Position in OKTA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$348,902
+$113,618 QoQ
Shares Held
2,557
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#550
of 816 holders
Holding Since
Jun 2024
8 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, 2026Compound Planning, Inc. holds $97,759,553 across 23 Software - Infrastructure names. OKTA ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
135,077 | $50,386,421 | |
| 2 | CRWV |
CoreWeave, Inc.
|
94,752 | $9,431,614 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
73,535 | $8,579,328 | |
| 4 | ORCL |
Oracle Corp
|
43,573 | $6,385,622 | |
| 5 | PANW |
Palo Alto Networks Inc
|
16,091 | $5,487,352 | |
| 6 | FTNT |
Fortinet, Inc.
|
28,846 | $4,431,321 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
18,140 | $3,460,839 | |
| 8 | TWLO |
Twilio Inc
|
8,590 | $1,772,373 |
All Filings in OKTA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,902 | 2,557 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $235,284 | 2,721 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $317,373 | 3,461 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $367,289 | 3,674 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $360,694 | 3,428 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $215,754 | 2,738 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $204,211 | 2,747 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $205,942 | 2,200 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||