OKTA INC · CUSIP 679295105 · CIK 1387818
As of 2026-06-30, Barton Investment Management reported 214.26K OKTA (shares), valued at $29.24M, or 3.96% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares decreased 5.44%; reported value increased 63.93%, and weight changed +1.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.96% | 214,259 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 2.24% | 226,576 | SEC filing ↗Filed Apr 20, 2026 |
| Q4 2025 | 2.34% | 250,886 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 2.34% | 250,525 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 2.61% | 252,062 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 3.34% | 258,648 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 2.18% | 260,744 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 2.63% | 282,638 | SEC filing ↗Filed Oct 17, 2024 |
| Q2 2024 | 3.58% | 287,155 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 3.89% | 306,145 | SEC filing ↗Filed Apr 26, 2024 |
| Q4 2023 | 3.55% | 298,741 | SEC filing ↗Filed Jan 24, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.55% | 298,741 | $27.05M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 3.89% | 306,145 | $32.03M | Shares increased 2.48%; reported value increased 18.43%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 26, 2024 |
| Q2 2024 | 3.58% | 287,155 | $26.88M | Shares decreased 6.20%; reported value decreased 16.07%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 2.63% | 282,638 | $21.01M | Shares decreased 1.57%; reported value decreased 21.83%, and weight changed -0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2024 |
| Q4 2024 | 2.18% | 260,744 | $20.55M | Shares decreased 7.75%; reported value decreased 2.21%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 3.34% | 258,648 | $27.21M | Shares decreased 0.80%; reported value increased 32.45%, and weight changed +1.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 2.61% | 252,062 | $25.20M | Shares decreased 2.55%; reported value decreased 7.41%, and weight changed -0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 2.34% | 250,525 | $22.97M | Shares decreased 0.61%; reported value decreased 8.83%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 2.34% | 250,886 | $21.69M | Shares increased 0.14%; reported value decreased 5.57%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 2.24% | 226,576 | $17.83M | Shares decreased 9.69%; reported value decreased 17.79%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 20, 2026 |
| Q2 2026 | 3.96% | 214,259 | $29.24M | Shares decreased 5.44%; reported value increased 63.93%, and weight changed +1.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 20, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.