OKTA β€” OKTA INC CL A

Ownership history in Aspect Partners, LLC  Β·  3 quarters on record

AI Ownership Summary

Aspect Partners, LLC reported OKTA INC CL A (OKTA) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows OKTA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OKTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aspect Partners, LLC's position in OKTA INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OKTA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aspect Partners, LLC held OKTA β€” position size vs. price
% of Fund (quarterly)    OKTA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 135 +2 +1.5% 0.00% $11K 2026-05-15 (Est.) $80.19
2025 Q4 ADDED 133 +35 +35.7% 0.01% $12K 2026-01-23 $90.76
2025 Q3 INITIATED 98 β€” β€” 0.00% $9K 2025-11-06 $85.87

🏒 Other funds also holding OKTA

As of 2026 Q1 β€” sorted by position size

Ahara Advisors LLC 0.69% Ares Financial Consulting, LLC 0.0% MJT & Associates Financial Advisory Group, Inc. 0.0%

FAQ About Aspect Partners, LLC and OKTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aspect Partners, LLC reported owning OKTA?

Aspect Partners, LLC reported OKTA across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported OKTA position in Aspect Partners, LLC's portfolio?

The largest reported portfolio weight for OKTA was 0.01% in 2025 Q4.

What is the latest reported OKTA position on this page?

The most recent filing on this page is 2026 Q1, when Aspect Partners, LLC reported 135 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this OKTA ownership page compare?

The chart compares Aspect Partners, LLC's quarterly OKTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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