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JACOBSON & SCHMITT ADVISORS, LLC: OKTA position timeline

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

JACOBSON & SCHMITT ADVISORS, LLC held 0 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -78,588 shares

    13F-HR 0001951757-26-001002 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 78,588 shares
    Change vs previous 13F -13,624 shares

    1.12% of the 13F portfolio, value $6,185,662.

    13F-HR 0001951757-26-000572 filed by JACOBSON & SCHMITT ADVISORS, 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 92,212 shares
    Change vs previous 13F +6,016 shares

    1.34% of the 13F portfolio, value $7,973,572.

    13F-HR 0001951757-26-000239 filed by JACOBSON & SCHMITT ADVISORS, 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 86,196 shares
    Change vs previous 13F +9,208 shares

    1.36% of the 13F portfolio, value $7,904,173.

    13F-HR 0001951757-25-001367 filed by JACOBSON & SCHMITT ADVISORS, 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 76,988 shares
    Change vs previous 13F +1,216 shares

    1.36% of the 13F portfolio, value $7,696,491.

    13F-HR 0001951757-25-001034 filed by JACOBSON & SCHMITT ADVISORS, 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 75,772 shares
    Change vs previous 13F -20,021 shares

    1.63% of the 13F portfolio, value $7,972,730.

    13F-HR 0001951757-25-000495 filed by JACOBSON & SCHMITT ADVISORS, 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 95,793 shares
    Change vs previous 13F +33,385 shares

    1.46% of the 13F portfolio, value $7,548,489.

    13F-HR 0001951757-25-000166 filed by JACOBSON & SCHMITT ADVISORS, 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 62,408 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,639,411.

    13F-HR 0001951757-24-001135 filed by JACOBSON & SCHMITT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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