Position in OKTA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$12,121
-$1,195 QoQ
Shares Held
154
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Raleigh Capital Management Inc. holds $5,810,227 across 20 Software - Infrastructure names. OKTA ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,933 | $4,787,408 | |
| 2 | ORCL |
Oracle Corp
|
3,748 | $551,368 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,464 | $360,433 | |
| 4 | PANW |
Palo Alto Networks Inc
|
224 | $35,911 | |
| 5 | TWLO |
Twilio Inc
|
203 | $25,541 | |
| 6 | TOST |
Toast, Inc.
|
515 | $13,652 | |
| 7 | OKTA |
Okta, Inc.
This page
|
154 | $12,121 | |
| 8 | AKAM |
Akamai Technologies Inc
|
30 | $3,445 |
All Filings in OKTA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,121 | 154 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,316 | 154 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $14,855 | 162 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $16,894 | 169 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $121,423 | 1,154 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,970 | 25 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,115 | 15 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,901 | 31 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,569 | 15 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $30,960 | 342 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $28,202 | 346 | Shares | Sole | 2023-12-08 | |
| 2023-06-30 | $23,717 | 342 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $23,629 | 274 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $14,622 | 214 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||