Position in OKTA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$543,071
+$167,273 QoQ
Shares Held
3,980
-8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#473
of 816 holders
Holding Since
Jun 2020
22 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $144,154,192 across 24 Software - Infrastructure names. OKTA ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
193,067 | $72,017,852 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
188,200 | $21,957,294 | |
| 3 | PANW |
Palo Alto Networks Inc
|
48,369 | $16,494,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
40,252 | $6,183,512 | |
| 5 | NET |
Cloudflare, Inc.
|
21,475 | $5,267,388 | |
| 6 | ORCL |
Oracle Corp
|
29,150 | $4,271,932 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
85,384 | $4,072,496 | |
| 8 | CRWV |
CoreWeave, Inc.
|
35,725 | $3,556,066 |
All Filings in OKTA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,071 | 3,980 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $375,798 | 4,346 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $373,219 | 4,070 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,022,893 | 10,232 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $569,976 | 5,417 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $416,300 | 5,283 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $288,587 | 3,882 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $279,145 | 2,982 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $762,784 | 7,291 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $360,671 | 3,984 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $304,358 | 3,734 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $274,071 | 3,952 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $338,923 | 3,930 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $247,491 | 3,622 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $297,596 | 3,292 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $403,516 | 2,673 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $597,861 | 2,667 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $499,126 | 2,103 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $325,913 | 1,332 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $251,731 | 1,142 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $247,903 | 975 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $256,694 | 1,282 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||