Position in OKTA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,093
+$1,732 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#755
of 816 holders
Holding Since
Jun 2023
13 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, 2026IFS Advisors, LLC holds $196,283 across 8 Software - Infrastructure names. OKTA ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
596 | $113,707 | |
| 2 | MSFT |
Microsoft Corp
|
107 | $39,913 | |
| 3 | PANW |
Palo Alto Networks Inc
|
89 | $30,350 | |
| 4 | NET |
Cloudflare, Inc.
|
17 | $4,169 | |
| 5 | OKTA |
Okta, Inc.
This page
|
30 | $4,093 | |
| 6 | XYZ |
Block, Inc.
|
25 | $1,900 | |
| 7 | S |
SentinelOne, Inc.
|
100 | $1,697 | |
| 8 | AI |
C3.ai, Inc.
|
50 | $454 |
All Filings in OKTA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,093 | 30 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,361 | 30 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $2,594 | 30 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,751 | 30 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,999 | 30 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,156 | 30 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,364 | 30 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,230 | 30 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,808 | 30 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,138 | 30 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $2,715 | 30 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,445 | 30 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,080 | 30 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||