Position in OKTA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$20,058
+$8,488 QoQ
Shares Held
147
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#694
of 816 holders
Holding Since
Sep 2021
20 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, 2026Financial Perspectives, Inc holds $16,199,567 across 17 Software - Infrastructure names. OKTA ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,154 | $13,113,145 | |
| 2 | ORCL |
Oracle Corp
|
4,533 | $664,311 | |
| 3 | NET |
Cloudflare, Inc.
|
2,028 | $497,427 | |
| 4 | MDB |
MongoDB, Inc.
|
1,172 | $393,674 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,597 | $302,991 | |
| 6 | RBRK |
Rubrik, Inc.
|
3,752 | $301,210 | |
| 7 | PANW |
Palo Alto Networks Inc
|
732 | $249,626 | |
| 8 | PAGS |
PagSeguro Digital Ltd.
|
23,575 | $213,353 |
All Filings in OKTA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,058 | 147 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,570 | 147 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,711 | 147 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,479 | 147 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $14,695 | 147 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $15,467 | 147 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $11,898 | 151 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $11,225 | 151 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $14,135 | 151 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $15,797 | 151 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $13,670 | 151 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $12,308 | 151 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $10,471 | 151 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $13,022 | 151 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $10,317 | 151 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $227 | 4 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $361 | 4 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $603 | 4 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $896 | 4 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $949 | 4 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||