Position in OKTA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$472
-$219 QoQ
Shares Held
6
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Bare Financial Services, Inc holds $745,165 across 52 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,178 | $439,415 | |
| 2 | PANW |
Palo Alto Networks Inc
|
94 | $32,054 | |
| 3 | DOCN |
DigitalOcean Holdings, Inc.
|
183 | $28,735 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
245 | $28,583 | |
| 5 | ORCL |
Oracle Corp
|
175 | $25,645 | |
| 6 | ACIW |
Aci Worldwide, Inc.
|
407 | $20,467 | |
| 7 | BOX |
Box Inc
|
762 | $20,222 | |
| 8 | VRSN |
Verisign Inc/Ca
|
50 | $12,577 |
All Filings in OKTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $472 | 6 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $691 | 8 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,943 | 43 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||