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Disclosery

IEQ CAPITAL, LLC: OKTA position timeline

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

IEQ CAPITAL, LLC held 107,172 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,172 shares
    Change vs previous 13F +25,143 shares

    0.07% of the 13F portfolio, value $14,623,472.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
    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 82,029 shares
    Change vs previous 13F -1,980 shares

    0.03% of the 13F portfolio, value $6,456,503.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
    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 84,009 shares
    Change vs previous 13F -118,197 shares

    0.02% of the 13F portfolio, value $7,264,269.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
    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 202,206 shares
    Change vs previous 13F +41,416 shares

    0.06% of the 13F portfolio, value $18,542,280.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
    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 160,790 shares
    Change vs previous 13F +37,475 shares

    0.1% of the 13F portfolio, value $16,074,166.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
    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 123,315 shares
    Change vs previous 13F +25,327 shares

    0.1% of the 13F portfolio, value $12,975,211.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    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 97,988 shares
    Change vs previous 13F +49,002 shares

    0.07% of the 13F portfolio, value $7,721,460.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    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 48,986 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,641,624.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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