Position in OKTA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$9,231,797
+$431,705 QoQ
Shares Held
67,657
-39.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
11.69%
of 13F equity value
Holder Rank
#173
of 816 holders
Holding Since
Dec 2021
16 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, 2026My Personal CFO, LLC holds $28,646,368 across 2 Software - Infrastructure names. OKTA ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,047 | $19,414,571 | |
| 2 | OKTA |
Okta, Inc.
This page
|
67,657 | $9,231,797 |
All Filings in OKTA
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,231,797 | 67,657 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,800,092 | 111,804 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,111,318 | 93,805 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $11,033,388 | 110,367 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $11,170,365 | 106,162 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,423,061 | 119,582 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,892,179 | 119,615 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $11,198,283 | 119,627 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $12,516,527 | 119,638 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $10,870,570 | 120,077 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $8,584,959 | 105,324 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,304,912 | 105,334 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $9,084,004 | 105,334 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,122,320 | 16,425 | Shares | Sole | 2023-01-11 | |
| 2022-03-31 | $15,908,768 | 105,384 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $23,642,089 | 105,465 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||