Position in OKTA
as of Sep 30, 2026
· filed Oct 1, 2026
Position Value
$25,720
New position
Shares Held
123
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 6 holders
Holding Since
Sep 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Sep 30, 2026BURKETT FINANCIAL SERVICES, LLC holds $4,665,574 across 8 Software - Infrastructure names. OKTA ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,404 | $4,310,411 | |
| 2 | ORCL |
Oracle Corp
|
1,354 | $185,904 | |
| 3 | NET |
Cloudflare, Inc.
|
218 | $75,707 | |
| 4 | CPAY |
Corpay, Inc.
|
77 | $29,922 | |
| 5 | ZS |
Zscaler, Inc.
|
133 | $26,522 | |
| 6 | OKTA |
Okta, Inc.
This page
|
123 | $25,720 | |
| 7 | PATH |
UiPath, Inc.
|
879 | $11,286 | |
| 8 | MBGL |
Mobility Global Inc.
|
6 | $102 |
All Filings in OKTA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $25,720 | 123 | Shares | Sole | 2026-10-01 | |
| No filing history on record for this holder in this stock. | ||||||