Position in OKTA
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,479,800
+$371,091 QoQ
Shares Held
10,845
-23.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#354
of 816 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $1,249,192,487 across 83 Software - Infrastructure names. OKTA ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,166,180 | $808,028,463 | |
| 2 | ORCL |
Oracle Corp
|
580,555 | $85,080,335 | |
| 3 | PANW |
Palo Alto Networks Inc
|
225,680 | $76,961,393 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
385,533 | $44,980,135 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
152,248 | $29,046,634 | |
| 6 | FTNT |
Fortinet, Inc.
|
155,864 | $23,943,827 | |
| 7 | VRSN |
Verisign Inc/Ca
|
71,469 | $17,978,741 | |
| 8 | SNPS |
Synopsys Inc
|
31,444 | $14,026,225 |
All Filings in OKTA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,479,800 | 10,845 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,108,709 | 14,086 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $881,561 | 10,195 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,602,365 | 17,474 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,061,881 | 10,622 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $985,174 | 9,363 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $444,904 | 5,646 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $407,011 | 5,475 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $339,523 | 3,627 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $372,551 | 3,561 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $374,341 | 4,135 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $273,303 | 3,353 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $227,329 | 3,278 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $262,428 | 3,043 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $201,505 | 2,949 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $654,864 | 4,338 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,005,626 | 4,486 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $928,474 | 3,912 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $906,294 | 3,704 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,236,391 | 5,609 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,484,624 | 5,839 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $945,217 | 4,420 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $893,226 | 4,461 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $236,573 | 1,935 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||