Position in OKTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$201,809
-$5,556,534 QoQ
Shares Held
1,479
-93.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#625
of 816 holders
Holding Since
Jun 2021
3 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, 2026Fortis Capital Management LLC holds $158,477,198 across 8 Software - Infrastructure names. OKTA ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
372,894 | $139,096,919 | |
| 2 | PANW |
Palo Alto Networks Inc
|
39,303 | $13,403,109 | |
| 3 | ORCL |
Oracle Corp
|
23,243 | $3,406,261 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
9,420 | $1,099,031 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,380 | $644,853 | |
| 6 | FFIV |
F5, Inc.
|
1,016 | $422,615 | |
| 7 | NET |
Cloudflare, Inc.
|
826 | $202,601 | |
| 8 | OKTA |
Okta, Inc.
This page
|
1,479 | $201,809 |
All Filings in OKTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,809 | 1,479 | Shares | Sole | 2026-08-13 | |
| 2021-09-30 | $5,758,343 | 24,262 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,921,990 | 24,203 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||