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Disclosery

Atria Investments, Inc: OKTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on OKTA, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 11,582 OKTA shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,582 shares
    Change vs previous 13F +7,758 shares

    0.02% of the 13F portfolio, value $2,421,951.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,824 shares
    Change vs previous 13F +461 shares

    0.01% of the 13F portfolio, value $521,810.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 3,363 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $264,693.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,337 shares
    Change vs previous 13F -110 shares

    <0.01% of the 13F portfolio, value $288,541.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,447 shares
    Change vs previous 13F -507 shares

    <0.01% of the 13F portfolio, value $316,080.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,954 shares
    Change vs previous 13F -1,073 shares

    <0.01% of the 13F portfolio, value $395,270.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 5,027 shares
    Change vs previous 13F +563 shares

    0.01% of the 13F portfolio, value $528,941.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 4,464 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $351,763.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).