Position in OKTA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,204,054
+$4,058,243 QoQ
Shares Held
60,125
+14.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#182
of 816 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,131,120,429 across 56 Software - Infrastructure names. OKTA ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,433,235 | $2,399,725,316 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,108,508 | $719,043,395 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,370,232 | $261,419,708 | |
| 4 | ORCL |
Oracle Corp
|
1,154,283 | $169,160,170 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
955,741 | $111,506,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
703,513 | $108,073,664 | |
| 7 | DOX |
Amdocs Ltd
|
1,359,637 | $68,716,051 | |
| 8 | NET |
Cloudflare, Inc.
|
157,370 | $38,599,712 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,204,054 | 60,125 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,145,811 | 52,672 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,406,448 | 62,524 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,339,597 | 58,229 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,956,510 | 49,580 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,370,532 | 51,041 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,470,767 | 69,426 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,769,758 | 37,258 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,234,563 | 23,871 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $686,620 | 6,563 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $901,858 | 9,962 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,092,523 | 25,672 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,160,224 | 16,730 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,347,240 | 15,622 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,275,514 | 18,667 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,403,436 | 24,678 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,274,642 | 25,162 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,416,936 | 29,259 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $12,842,697 | 57,290 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,959,538 | 63,030 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,486,278 | 59,205 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,971,331 | 54,309 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $15,390,865 | 60,532 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $11,972,818 | 55,987 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,813,418 | 54,005 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,593,113 | 53,927 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||