Jacobson & Schmitt Advisors, LLC / OKTA
Jacobson & Schmitt Advisors, LLC’s Okta Inc Position
Does Jacobson & Schmitt Advisors, LLC own Okta Inc (OKTA)? Yes — 78.6K shares worth $6M (+1.12% of its 13F portfolio) as of Q1 2026, down from 92.2K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
78.6K
% of Portfolio
+1.12%
Quarters Held
30
currently held
Position History OKTA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 78.6K | $6M | +1.12% |
| Q4 2025 | 92.2K | $8M | +1.34% |
| Q3 2025 | 86.2K | $8M | +1.36% |
| Q2 2025 | 77.0K | $8M | +1.36% |
| Q1 2025 | 75.8K | $8M | +1.63% |
| Q4 2024 | 95.8K | $8M | +1.46% |
| Q3 2024 | 62.4K | $5M | +0.95% |
| Q2 2024 | 50.2K | $5M | +1.07% |
| Q1 2024 | 43.8K | $5M | +1.08% |
| Q4 2023 | 45.2K | $4M | +1.04% |
| Q3 2023 | 41.5K | $3M | +0.96% |
| Q2 2023 | 40.1K | $3M | +0.79% |
| Q1 2023 | 39.2K | $3M | +0.97% |
| Q4 2022 | 34.6K | $2M | +0.63% |
| Q3 2022 | 34.6K | $2M | +0.63% |
| Q2 2022 | 33.5K | $3M | +0.94% |
| Q1 2022 | 14.6K | $2M | +0.57% |
| Q4 2021 | 14.3K | $3M | +0.78% |
| Q3 2021 | 13.8K | $3M | +0.90% |
| Q2 2021 | 13.5K | $3M | +0.94% |
| Q1 2021 | 13.6K | $3M | +0.97% |
| Q4 2020 | 14.2K | $4M | +1.23% |
| Q3 2020 | 14.2K | $3M | +1.16% |
| Q2 2020 | 20.1K | $4M | +1.73% |
| Q1 2020 | 20.1K | $2M | +1.40% |
| Q4 2019 | 19.6K | $2M | +1.13% |
| Q3 2019 | 19.4K | $2M | +1.07% |
| Q2 2019 | 39.4K | $5M | +2.82% |
| Q1 2019 | 76.0K | $6M | +2.01% |
| Q4 2018 | 39.0K | $2M | +1.80% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jacobson & Schmitt Advisors, LLC’s full portfolio or all institutional holders of OKTA.