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Disclosery

Barton Investment Management: OKTA position timeline

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

Barton Investment Management held 214,259 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,259 shares
    Change vs previous 13F -12,317 shares

    3.96% of the 13F portfolio, value $29,235,641.

    13F-HR 0001387818-26-000003 filed by Barton Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 226,576 shares
    Change vs previous 13F -24,310 shares

    2.24% of the 13F portfolio, value $17,833,797.

    13F-HR 0001387818-26-000002 filed by Barton Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 250,886 shares
    Change vs previous 13F +361 shares

    2.34% of the 13F portfolio, value $21,694,113.

    13F-HR 0001387818-26-000001 filed by Barton Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 250,525 shares
    Change vs previous 13F -1,537 shares

    2.34% of the 13F portfolio, value $22,973,143.

    13F-HR 0001387818-25-000005 filed by Barton Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 252,062 shares
    Change vs previous 13F -6,586 shares

    2.61% of the 13F portfolio, value $25,198,639.

    13F-HR 0001387818-25-000004 filed by Barton Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 258,648 shares
    Change vs previous 13F -2,096 shares

    3.34% of the 13F portfolio, value $27,214,943.

    13F-HR 0001387818-25-000002 filed by Barton Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 260,744 shares
    Change vs previous 13F -21,894 shares

    2.18% of the 13F portfolio, value $20,546,628.

    13F-HR 0001387818-25-000001 filed by Barton Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 282,638 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $21,011,309.

    13F-HR 0001387818-24-000005 filed by Barton Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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