Position in OKTA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$339,896
+$126,616 QoQ
Shares Held
2,491
+22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#556
of 816 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FourThought Financial Partners, LLC holds $66,668,279 across 14 Software - Infrastructure names. OKTA ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
135,248 | $50,450,208 | |
| 2 | FTNT |
Fortinet, Inc.
|
53,603 | $8,234,492 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
16,996 | $3,242,581 | |
| 4 | SNPS |
Synopsys Inc
|
2,743 | $1,223,570 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
6,791 | $792,305 | |
| 6 | ORCL |
Oracle Corp
|
5,258 | $770,559 | |
| 7 | PANW |
Palo Alto Networks Inc
|
1,575 | $537,106 | |
| 8 | OKTA |
Okta, Inc.
This page
|
2,491 | $339,896 |
All Filings in OKTA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,896 | 2,491 | Shares | Sole | 2026-08-12 | |
| 2025-03-31 | $213,280 | 2,027 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||