Position in OKTA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$320,585
+$110,982 QoQ
Shares Held
4,073
+68.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
6 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, 2026CERTUITY, LLC holds $45,412,859 across 19 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,655 | $21,879,488 | |
| 2 | PANW |
Palo Alto Networks Inc
|
30,085 | $10,259,586 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
14,996 | $2,861,011 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
17,577 | $2,050,708 | |
| 5 | TWLO |
Twilio Inc
|
5,487 | $1,132,132 | |
| 6 | NTAP |
NetApp, Inc.
|
6,997 | $1,082,855 | |
| 7 | ORCL |
Oracle Corp
|
6,905 | $1,011,927 | |
| 8 | NET |
Cloudflare, Inc.
|
3,473 | $851,857 |
All Filings in OKTA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $320,585 | 4,073 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $209,603 | 2,424 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $293,715 | 3,203 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $211,536 | 2,116 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $254,316 | 2,417 | Shares | Sole | 2025-05-13 | |
| 2021-03-31 | $216,682 | 983 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||