OKLO INC OKLO
COM CL A · Common Stock · CUSIP 02156V109 · ISIN US02156V1098
American nuclear startup company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 122.1m as of 2024-11-14, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $21.28. Options: 22 managers hold calls ($201.7m notional), 20 hold puts ($138.3m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 78 |
| Q4 2022 | 74 |
| Q1 2023 | 73 |
| Q2 2023 | 76 |
| Q3 2023 | 66 |
| Q4 2023 | 38 |
| Q1 2024 | 55 |
| Q2 2024 | 94 |
| Q3 2024 | 125 |
| Q4 2024 | 239 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 25 | 16 |
| Q2 2023 | 16 | 39 |
| Q3 2023 | 31 | 39 |
| Q4 2023 | 14 | 50 |
| Q1 2024 | 30 | 17 |
| Q2 2024 | 77 | 38 |
| Q3 2024 | 81 | 39 |
| Q4 2024 | 175 | 65 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $1.7m | $177.0k | 0.10 |
| Q2 2024 | $22.1m | $32.8m | 1.49 |
| Q3 2024 | $18.6m | $9.6m | 0.52 |
| Q4 2024 | $201.7m | $138.3m | 0.69 |
Biggest buyers
| VANGUARD GROUP INC | Added | +2.1m |
| UBS Group AG | Added | +1.8m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +849.8k |
| TimesSquare Capital Management, LLC | New | +805.6k |
| JAT Capital Mgmt LP | New | +697.0k |
| VAN ECK ASSOCIATES CORP | Added | +692.1k |
| MORGAN STANLEY | Added | +479.2k |
| RENAISSANCE TECHNOLOGIES LLC | New | +424.3k |
| GROUP ONE TRADING LLC | New | +408.0k |
| Compound Planning, Inc. | Added | +392.8k |
Biggest sellers
| Encompass Capital Advisors LLC | Sold out | -6.5m |
| HITE Hedge Asset Management LLC | Reduced | -2.2m |
| Data Collective IV GP, LLC | Reduced | -1.6m |
| Alyeska Investment Group, L.P. | Reduced | -1.6m |
| BANK OF AMERICA CORP /DE/ | Reduced | -746.8k |
| ARK Investment Management LLC | Reduced | -573.7k |
| D. E. Shaw & Co., Inc. | Reduced | -539.5k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -353.8k |
| Corient Private Wealth LP | Reduced | -314.5k |
| Balyasny Asset Management L.P. | Reduced | -272.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $61.0m2.9m shares |
| CITADEL ADVISORS LLC | Added | $37.8m1.8m shares |
| JANE STREET GROUP, LLC | Added | $21.6m1.0m shares |
| SIMPLEX TRADING, LLC | Added | $15.2m714.9k shares |
| GROUP ONE TRADING LLC | Added | $14.9m703.4k shares |
| IMC-Chicago, LLC | Added | $13.7m645.0k shares |
| WOLVERINE TRADING, LLC | New | $12.9m547.3k shares |
| PEAK6 LLC | First filing | $8.3m391.0k shares |
| Arosa Capital Management LP | Added | $8.0m375.0k shares |
| Caption Management, LLC | New | $1.9m90.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $45.9m2.2m shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $21.2m1.0m shares |
| CITADEL ADVISORS LLC | Added | $18.1m853.2k shares |
| IMC-Chicago, LLC | Added | $12.0m566.5k shares |
| JANE STREET GROUP, LLC | Added | $8.7m410.0k shares |
| SIMPLEX TRADING, LLC | Added | $6.5m306.3k shares |
| GROUP ONE TRADING LLC | Added | $4.9m230.8k shares |
| WOLVERINE TRADING, LLC | New | $4.8m203.1k shares |
| PEAK6 LLC | First filing | $4.8m225.0k shares |
| Sculptor Capital LP | New | $4.7m222.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| DeWitte Jacob 13D · may seek influence -1.1 pts · filed 2026-07-06 | 11.1% |
Fell to 5% or below in the last year: BlackRock, Inc. (3.6%, 2026-07-29), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 1 | $99.8k | 2 | $5.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-23 | Kinzley Richard Director | Bought | $99.8k5.0k shares |
| 2024-12-20 | Cochran Caroline Co-Founder, COO, director | Sold | $5.0m230.6k shares |
| 2024-12-20 | DeWitte Jacob Co-Founder, CEO, director · By Caroline Cochran | Sold | $5.0m230.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| Data Collective IV GP, LLC 49.51% of their portfolio | 5.3m $112.0m | Reduced -1.6m |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.22% of their portfolio | 4.9m $104.6m | Added +74.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.3m $92.2m | Added +2.1m |
| TIGER GLOBAL MANAGEMENT LLC 0.25% of their portfolio | 3.1m $64.9m | Unchanged |
| UBS Group AG 0.01% of their portfolio | 1.9m $39.4m | Added +1.8m |
| VAN ECK ASSOCIATES CORP 0.05% of their portfolio | 1.8m $38.7m | Added +692.1k |
| BlackRock, Inc. 0.00% of their portfolio | 1.4m $29.2m | Added +28.1k |
| Alyeska Investment Group, L.P. 0.10% of their portfolio | 1.2m $25.6m | Reduced -1.6m |
| Focus Partners Wealth 0.03% of their portfolio | 1.0m $21.4m | Added +269.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 949.0k $20.1m | Added +849.8k |
| Compound Planning, Inc. 0.97% of their portfolio | 908.4k $19.3m | Added +392.8k |
| TimesSquare Capital Management, LLC 0.25% of their portfolio | 805.6k $17.1m | New |
| PORTLAND INVESTMENT COUNSEL INC. 4.37% of their portfolio | 802.6k $17.0m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 728.6k $15.5m | Reduced -9.1k |
| JAT Capital Mgmt LP 2.59% of their portfolio | 697.0k $14.8m | New |
| MORGAN STANLEY 0.00% of their portfolio | 572.0k $12.1m | Added +479.2k |
| READYSTATE ASSET MANAGEMENT LP 0.45% of their portfolio | 503.9k $10.7m | Reduced -261.7k |
| EXCHANGE TRADED CONCEPTS, LLC 0.20% of their portfolio | 456.2k $9.7m | Added +339.6k |
| ARK Investment Management LLC 0.08% of their portfolio | 454.3k $9.6m | Reduced -573.7k |
| STATE STREET CORP 0.00% of their portfolio | 426.9k $9.1m | Added +69.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 424.3k $9.0m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 422.4k $9.0m | Reduced -22 |
| GROUP ONE TRADING LLC 0.29% of their portfolio | 408.0k $8.7m | New |
| SCOPUS ASSET MANAGEMENT, L.P. 0.28% of their portfolio | 359.3k $7.6m | Reduced -15.7k |
| Arosa Capital Management LP 4.88% of their portfolio | 350.0k $7.4m | Reduced -250.0k |
| Corient Private Wealth LP 0.01% of their portfolio | 317.9k $6.8m | Reduced -314.5k |
| CARDIFF PARK ADVISORS, LLC 0.64% of their portfolio | 315.1k $6.7m | Unchanged |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 291.0k $6.2m | Reduced -233.0k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 257.2k $5.5m | Added +105.5k |
| Temasek Holdings (Private) Ltd 0.02% of their portfolio | 256.6k $5.4m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 254.5k $5.4m | Reduced -539.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 238.3k $5.1m | Added +166.8k |
| Sculptor Capital LP 0.08% of their portfolio | 222.6k $4.7m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 217.6k $4.6m | Reduced -746.8k |
| HITE Hedge Asset Management LLC 0.30% of their portfolio | 194.5k $4.1m | Reduced -2.2m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 167.3k $3.6m | Added +16.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 165.9k $3.5m | Added +105.2k |
| SIR Capital Management, L.P. 0.34% of their portfolio | 155.4k $3.3m | New |
| STRATEGIC PLANNING GROUP, LLC 0.57% of their portfolio | 145.3k $3.1m | New |
| Private Advisor Group, LLC 0.02% of their portfolio | 133.7k $2.8m | Added +27.5k |
| Caprock Group, LLC 0.09% of their portfolio | 132.8k $2.8m | New |
| LPL Financial LLC 0.00% of their portfolio | 130.1k $2.8m | Added +111.2k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 129.2k $2.7m | New |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 123.9k $2.6m | Reduced -19.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 117.0k $2.5m | Added +104.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 104.0k $2.2m | First filing |
| HAMILTON LANE ADVISORS LLC 2.11% of their portfolio | 102.8k $2.2m | New |
| SPX Gestao de Recursos Ltda 0.32% of their portfolio | 100.0k $2.1m | New |
| SkyView Investment Advisors, LLC 0.34% of their portfolio | 100.0k $2.1m | Reduced -161.4k |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 93.0k $2.4m | Added +92.5k |
| Joule Financial, LLC 0.69% of their portfolio | 92.5k $2.0m | Reduced -41.8k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 89.1k $1.9m | Reduced -272.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 85.9k $1.8m | Added +79.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 79.8k $1.7m | New |
| BOKF, NA 0.03% of their portfolio | 70.0k $1.8m | New |
| Alight Capital Management LP 0.50% of their portfolio | 70.0k $1.5m | Reduced -130.0k |
| National Philanthropic Trust 0.02% of their portfolio | 70.0k $1.5m | New |
| Windmill Hill Asset Management Ltd 0.48% of their portfolio | 69.5k $1.5m | New |
| Secure Asset Management, LLC 0.21% of their portfolio | 66.1k $1.4m | Reduced -13.1k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 62.0k $1.3m | Added +49.1k |
| Swiss National Bank 0.00% of their portfolio | 59.6k $1.3m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 59.1k $1.3m | Added +46.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 58.9k $1.3m | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 58.3k $1.2m | New |
| Cetera Investment Advisers 0.00% of their portfolio | 57.6k $1.2m | Added +42.6k |
| Value Aligned Research Advisors, LLC 0.34% of their portfolio | 57.0k $1.2m | New |
| Central Asset Investments & Management Holdings (HK) Ltd 0.74% of their portfolio | 56.9k $1.2m | New |
| Cerity Partners LLC 0.00% of their portfolio | 53.8k $1.1m | Added +2.5k |
| Walleye Capital LLC 0.01% of their portfolio | 53.0k $1.1m | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 51.9k $1.1m | Added +48.2k |
| CastleKnight Management LP 0.11% of their portfolio | 48.7k $1.0m | Reduced -68.2k |
| Foundations Investment Advisors, LLC 0.02% of their portfolio | 46.4k $985.2k | New |
| PFG Investments, LLC 0.06% of their portfolio | 45.7k $970.5k | New |
| J. Goldman & Co LP 0.03% of their portfolio | 43.6k $926.2k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 41.3k $877.0k | Added +16.3k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 41.1k $873.0k | New |
| Alpine Global Management, LLC 0.11% of their portfolio | 40.3k $854.6k | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 38.1k $808.7k | Added +25.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 37.3k $791.9k | Reduced -47.9k |
| Polar Asset Management Partners Inc. 0.01% of their portfolio | 36.8k $781.3k | New |
| Walleye Trading LLC 0.02% of their portfolio | 36.5k $775.3k | New |
| Legacy Bridge, LLC 0.40% of their portfolio | 36.1k $765.4k | New |
| Nebula Research & Development LLC 0.09% of their portfolio | 36.0k $764.8k | Added +5.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 35.4k $750.0k | Reduced -3.0k |
| Aristotle Atlantic Partners, LLC 0.02% of their portfolio | 35.1k $745.9k | Added +5.5k |
| SBI Securities Co., Ltd. 0.02% of their portfolio | 33.3k $707.5k | First filing |
| Mariner, LLC 0.00% of their portfolio | 31.4k $665.8k | Reduced -25.3k |
| MATAURO, LLC 0.14% of their portfolio | 30.1k $638.1k | First filing |
| Canal Insurance CO 0.17% of their portfolio | 30.0k $637.0k | New |
| Geneos Wealth Management Inc. 0.02% of their portfolio | 29.6k $628.9k | New |
| Legal & General Group Plc 0.00% of their portfolio | 29.6k $628.5k | Added +23.9k |
| SIMPLEX TRADING, LLC 0.02% of their portfolio | 29.4k $624.0k | Added +24.3k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 29.1k $617.0k | Reduced -28.7k |
| WOLVERINE TRADING, LLC 0.02% of their portfolio | 28.4k $672.7k | New |
| Silverleafe Capital Partners, LLC 0.18% of their portfolio | 26.9k $571.7k | New |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 26.6k $1.1m | Added +14.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 26.3k $558.7k | Reduced -332 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 26.1k $553.4k | Reduced -6.3k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 26.1k $553.2k | New |
| Balboa Wealth Partners 0.13% of their portfolio | 25.8k $547.7k | New |