Position in OKTA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,037
+$3,304 QoQ
Shares Held
64
+156.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
9 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $508,105,264 across 20 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
989,415 | $369,071,583 | |
| 2 | PANW |
Palo Alto Networks Inc
|
377,013 | $128,568,973 | |
| 3 | ORCL |
Oracle Corp
|
57,621 | $8,444,357 | |
| 4 | NTAP |
NetApp, Inc.
|
4,716 | $729,848 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,463 | $378,366 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,773 | $206,855 | |
| 7 | SNPS |
Synopsys Inc
|
454 | $202,515 | |
| 8 | RELY |
Remitly Global, Inc.
|
8,448 | $189,319 |
All Filings in OKTA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,037 | 64 | Shares | Sole | 2026-05-06 | |
| 2023-06-30 | $1,733 | 25 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $2,156 | 25 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,708 | 25 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,421 | 25 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $2,260 | 25 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $489 | 2 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $440 | 2 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $508 | 2 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||