Position in OKTA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$50,350
+$27,131 QoQ
Shares Held
369
+25.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#664
of 816 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $13,468,126 across 36 Software - Infrastructure names. OKTA ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,805 | $5,895,581 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,805 | $1,979,621 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,180 | $1,942,191 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,454 | $1,453,008 | |
| 5 | ORCL |
Oracle Corp
|
6,186 | $906,558 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,921 | $390,296 | |
| 7 | NET |
Cloudflare, Inc.
|
824 | $202,110 | |
| 8 | MDB |
MongoDB, Inc.
|
530 | $178,027 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,350 | 369 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $23,219 | 295 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $25,508 | 295 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $36,221 | 395 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $69,479 | 695 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $72,601 | 690 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $166,346 | 2,111 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $126,675 | 1,704 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $141,912 | 1,516 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $236,545 | 2,261 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $174,360 | 1,926 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $145,739 | 1,788 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $123,581 | 1,782 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $145,055 | 1,682 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $110,147 | 1,612 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $91,958 | 1,617 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $142,289 | 1,574 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $273,539 | 1,812 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $472,998 | 2,110 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $479,189 | 2,019 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $494,987 | 2,023 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $444,607 | 2,017 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $550,727 | 2,166 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $459,991 | 2,151 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $442,908 | 2,212 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $120,426 | 985 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||