment Advisors, LLC holds $231,433,867 across 19 Software - Infrastructure names. OKTA ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
269,741 | $100,618,785 | |
| 2 | ORCL |
Oracle Corp
|
343,560 | $50,348,717 | |
| 3 | PANW |
Palo Alto Networks Inc
|
116,335 | $39,672,561 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
94,437 | $11,017,963 | |
| 5 | NET |
Cloudflare, Inc.
|
37,115 | $9,103,566 | |
| 6 | INFQ |
Infleqtion, Inc.
|
445,956 | $5,940,132 | |
| 7 | CRWV |
CoreWeave, Inc.
|
49,359 | $4,913,194 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
25,072 | $4,783,360 |
All Filings in OKTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,567 | 4,995 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $222,922 | 2,431 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||