Position in OKTA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,142,034
+$1,223,006 QoQ
Shares Held
23,027
-5.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#269
of 816 holders
Holding Since
Jun 2024
9 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, 2026ADVISORS MANAGEMENT GROUP INC /ADV holds $16,300,733 across 3 Software - Infrastructure names. OKTA ranks #3 (19.3% of the industry book) .
All Filings in OKTA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,142,034 | 23,027 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,919,028 | 24,381 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,424,532 | 28,039 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,395,662 | 26,125 | Shares | Sole | 2025-12-18 | |
| 2025-06-30 | $2,150,054 | 21,507 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,306,516 | 12,417 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $967,033 | 12,272 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $874,089 | 11,758 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $831,912 | 8,887 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||