SSIM
OKLO

Sheets Smith Investment Management’s Oklo OKLO Stock Holding History

Sheets Smith Investment Management’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.41M Buy
12,622
+44
+0.3% +$3.44K 0.91% 42
2025
Q2 		$704K Buy
+12,578
New +$485K 0.62% 67

Other funds holding OKLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sheets Smith Investment Management's OKLO Position: Q3 2025 in Review

Sheets Smith Investment Management increased its Oklo (OKLO) stake by 0.35% in Q3 2025, buying an estimated $3.44K and bringing the position to 12,622 shares worth $1.41M. The position accounts for 0.91% of the portfolio, ranked #42.

Sheets Smith Investment Management first reported a position in OKLO in Q2 2025 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold OKLO as of Q3 2025.

  • Sheets Smith Investment Management held 12,622 shares of Oklo worth $1.41M as of Q3 2025.
  • Sheets Smith Investment Management bought 44 Oklo shares in Q3 2025, an estimated $3.44K.
  • Oklo made up 0.91% of Sheets Smith Investment Management's portfolio in Q3 2025, its #42 holding.
  • Sheets Smith Investment Management first reported a position in Oklo in Q2 2025 and has held it in 2 quarters since.
  • 639 funds tracked by Wall St. Rank held Oklo as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.