Skip to content
Disclosery

SWS Partners: OKTA position timeline

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

SWS Partners held 60,161 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 60,161 shares
    Change vs previous 13F -12,028 shares

    1.77% of the 13F portfolio, value $8,208,958.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 72,189 shares
    Change vs previous 13F +29,654 shares

    1.4% of the 13F portfolio, value $5,681,957.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 42,535 shares
    Change vs previous 13F +5,435 shares

    0.89% of the 13F portfolio, value $3,678,016.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 37,100 shares
    Change vs previous 13F +6,851 shares

    0.83% of the 13F portfolio, value $3,402,039.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 30,249 shares
    Change vs previous 13F +936 shares

    0.82% of the 13F portfolio, value $3,023,993.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 29,313 shares
    Change vs previous 13F -15,603 shares

    1.01% of the 13F portfolio, value $3,084,370.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 44,916 shares
    Change vs previous 13F +12,430 shares

    1.07% of the 13F portfolio, value $3,539,371.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 32,486 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,415,009.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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