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Disclosery

Pathstone Holdings, LLC: OKTA position timeline

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

Pathstone Holdings, LLC held 11,111 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,111 shares
    Change vs previous 13F -685 shares

    <0.01% of the 13F portfolio, value $1,516,024.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 11,796 shares
    Change vs previous 13F -2,954 shares

    <0.01% of the 13F portfolio, value $928,499.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 14,750 shares
    Change vs previous 13F -6,601 shares

    <0.01% of the 13F portfolio, value $1,275,470.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 21,351 shares
    Change vs previous 13F -5,257 shares

    0.01% of the 13F portfolio, value $1,957,926.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 26,608 shares
    Change vs previous 13F -14,837 shares

    0.01% of the 13F portfolio, value $2,660,077.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 41,445 shares
    Change vs previous 13F +18,035 shares

    0.02% of the 13F portfolio, value $4,360,839.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 23,410 shares
    Change vs previous 13F +12,061 shares

    0.01% of the 13F portfolio, value $1,846,511.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 11,349 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $843,655.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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