Position in OKTA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,567,685
+$9,232,282 QoQ
Shares Held
84,776
+185.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#151
of 816 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $2,540,137,100 across 45 Software - Infrastructure names. OKTA ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,242,987 | $1,582,719,009 | |
| 2 | ORCL |
Oracle Corp
|
1,808,312 | $265,008,123 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,096,712 | $209,236,197 | |
| 4 | PANW |
Palo Alto Networks Inc
|
446,300 | $152,197,225 | |
| 5 | TWLO |
Twilio Inc
|
505,050 | $104,206,966 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
329,042 | $38,389,329 | |
| 7 | MDB |
MongoDB, Inc.
|
111,948 | $37,603,332 | |
| 8 | NET |
Cloudflare, Inc.
|
86,163 | $21,134,060 |
All Filings in OKTA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,567,685 | 84,776 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $2,335,403 | 29,671 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,458,168 | 28,428 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,182,092 | 23,796 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $2,716,383 | 27,172 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $2,151,326 | 20,446 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,011,003 | 12,830 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,205,115 | 56,566 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $48,869,754 | 522,057 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $33,613,044 | 321,287 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,390,579 | 114,775 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $11,912,766 | 146,151 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,349,793 | 149,240 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $10,578,542 | 122,664 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $8,786,895 | 128,595 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $8,305,464 | 146,043 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $10,116,662 | 111,910 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $13,471,065 | 89,236 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $18,307,962 | 81,670 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,017,491 | 84,341 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $19,680,590 | 80,434 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $16,545,695 | 75,061 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||