Position in OKTA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,637
+$270 QoQ
Shares Held
12
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#783
of 816 holders
Holding Since
Mar 2024
6 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, 2026Continuum Advisory, LLC holds $26,206,303 across 33 Software - Infrastructure names. OKTA ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
54,262 | $20,240,811 | |
| 2 | ORCL |
Oracle Corp
|
9,677 | $1,418,164 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,158 | $1,417,961 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
11,230 | $1,310,204 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
4,036 | $770,008 | |
| 6 | SNPS |
Synopsys Inc
|
794 | $354,179 | |
| 7 | RAMP |
LiveRamp Holdings, Inc.
|
5,305 | $199,680 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
954 | $125,384 |
All Filings in OKTA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,637 | 12 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $1,367 | 13 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,024 | 13 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,635 | 22 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,216 | 13 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,360 | 13 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||