IFS Group,LLC

Position in OKTA — Okta, Inc.

CIK 2087139 YORK, PA

Position in OKTA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$716,362

+$341,309 QoQ

Shares Held

5,250

+10.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.20%

of 13F equity value

Holder Rank

#435

of 816 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

IFS Group,LLC holds $3,230,939 across 5 Software - Infrastructure names. OKTA ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	3,793	$1,414,864
2	OKTA	Okta, Inc. This page	5,250	$716,362
3	PATH	UiPath, Inc.	44,144	$479,845
4	PLTR	Palantir Technologies Inc.	3,505	$408,928
5	NET	Cloudflare, Inc.	860	$210,940

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$716,362	5,250	+10.2%	Shares	Sole	2026-07-23
2026-03-31	$375,053	4,765	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.