Position in OKTA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$241,088
-$361,780 QoQ
Shares Held
3,063
-56.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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, 2026BURNEY CO/ holds $87,646,502 across 16 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
83,645 | $31,201,257 | |
| 2 | PANW |
Palo Alto Networks Inc
|
38,668 | $13,186,560 | |
| 3 | FTNT |
Fortinet, Inc.
|
85,093 | $13,071,986 | |
| 4 | ORCL |
Oracle Corp
|
80,432 | $11,787,309 | |
| 5 | FFIV |
F5, Inc.
|
16,110 | $6,701,115 | |
| 6 | VRSN |
Verisign Inc/Ca
|
8,625 | $2,169,705 | |
| 7 | WEX |
WEX Inc.
|
15,123 | $2,133,704 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
17,531 | $2,045,341 |
All Filings in OKTA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,088 | 3,063 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $602,868 | 6,972 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,097,522 | 44,684 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $988,870 | 13,302 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $561,566 | 5,999 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||