Exited position

Jeff Smith’s Oklo Inc (OKLO) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2021Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares100.00KHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Oklo Inc in Q3 2021. The reported position was reduced across later filings. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q3 2023, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2023
Sold the entire position−82.30K shares · No shares reported at quarter-end
Q1 2022
Sold 14.3% of the position−13.70K shares · 82.30K shares remained
Filing context

Quarter-end price $9.76 · Estimated holding basis $9.83

Q4 2021
Sold 4.0% of the position−4.00K shares · 96.00K shares remained
Filing context

Quarter-end price $9.85 · Estimated holding basis $9.83

Q3 2021
New position+100.00K shares · 100.00K shares reported
Filing context

Quarter-end price $9.83 · Estimated holding basis $9.83

5 unchanged quarters are collapsed by default.

Portfolio importance

How important was Oklo Inc in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q2 2023
Last reported rank#47of 48 reported positions
Peak portfolio weight0.0%Q2 2023
Best historical rank#47Q2 2023
At peak importanceQ2 2023
OKLO
0.0%
Largest holding
16.3%
Cross-investor discovery

Who else owns Oklo Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Cathie WoodARK Investment Management
OKLO0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
OKLO0.0% of reported portfolio
Explore Oklo Inc across all tracked investors →
MarketInsiderLab research

Connected research on Oklo Inc

Only published MIL research mapped to the exact stock identity is shown here.

MARKET RADARBig Tech Is Locking Up Nuclear Power for AI Data Centers. Which Stocks Have Real Exposure?Sep 1, 2026

Microsoft, Meta and Amazon are signing long-term nuclear power agreements as AI data-center electricity demand rises. We map…

SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$35.622026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.