Position in OKTA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$646,636
+$275,519 QoQ
Shares Held
4,739
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#448
of 816 holders
Holding Since
Jun 2025
5 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, 2026Fifth Third Wealth Advisors LLC holds $131,043,253 across 26 Software - Infrastructure names. OKTA ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
216,871 | $80,897,220 | |
| 2 | PANW |
Palo Alto Networks Inc
|
32,165 | $10,968,908 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
85,516 | $9,977,151 | |
| 4 | ORCL |
Oracle Corp
|
56,518 | $8,282,712 | |
| 5 | NET |
Cloudflare, Inc.
|
33,142 | $8,129,069 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
71,412 | $3,406,084 | |
| 7 | FTNT |
Fortinet, Inc.
|
9,591 | $1,473,369 | |
| 8 | TWLO |
Twilio Inc
|
5,367 | $1,107,373 |
All Filings in OKTA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,636 | 4,739 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $371,117 | 4,715 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $377,787 | 4,369 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $399,078 | 4,352 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $434,669 | 4,348 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||