Position in OKTA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$417,629,235
+$123,466,042 QoQ
Shares Held
3,060,676
-18.1% QoQ
Ownership
1.76%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#10
of 816 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 78%
Shared 16%
None 6%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $10,474,306,673 across 27 Software - Infrastructure names. OKTA ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
20,441,967 | $7,625,262,525 | |
| 2 | CHKP |
Check Point Software Technologies Ltd
|
8,569,897 | $1,126,341,557 | |
| 3 | MDB |
MongoDB, Inc.
|
1,263,690 | $424,473,469 | |
| 4 | OKTA |
Okta, Inc.
This page
|
3,060,676 | $417,629,235 | |
| 5 | NET |
Cloudflare, Inc.
|
1,578,485 | $387,170,798 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
815,400 | $128,042,258 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
410,568 | $78,330,213 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
777,849 | $39,118,026 |
All Filings in OKTA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,629,235 | 3,060,676 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $294,163,193 | 3,737,304 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $367,483,142 | 4,249,834 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $425,081,949 | 4,635,572 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $445,431,627 | 4,455,653 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $389,308,104 | 3,699,944 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $68,505,724 | 869,362 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,638,551 | 129,655 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,617,036 | 134,783 | Shares | Sole | 2024-08-09 | |
| 2022-03-31 | $72,944,473 | 483,204 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $139,114,519 | 620,576 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $145,612,122 | 613,517 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $154,524,717 | 631,538 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $170,566,969 | 773,792 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $258,307,818 | 1,015,920 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $195,644,519 | 914,868 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $121,728,625 | 607,944 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $31,754,710 | 259,731 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||