Position in OKTA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,120,790
+$2,212,624 QoQ
Shares Held
30,200
+24.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#248
of 816 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STEPHENS INC /AR/ holds $249,080,981 across 19 Software - Infrastructure names. OKTA ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
390,296 | $145,588,213 | |
| 2 | PANW |
Palo Alto Networks Inc
|
85,818 | $29,265,654 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
238,173 | $27,787,643 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
106,132 | $20,248,393 | |
| 5 | ORCL |
Oracle Corp
|
58,583 | $8,585,338 | |
| 6 | OKTA |
Okta, Inc.
This page
|
30,200 | $4,120,790 | |
| 7 | XYZ |
Block, Inc.
|
38,038 | $2,890,888 | |
| 8 | CRWV |
CoreWeave, Inc.
|
20,508 | $2,041,366 |
All Filings in OKTA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,120,790 | 30,200 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,908,166 | 24,243 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $482,675 | 5,582 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $494,721 | 5,395 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $528,541 | 5,287 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $359,536 | 3,417 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $259,724 | 3,296 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $233,353 | 3,139 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $246,568 | 2,634 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $239,579 | 2,290 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $210,663 | 2,327 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $203,122 | 2,492 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $140,503 | 2,026 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $115,734 | 1,342 | Shares | Defined | 2023-05-15 | |
| 2022-06-30 | $249,684 | 2,762 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $496,205 | 3,287 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $590,463 | 2,634 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $707,510 | 2,981 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $701,008 | 2,865 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $607,284 | 2,755 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $322,655 | 1,269 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $257,689 | 1,205 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $512,989 | 2,562 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $445,148 | 3,641 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||