George Kaiser Family Foundation

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), George Kaiser Family Foundation reported 18 stock positions worth $527.3 million. Its top holding was Bok Financial (BOKF) at 58.7% of the portfolio, followed by Excelerate Energy Class A (EE, 23.9%) and Aspen Aerogels (ASPN, 10.6%). Compared with Q4 2023, it opened 3 new positions, sold out of 4, added to 2 and reduced 2. The biggest buy was a new position in Endava PLC- Spon ADR (DAVA) and the biggest sale an exit from Sprinklr Class A (CXM).

Most Recent 13F
Q2 2026
Location
TULSA, OK
CIK
0001265376
Portfolio Value
$527.3M (Q1 2024)
SEC Filing
0001140361-24-024381 ↗ filed May 6, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $527.3M $527.3M Q1 2024 Q2 2024: $565.9M Q2 2024 Q3 2024: $654.3M Q3 2024 Q4 2024: $678.8M Q4 2024 Q1 2025: $680.5M Q1 2025 Q2 2025: $693.9M Q2 2025 Q3 2025: $712.6M Q3 2025 Q4 2025: $747.2M Q4 2025 Q1 2026: $882.8M Q1 2026 Q2 2026: $1.0B Q2 2026

Holdings 18 stocks · $527.3M
BOKF Bok Financial Corporation 58.65% 3,361,707 $309.3M No change
EE Excelerate Energy Inc. Class A 23.86% 7,854,167 $125.8M No change
ASPN Aspen Aerogels Inc. 10.57% 3,167,322 $55.7M No change
NOW ServiceNow Inc. 0.90% 6,214 $4.7M Reduce -2.2%
PTCT PTC Therapeutics Inc. 0.87% 24,380 $4.6M No change
JBL Jabil Inc. 0.85% 33,390 $4.5M No change
FROG Jfrog Ltd. 0.62% 74,505 $3.3M No change
CYBR Cyberark Software Ltd./Israel 0.62% 12,344 $3.3M No change
ZETA Zeta Global Holdings Corp. Class A 0.53% 256,838 $2.8M Add +8.2%
INTA Intapp Inc. 0.46% 71,122 $2.4M Add +29.8%
MORN Morningstar Inc. 0.45% 7,638 $2.4M No change
BOC Boston Omaha Corp. Class A 0.41% 140,932 $2.2M No change
TYL Tyler Technologies Inc. 0.33% 4,148 $1.8M No change
ZUO Zuora Inc. Class A 0.31% 178,637 $1.6M Reduce -20.8%
DAVA Endava PLC- Spon ADR 0.22% 29,867 $1.1M New
GXO Gxo Logistics Inc. 0.19% 18,861 $1.0M New
IZEA Izea Worldwide Inc. 0.14% 312,554 $722K New
APLM Apollomics Inc. 0.00% 24,984 $19K No change

Portfolio Sells Q4 2023 → Q1 2024
CXM Sprinklr Inc. Class A Sold out 0.00% −0.40
REZI Resideo Technologies Inc. Sold out 0.00% −0.16
DOOR Masonite International Corp. Sold out 0.00% −0.13
ZUO Zuora Inc. Class A Reduce -20.8% 0.31% −0.12
HOMOLOGY MEDICINES INC Sold out 0.00% −0.04
NOW ServiceNow Inc. Reduce -2.2% 0.90% −0.01

Portfolio Buys Q4 2023 → Q1 2024
DAVA Endava PLC- Spon ADR New 0.22% +0.22
GXO Gxo Logistics Inc. New 0.19% +0.19
IZEA Izea Worldwide Inc. New 0.14% +0.14
ZETA Zeta Global Holdings Corp. Class A Add +8.2% 0.53% +0.11
INTA Intapp Inc. Add +29.8% 0.46% +0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 105$1.0BBOKF, EE, SPY, IWL, BIL
Q1 2026 71$882.8MBOKF, EE, BIL, SPY, SGOV
Q4 2025 67$747.2MBOKF, EE, SPY, IWL, ASPN
Q3 2025 68$712.6MBOKF, EE, SPY, IWL, ASPN
Q2 2025 68$693.9MBOKF, EE, SPY, IWL, ASPN
Q1 2025 68$680.5MBOKF, EE, ASPN, SPY, IWL
Q4 2024 17$678.8MBOKF, EE, ASPN, INTA, NOW
Q3 2024 17$654.3MBOKF, EE, ASPN, INTA, NOW
Q2 2024 18$565.9MBOKF, EE, ASPN, NOW, PTC
Q1 2024 18$527.3MBOKF, EE, ASPN, NOW, PTCT