Position in OKTA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$264,440
+$137,954 QoQ
Shares Held
1,938
+20.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#585
of 816 holders
Holding Since
Dec 2021
19 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, 2026UMB Bank, n.a. holds $290,860,455 across 54 Software - Infrastructure names. OKTA ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
512,172 | $191,050,398 | |
| 2 | PANW |
Palo Alto Networks Inc
|
125,903 | $42,935,440 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
161,284 | $18,817,003 | |
| 4 | ORCL |
Oracle Corp
|
95,228 | $13,955,662 | |
| 5 | FTNT |
Fortinet, Inc.
|
68,514 | $10,525,120 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
50,880 | $9,707,140 | |
| 7 | NET |
Cloudflare, Inc.
|
2,460 | $603,388 | |
| 8 | TWLO |
Twilio Inc
|
2,025 | $417,817 |
All Filings in OKTA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,440 | 1,938 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $126,486 | 1,607 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $112,756 | 1,304 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $149,654 | 1,632 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $139,558 | 1,396 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $315 | 3 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,322 | 131 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $46,462 | 625 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $88,835 | 949 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $125,753 | 1,202 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $67,806 | 749 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $24,370 | 299 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $16,158 | 233 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $20,093 | 233 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $15,920 | 233 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $21,382 | 376 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $21,063 | 233 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $62,346 | 413 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $74,648 | 333 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||