Position in OKTA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$179,431
+$132,363 QoQ
Shares Held
1,315
+119.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#630
of 816 holders
Holding Since
Sep 2024
6 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, 2026Frazier Financial Advisors, LLC holds $2,257,303 across 13 Software - Infrastructure names. OKTA ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,442 | $1,656,954 | |
| 2 | OKTA |
Okta, Inc.
This page
|
1,315 | $179,431 | |
| 3 | ORCL |
Oracle Corp
|
924 | $135,412 | |
| 4 | FTNT |
Fortinet, Inc.
|
681 | $104,615 | |
| 5 | PANW |
Palo Alto Networks Inc
|
192 | $65,475 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
272 | $51,893 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
254 | $29,634 | |
| 8 | SNPS |
Synopsys Inc
|
25 | $11,151 |
All Filings in OKTA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,431 | 1,315 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $47,068 | 598 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $69,435 | 803 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $73,635 | 803 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $75,277 | 753 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $57,836 | 778 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||