Position in OKTA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$27,426
+$12,314 QoQ
Shares Held
201
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#678
of 814 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $1,640,086 across 21 Software - Infrastructure names. OKTA ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,425 | $1,277,593 | |
| 2 | SNPS |
Synopsys Inc
|
235 | $104,826 | |
| 3 | ORCL |
Oracle Corp
|
504 | $73,861 | |
| 4 | AKAM |
Akamai Technologies Inc
|
477 | $56,386 | |
| 5 | FFIV |
F5, Inc.
|
77 | $32,028 | |
| 6 | OKTA |
Okta, Inc.
This page
|
201 | $27,426 | |
| 7 | VRSN |
Verisign Inc/Ca
|
68 | $17,106 | |
| 8 | NTAP |
NetApp, Inc.
|
103 | $15,940 |
All Filings in OKTA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,426 | 201 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $15,112 | 192 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,121 | 198 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,471 | 136 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $13,595 | 136 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $14,309 | 136 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,716 | 136 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $7,062 | 95 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,892 | 95 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,357 | 99 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $8,962 | 99 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||