Position in OKTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,233
+$4,330 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#716
of 816 holders
Holding Since
Jun 2025
5 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, 2026Boreal Capital Management LLC holds $6,099,582 across 9 Software - Infrastructure names. OKTA ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,866 | $4,053,235 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,447 | $1,516,515 | |
| 3 | ORCL |
Oracle Corp
|
2,620 | $383,961 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
950 | $110,836 | |
| 5 | MDB |
MongoDB, Inc.
|
50 | $16,795 | |
| 6 | OKTA |
Okta, Inc.
This page
|
75 | $10,233 | |
| 7 | XYZ |
Block, Inc.
|
80 | $6,080 | |
| 8 | AKAM |
Akamai Technologies Inc
|
9 | $1,063 |
All Filings in OKTA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,233 | 75 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,903 | 75 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,485 | 75 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,877 | 75 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $7,497 | 75 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||