Position in OKTA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,015,733
+$467,912 QoQ
Shares Held
7,444
+7.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026Truvestments Capital LLC holds $24,214,651 across 43 Software - Infrastructure names. OKTA ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,694 | $6,600,215 | |
| 2 | TWLO |
Twilio Inc
|
21,616 | $4,460,029 | |
| 3 | ORCL |
Oracle Corp
|
17,998 | $2,637,606 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,089 | $2,417,490 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,950 | $1,860,886 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,400 | $1,793,379 | |
| 7 | OKTA |
Okta, Inc.
This page
|
7,444 | $1,015,733 | |
| 8 | NET |
Cloudflare, Inc.
|
3,863 | $947,516 |
All Filings in OKTA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,015,733 | 7,444 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $547,821 | 6,960 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $553,753 | 6,404 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $512,052 | 5,584 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $529,241 | 5,294 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $545,355 | 5,183 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $301,725 | 3,829 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $263,683 | 3,547 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $266,039 | 2,842 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $258,411 | 2,470 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,106 | 200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,302 | 200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,870 | 200 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $17,248 | 200 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,920 | 233 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,374 | 200 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $18,080 | 200 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $44,834 | 200 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||