Position in OKTA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$26,880
+$17,435 QoQ
Shares Held
197
+64.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#681
of 816 holders
Holding Since
Dec 2024
7 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, 2026Washington Trust Advisors, Inc. holds $100,516,419 across 19 Software - Infrastructure names. OKTA ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
228,607 | $77,959,559 | |
| 2 | MSFT |
Microsoft Corp
|
51,895 | $19,357,872 | |
| 3 | ZETA |
Zeta Global Holdings Corp.
|
93,672 | $1,843,464 | |
| 4 | ORCL |
Oracle Corp
|
3,807 | $557,915 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,815 | $445,095 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
600 | $78,858 | |
| 7 | XYZ |
Block, Inc.
|
775 | $58,900 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
264 | $50,366 |
All Filings in OKTA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,880 | 197 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $9,445 | 120 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $24,038 | 278 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $14,213 | 155 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $15,495 | 155 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $18,308 | 174 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $11,110 | 141 | Shares | Other | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||