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Disclosery

Triumph Capital Management: OKTA position timeline

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

Triumph Capital Management held 6,098 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,098 shares
    Change vs previous 13F -5,892 shares

    0.15% of the 13F portfolio, value $832,072.

    13F-HR 0001730765-26-000006 filed by Triumph Capital 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 11,990 shares
    Change vs previous 13F +4,070 shares

    0.19% of the 13F portfolio, value $943,733.

    13F-HR 0001730765-26-000004 filed by Triumph Capital 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 7,920 shares
    Change vs previous 13F -4,805 shares

    0.15% of the 13F portfolio, value $684,842.

    13F-HR 0001730765-26-000002 filed by Triumph Capital 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/A 12,725 shares
    Change vs previous 13F +4,770 shares

    0.31% of the 13F portfolio, value $1,166,883.

    13F-HR/A 0001730765-25-000011 filed by Triumph Capital 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/A 7,955 shares
    Change vs previous 13F +267 shares

    0.24% of the 13F portfolio, value $795,261.

    13F-HR/A 0001730765-25-000012 filed by Triumph Capital 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 7,688 shares
    Change vs previous 13F +1,897 shares

    0.27% of the 13F portfolio, value $808,931.

    13F-HR 0001730765-25-000004 filed by Triumph Capital 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 5,791 shares
    Change vs previous 13F +673 shares

    0.16% of the 13F portfolio, value $456,331.

    13F-HR 0001730765-25-000003 filed by Triumph Capital 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 5,118 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $380,472.

    13F-HR 0001730765-25-000002 filed by Triumph Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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