Position in OKTA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$15,072,676
+$7,104,312 QoQ
Shares Held
110,463
+9.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#134
of 816 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 78%
Shared 21%
None 1%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $854,550,772 across 16 Software - Infrastructure names. OKTA ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
815,323 | $304,131,785 | |
| 2 | MDB |
MongoDB, Inc.
|
511,227 | $171,721,149 | |
| 3 | ACIW |
Aci Worldwide, Inc.
|
1,592,306 | $80,077,068 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
512,991 | $59,850,659 | |
| 5 | NET |
Cloudflare, Inc.
|
226,921 | $55,659,182 | |
| 6 | RBRK |
Rubrik, Inc.
|
539,684 | $43,325,831 | |
| 7 | TOST |
Toast, Inc.
|
1,199,504 | $33,370,201 | |
| 8 | TWLO |
Twilio Inc
|
138,114 | $28,497,061 |
All Filings in OKTA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,072,676 | 110,463 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $7,968,364 | 101,237 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $8,479,507 | 98,063 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,311,974 | 79,738 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $8,021,392 | 80,238 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $8,498,093 | 80,765 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $6,267,042 | 79,531 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,832,790 | 78,461 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||