George Kaiser Family Foundation

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), George Kaiser Family Foundation reported 17 stock positions worth $678.8 million. Its top holding was Bok Financial (BOKF) at 52.7% of the portfolio, followed by Excelerate Energy Class A (EE, 35.0%) and Aspen Aerogels (ASPN, 5.5%). Compared with Q3 2024, it opened 2 new positions and sold out of 2. The biggest buy was a new position in Descartes Systems Grp (DSGX) and the biggest sale an exit from Zeta Global Class A (ZETA).

Most Recent 13F
Q2 2026
Location
TULSA, OK
CIK
0001265376
Portfolio Value
$678.8M (Q4 2024)
SEC Filing
0001140361-25-004054 ↗ filed Feb 12, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $527.3M Q1 2024 Q2 2024: $565.9M Q2 2024 Q3 2024: $654.3M Q3 2024 Q4 2024: $678.8M $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 17 stocks · $678.8M

BOKF Bok Financial Corporation 52.72% 3,361,707 $357.9M No change
EE Excelerate Energy Inc. Class A 35.00% 7,854,167 $237.6M No change
ASPN Aspen Aerogels Inc. 5.54% 3,167,322 $37.6M No change
INTA Intapp Inc. 1.12% 119,097 $7.6M No change
NOW ServiceNow Inc. 0.90% 5,763 $6.1M No change
JBL Jabil Inc. 0.71% 33,628 $4.8M No change
PTC PTC Inc. 0.67% 24,555 $4.5M No change
CYBR Cyberark Software Ltd./Israel 0.61% 12,432 $4.1M No change
DSGX The Descartes Systems Grp 0.58% 34,575 $3.9M New
FROG Jfrog Ltd. 0.45% 102,858 $3.0M No change
MORN Morningstar Inc. 0.38% 7,693 $2.6M No change
TYL Tyler Technologies Inc. 0.35% 4,177 $2.4M No change
GXO Gxo Logistics Inc. 0.32% 49,503 $2.2M No change
BOC Boston Omaha Corp. Class A 0.29% 140,932 $2.0M No change
PCOR Procore Technologies Inc. 0.25% 22,928 $1.7M No change
HURC Hurco Companies Inc. 0.07% 24,555 $474K No change
UNH Unitedhealth Group Inc. 0.03% 467 $236K New

Portfolio Sells Q3 2024 → Q4 2024

ZETA Zeta Global Holdings Corp. Class A Sold out 0.00% −0.47
ZUO Zuora Inc. Class A Sold out 0.00% −0.24

Portfolio Buys Q3 2024 → Q4 2024

DSGX The Descartes Systems Grp New 0.58% +0.58
UNH Unitedhealth Group Inc. New 0.03% +0.03

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