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SEI INVESTMENTS CO: OKTA position timeline

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

SEI INVESTMENTS CO held 365,347 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 365,347 shares
    Change vs previous 13F +82 shares

    0.04% of the 13F portfolio, value $49,851,622.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    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 365,265 shares
    Change vs previous 13F +122,658 shares

    0.03% of the 13F portfolio, value $28,750,028.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    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 242,607 shares
    Change vs previous 13F -21,757 shares

    0.02% of the 13F portfolio, value $20,978,249.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    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 264,364 shares
    Change vs previous 13F +40,246 shares

    0.03% of the 13F portfolio, value $24,242,201.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    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 224,118 shares
    Change vs previous 13F -10,422 shares

    0.03% of the 13F portfolio, value $22,405,108.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    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 234,540 shares
    Change vs previous 13F +48,611 shares

    0.03% of the 13F portfolio, value $24,678,349.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    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 185,929 shares
    Change vs previous 13F -75,616 shares

    0.02% of the 13F portfolio, value $14,651,263.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    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 261,545 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $19,443,265.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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