Position in OKTA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$113,430,397
-$1,305,781 QoQ
Shares Held
1,441,118
+8.6% QoQ
Ownership
0.829%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99625290919967.ToString("F0")%
Shared 0.ToString("F0")%
None 0.003747090800336961.ToString("F0")%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $28,847,233,111 across 99 Software - Infrastructure names. OKTA ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,519,324 | $19,441,078,164 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
16,400,260 | $2,399,030,032 | |
| 3 | ORCL |
Oracle Corp
|
10,445,721 | $1,536,670,015 | |
| 4 | PANW |
Palo Alto Networks Inc
|
5,948,108 | $953,600,674 | |
| 5 | SNPS |
Synopsys Inc
|
1,399,829 | $555,004,201 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,686,321 | $382,966,152 | |
| 7 | NET |
Cloudflare, Inc.
|
1,612,450 | $332,712,933 | |
| 8 | XYZ |
Block, Inc.
|
4,411,117 | $265,461,021 |
All Filings in OKTA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $113,430,397 | 1,441,118 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $114,736,178 | 1,326,890 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $118,765,896 | 1,295,157 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $124,368,878 | 1,244,062 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $125,249,679 | 1,190,360 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $87,902,660 | 1,115,516 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $79,503,061 | 1,069,452 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $98,431,102 | 1,051,502 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $105,397,745 | 1,007,434 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $87,604,794 | 967,688 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $76,464,286 | 938,097 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $36,205,485 | 522,069 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $43,837,603 | 508,321 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,033,396 | 498,074 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $26,955,811 | 473,990 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $42,063,300 | 465,302 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $68,853,459 | 456,104 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $99,741,078 | 444,935 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $87,948,947 | 370,561 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $89,336,093 | 365,114 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $77,478,720 | 351,489 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $87,262,540 | 343,202 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $69,854,530 | 326,652 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $62,960,321 | 314,440 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $36,159,128 | 295,756 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||