Position in OKTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$498,861
+$229,673 QoQ
Shares Held
3,656
+6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#484
of 816 holders
Holding Since
Dec 2021
15 quarters on record
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $77,209,916 across 35 Software - Infrastructure names. OKTA ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
99,483 | $37,109,148 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
52,912 | $10,094,815 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
83,117 | $9,697,260 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,256 | $6,566,681 | |
| 5 | ORCL |
Oracle Corp
|
35,477 | $5,199,154 | |
| 6 | CRWV |
CoreWeave, Inc.
|
33,082 | $3,292,982 | |
| 7 | SNPS |
Synopsys Inc
|
3,011 | $1,343,116 | |
| 8 | FIVN |
Five9, Inc.
|
58,477 | $1,246,729 |
All Filings in OKTA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,861 | 3,656 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $269,188 | 3,420 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $295,727 | 3,420 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,632 | 225 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $23,592 | 236 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $553,176 | 7,020 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $657,142 | 7,020 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $749,602 | 7,165 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $625,181 | 7,670 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $698,112 | 8,095 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $560,579 | 8,204 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $445,519 | 7,834 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $705,843 | 7,808 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,177,186 | 7,798 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,764,666 | 7,872 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||