Position in OKTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$69,998
+$29,620 QoQ
Shares Held
513
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#655
of 816 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $22,724,804 across 47 Software - Infrastructure names. OKTA ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
45,880 | $17,114,157 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,048 | $1,380,448 | |
| 3 | ORCL |
Oracle Corp
|
8,216 | $1,204,054 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
7,988 | $931,959 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,689 | $413,084 | |
| 6 | NET |
Cloudflare, Inc.
|
1,271 | $311,750 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,568 | $299,150 | |
| 8 | AKAM |
Akamai Technologies Inc
|
1,420 | $167,858 |
All Filings in OKTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,998 | 513 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,378 | 513 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $40,813 | 472 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||