Position in OKTA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$690,437
+$283,822 QoQ
Shares Held
5,060
-2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#441
of 816 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Derivatives in OKTA
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$213,850
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SteelPeak Wealth, LLC holds $100,829,649 across 10 Software - Infrastructure names. OKTA ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
195,044 | $72,755,312 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
99,778 | $11,641,099 | |
| 3 | PANW |
Palo Alto Networks Inc
|
21,255 | $7,248,380 | |
| 4 | NET |
Cloudflare, Inc.
|
10,035 | $2,461,384 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
44,940 | $2,143,469 | |
| 6 | ORCL |
Oracle Corp
|
14,262 | $2,090,096 | |
| 7 | CRWV |
CoreWeave, Inc.
|
9,385 | $934,182 | |
| 8 | OKTA |
Okta, Inc.
This page
|
5,060 | $690,437 |
All Filings in OKTA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,437 | 5,060 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $406,615 | 5,166 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $434,598 | 5,026 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $479,866 | 5,233 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $546,835 | 5,470 | Shares | Sole | 2025-07-23 | |
| 2023-03-31 | $263,894 | 3,060 | Shares | Sole | 2023-05-08 | |
| 2022-06-30 | $289,280 | 3,200 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $689,887 | 4,570 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $777,869 | 3,470 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,136,858 | 4,790 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,515,792 | 6,195 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,341,316 | 6,085 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,840,842 | 7,240 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $213,850 | 1,000 | Put | Sole | 2020-10-26 | |
| 2020-09-30 | $1,138,109 | 5,322 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $899,232 | 4,491 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $292,568 | 2,393 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||