Position in OKTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,944,820
+$838,395 QoQ
Shares Held
14,253
+1.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#329
of 816 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $329,816,428 across 25 Software - Infrastructure names. OKTA ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
722,087 | $269,352,892 | |
| 2 | ORCL |
Oracle Corp
|
98,020 | $14,364,830 | |
| 3 | PANW |
Palo Alto Networks Inc
|
38,195 | $13,025,258 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
64,290 | $7,500,713 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
26,256 | $5,009,250 | |
| 6 | FTNT |
Fortinet, Inc.
|
22,933 | $3,522,966 | |
| 7 | NTAP |
NetApp, Inc.
|
16,797 | $2,599,503 | |
| 8 | SNPS |
Synopsys Inc
|
4,825 | $2,152,286 |
All Filings in OKTA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,944,820 | 14,253 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,106,425 | 14,057 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,127,309 | 13,037 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||