Position in OKTA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$545
+$231 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#801
of 816 holders
Holding Since
Jun 2025
5 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, 2026DecisionPoint Financial, LLC holds $2,609,534 across 41 Software - Infrastructure names. OKTA ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,272 | $2,339,581 | |
| 2 | ORCL |
Oracle Corp
|
702 | $102,878 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
500 | $58,335 | |
| 4 | PANW |
Palo Alto Networks Inc
|
156 | $53,199 | |
| 5 | QLYS |
Qualys, Inc.
|
201 | $27,635 | |
| 6 | NUAI |
New ERA Energy & Digital, Inc.
|
1,500 | $9,570 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
12 | $2,289 | |
| 8 | FTNT |
Fortinet, Inc.
|
14 | $2,150 |
All Filings in OKTA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545 | 4 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $314 | 4 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $345 | 4 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $366 | 4 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $399 | 4 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||