Position in OKTA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,622,107
-$1,267,604 QoQ
Shares Held
33,874
-54.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#237
of 823 holders
Holding Since
Mar 2020
25 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, 2026Clearstead Advisors, LLC holds $327,702,261 across 88 Software - Infrastructure names. OKTA ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
This page
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in OKTA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,622,107 | 33,874 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,889,711 | 74,828 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $342,334 | 3,959 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $388,166 | 4,233 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $87,073 | 871 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $29,356 | 279 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,570 | 58 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,717 | 50 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,680 | 50 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,231 | 50 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $41,643 | 460 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $50,128 | 615 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $57,629 | 831 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $43,120 | 500 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $1,421 | 25 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,260 | 25 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,793 | 45 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $16,140 | 72 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $60,996 | 257 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $62,882 | 257 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $67,672 | 307 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $65,344 | 257 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $54,959 | 257 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $46,453 | 232 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $28,364 | 232 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||