Position in OKTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,213,124
+$1,982,887 QoQ
Shares Held
23,548
+50.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#266
of 816 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $3,317,305,906 across 114 Software - Infrastructure names. OKTA ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,801,727 | $2,164,160,205 | |
| 2 | PANW |
Palo Alto Networks Inc
|
752,974 | $256,779,192 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,367,597 | $159,557,541 | |
| 4 | ORCL |
Oracle Corp
|
925,049 | $135,565,930 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
646,188 | $123,282,976 | |
| 6 | FTNT |
Fortinet, Inc.
|
672,838 | $103,361,373 | |
| 7 | SNPS |
Synopsys Inc
|
210,293 | $93,805,397 | |
| 8 | MDB |
MongoDB, Inc.
|
222,323 | $74,678,295 |
All Filings in OKTA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,213,124 | 23,548 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,230,237 | 15,630 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $539,485 | 6,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $431,631 | 4,707 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $356,393 | 3,565 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $145,543 | 1,847 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $64,081 | 862 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $52,047 | 556 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,948 | 162 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||