Position in OKTA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,033,420
+$10,484,397 QoQ
Shares Held
152,883
+753.4% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 90.84986558348541.ToString("F0")%
Shared 1.5240412603101718.ToString("F0")%
None 7.626093156204418.ToString("F0")%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Corient Private Wealth LLC holds $2,651,554,378 across 61 Software - Infrastructure names. OKTA ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,668,485 | $2,098,303,091 | |
| 2 | ORCL |
Oracle Corp
|
1,197,426 | $176,153,338 | |
| 3 | PANW |
Palo Alto Networks Inc
|
804,278 | $128,941,848 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
548,683 | $80,261,348 | |
| 5 | CPAY |
Corpay, Inc.
|
55,454 | $16,136,558 | |
| 6 | FFIV |
F5, Inc.
|
50,043 | $14,478,941 | |
| 7 | TWLO |
Twilio Inc
|
105,259 | $13,243,686 | |
| 8 | OKTA |
Okta, Inc.
This page
|
152,883 | $12,033,420 |
All Filings in OKTA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,033,420 | 152,883 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,549,023 | 17,914 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,025,388 | 11,182 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,066,079 | 10,664 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $1,273,477 | 12,103 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $799,583 | 10,147 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $856,767 | 11,525 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $923,555 | 9,866 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,132,929 | 10,829 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $826,356 | 9,128 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $901,744 | 11,063 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $740,726 | 10,681 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,005,299 | 11,657 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $423,372 | 6,196 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||