Position in OKTA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,138
+$2,115 QoQ
Shares Held
23
+76.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#762
of 816 holders
Holding Since
Sep 2020
7 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, 2026Bay Harbor Wealth Management, LLC holds $1,024,750 across 35 Software - Infrastructure names. OKTA ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,793 | $668,824 | |
| 2 | ORCL |
Oracle Corp
|
835 | $122,369 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
916 | $106,869 | |
| 4 | PANW |
Palo Alto Networks Inc
|
78 | $26,599 | |
| 5 | FTNT |
Fortinet, Inc.
|
95 | $14,593 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
68 | $12,973 | |
| 7 | SNPS |
Synopsys Inc
|
19 | $8,475 | |
| 8 | NET |
Cloudflare, Inc.
|
29 | $7,113 |
All Filings in OKTA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,138 | 23 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $1,023 | 13 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $1,210 | 14 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $825 | 9 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $699 | 7 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $420 | 4 | Shares | Sole | 2025-05-12 | |
| 2020-09-30 | $1,069 | 5 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||