Position in OKTA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,730
-$547 QoQ
Shares Held
42
-30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#740
of 816 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $5,995,567 across 14 Software - Infrastructure names. OKTA ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,179 | $5,289,050 | |
| 2 | ORCL |
Oracle Corp
|
1,525 | $223,488 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,584 | $184,805 | |
| 4 | CRWV |
CoreWeave, Inc.
|
1,365 | $135,872 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,280 | $61,051 | |
| 6 | PANW |
Palo Alto Networks Inc
|
131 | $44,673 | |
| 7 | NET |
Cloudflare, Inc.
|
85 | $20,848 | |
| 8 | MDB |
MongoDB, Inc.
|
34 | $11,420 |
All Filings in OKTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,730 | 42 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $6,277 | 60 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||