Position in OKTA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$516,053
+$117,773 QoQ
Shares Held
3,782
-17.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#477
of 816 holders
Holding Since
Dec 2020
18 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, 2026Frank, Rimerman Advisors LLC holds $64,972,318 across 18 Software - Infrastructure names. OKTA ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
109,867 | $40,982,588 | |
| 2 | ORCL |
Oracle Corp
|
30,294 | $4,439,585 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
37,396 | $4,362,991 | |
| 4 | PANW |
Palo Alto Networks Inc
|
11,124 | $3,793,506 | |
| 5 | FTNT |
Fortinet, Inc.
|
17,064 | $2,621,371 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
38,860 | $1,853,476 | |
| 7 | SNPS |
Synopsys Inc
|
2,490 | $1,110,714 | |
| 8 | NET |
Cloudflare, Inc.
|
3,354 | $822,669 |
All Filings in OKTA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,053 | 3,782 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $398,280 | 4,606 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $433,869 | 4,340 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $473,384 | 4,499 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $351,842 | 4,465 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $324,122 | 4,360 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $411,322 | 4,394 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $381,549 | 3,647 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $330,162 | 3,647 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $297,266 | 3,647 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $480,595 | 6,930 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $597,643 | 6,930 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $473,526 | 6,930 | Shares | Sole | 2023-09-07 | |
| 2022-09-30 | $394,109 | 6,930 | Shares | Sole | 2023-09-07 | |
| 2021-09-30 | $275,314 | 1,160 | Shares | Sole | 2023-09-07 | |
| 2021-06-30 | $283,828 | 1,160 | Shares | Sole | 2023-09-13 | |
| 2021-03-31 | $255,698 | 1,160 | Shares | Sole | 2023-09-13 | |
| 2020-12-31 | $294,941 | 1,160 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||