Position in OKTA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,458
+$4,671 QoQ
Shares Held
40
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#741
of 816 holders
Holding Since
Sep 2022
11 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, 2026BARRETT & COMPANY, INC. holds $3,426,919 across 13 Software - Infrastructure names. OKTA ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,927 | $2,956,929 | |
| 2 | PANW |
Palo Alto Networks Inc
|
732 | $249,626 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,100 | $128,337 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
760 | $36,249 | |
| 5 | ORCL |
Oracle Corp
|
235 | $34,439 | |
| 6 | XYZ |
Block, Inc.
|
90 | $6,840 | |
| 7 | OKTA |
Okta, Inc.
This page
|
40 | $5,458 | |
| 8 | ZS |
Zscaler, Inc.
|
22 | $3,105 |
All Filings in OKTA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,458 | 40 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $787 | 10 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $864 | 10 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $917 | 10 | Shares | Sole | 2025-10-31 | |
| 2024-03-31 | $6,277 | 60 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $5,431 | 60 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,890 | 60 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,161 | 60 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,174 | 60 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,099 | 60 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $3,412 | 60 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||