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Disclosery

Smith Group Asset Management, LLC: OKTA position timeline

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

Smith Group Asset Management, LLC held 406,370 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 406,370 shares
    Change vs previous 13F +29,265 shares

    2.26% of the 13F portfolio, value $55,449,187.

    13F-HR 0001893134-26-000003 filed by Smith Group Asset Management, 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 377,105 shares
    Change vs previous 13F +32,078 shares

    1.51% of the 13F portfolio, value $29,681,935.

    13F-HR 0001893134-26-000002 filed by Smith Group Asset Management, 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 345,027 shares
    Change vs previous 13F +9,761 shares

    1.58% of the 13F portfolio, value $29,834,485.

    13F-HR 0001893134-26-000001 filed by Smith Group Asset Management, 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 335,266 shares
    Change vs previous 13F +92,473 shares

    1.77% of the 13F portfolio, value $30,743,892.

    13F-HR 0001893134-25-000007 filed by Smith Group Asset Management, 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 242,793 shares
    Change vs previous 13F +4,798 shares

    1.59% of the 13F portfolio, value $24,272,016.

    13F-HR 0001085146-25-004336 filed by Smith Group Asset Management, 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 237,995 shares
    Change vs previous 13F +16,594 shares

    1.88% of the 13F portfolio, value $25,041,834.

    13F-HR 0001085146-25-002371 filed by Smith Group Asset Management, 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 221,401 shares
    Change vs previous 13F +80,969 shares

    1.29% of the 13F portfolio, value $17,446,399.

    13F-HR 0001085146-25-000411 filed by Smith Group Asset Management, 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 140,432 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $10,439,715.

    13F-HR 0001085146-24-005140 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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