Beacon Pointe Advisors, LLC

Position in OKTA — Okta, Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in OKTA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$8,383,716

-$20,303 QoQ

Shares Held

106,514

+9.6% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Beacon Pointe Advisors, LLC holds $533,279,851 across 27 Software - Infrastructure names. OKTA ranks #8 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	891,062	$329,844,420
2	PANW	Palo Alto Networks Inc	247,635	$39,700,843
3	PLTR	Palantir Technologies Inc.	253,075	$37,019,811
4	FTNT	Fortinet, Inc.	394,508	$32,239,193
5	ORCL	Oracle Corp	165,908	$24,406,725
6	RBRK	Rubrik, Inc.	392,054	$19,198,884
7	XYZ	Block, Inc.	206,096	$12,402,857
8	OKTA	Okta, Inc. This page	106,514	$8,383,716

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,383,716	106,514	+9.6%	Shares	Sole	2026-05-15
2025-12-31	$8,404,019	97,190	+17.8%	Shares	Sole	2026-02-18
2025-09-30	$7,567,634	82,526	+10.1%	Shares	Sole	2025-11-14
2025-06-30	$7,495,150	74,974	+7.6%	Shares	Sole	2025-08-13
2025-03-31	$7,334,886	69,710	+18.3%	Shares	Sole	2025-05-13
2024-12-31	$4,643,053	58,922	+44.6%	Shares	Sole	2025-02-14
2024-09-30	$3,028,239	40,735	+6.5%	Shares	Sole	2024-11-14
2024-06-30	$3,579,459	38,238	-38.4%	Shares	Sole	2024-08-12
2024-03-31	$6,492,194	62,055	+1.2%	Shares	Sole	2024-05-14
2023-12-31	$5,549,760	61,303	+80.4%	Shares	Sole	2024-02-08
2023-09-30	$2,769,220	33,974	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.