GEORGE KAISER FAMILY FOUNDATION 13F: Quarter-over-Quarter Portfolio Changes
GEORGE KAISER FAMILY FOUNDATION reported a disclosed portfolio value of approximately $882.8 million in its latest SEC Form 13F-HR filing for Q1 2026, up 18.2% quarter on quarter. Over the quarter, the foundation initiated 5 new positions, bought more shares in 9 holdings, trimmed 3 holdings, and exited 1 position.
GEORGE KAISER FAMILY FOUNDATION's top buy was a new stake in Spdr Bloomberg 1-3 Month T-Bil (BIL) , equal to 5.1% of the disclosed portfolio. Its top sell was Alkami Technology INC (ALKT) . The foundation sold 31.7% of its previously reported shares, reducing the position's portfolio weight by 0.3 percentage points.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| SPDR BLOOMBERG 1-3 MONTH T-BIL | BIL | 5.1% | History → |
| ISHARES 0-3 MONTH TREASURY BON | SGOV | 2.9% | History → |
| TABOOLA.COM LTD | TBLA | 0.2% | Holders → |
| CELLEBRITE DI LTD | CLBT | 0.2% | Holders → |
| MAXCYTE INC | MXCT | 0.0% | Holders → |
Top BuysQ1 2026
The foundation's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| TYLER TECHNOLOGIES INC | TYL | +0.0% | +79.7% | Holders → |
| DESCARTES SYS GROUP INC | DSGX | +-0.0% | +24.0% | Holders → |
| HURCO CO | HURC | +-0.0% | +13.6% | Holders → |
| INTAPP INC | INTA | +-0.4% | +10.3% | History → |
| WORKIVA INC | WK | +-0.0% | +0.5% | Holders → |
| TRADEWEB MKTS | TW | +-0.0% | +0.3% | Holders → |
| PROCORE TECHNOLOGIES INC | PCOR | +-0.2% | +0.3% | Holders → |
| SERVICENOW | NOW | +-0.2% | +0.3% | Holders → |
| TRANSDIGM GROUP INC | TDG | +-0.2% | +0.2% | History → |
Top SellsQ1 2026
The foundation's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| GARTNER INC | IT | 0.0% |
Net Portfolio Value ChangeQ1 2026
- $0.7BPrior quarter
- $0.9BCurrent quarter
- +$0.1BNet delta
- +18.2%% change
Methodology & FAQ
How GEORGE KAISER FAMILY FOUNDATION Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for GEORGE KAISER FAMILY FOUNDATION: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did GEORGE KAISER FAMILY FOUNDATION buy in Q1 2026?
In Q1 2026, GEORGE KAISER FAMILY FOUNDATION initiated 5 new positions (SPDR BLOOMBERG 1-3 MONTH T-BIL (BIL), ISHARES 0-3 MONTH TREASURY BON (SGOV), TABOOLA.COM LTD (TBLA), CELLEBRITE DI LTD (CLBT), MAXCYTE INC (MXCT)); bought more shares of TYLER TECHNOLOGIES INC (TYL), DESCARTES SYS GROUP INC (DSGX), HURCO CO (HURC), INTAPP INC (INTA), WORKIVA INC (WK) — the largest 5 of 9 adds.
What stocks did GEORGE KAISER FAMILY FOUNDATION sell in Q1 2026?
In Q1 2026, GEORGE KAISER FAMILY FOUNDATION fully sold 1 position (GARTNER INC (IT)); reduced holdings in ALKAMI TECHNOLOGY INC (ALKT), JFROG LTD (FROG), JABIL INC (JBL).
Which positions did GEORGE KAISER FAMILY FOUNDATION initiate in Q1 2026?
GEORGE KAISER FAMILY FOUNDATION established 5 new positions in Q1 2026: SPDR BLOOMBERG 1-3 MONTH T-BIL (BIL, 5.1%), ISHARES 0-3 MONTH TREASURY BON (SGOV, 2.9%), TABOOLA.COM LTD (TBLA, 0.2%), CELLEBRITE DI LTD (CLBT, 0.2%), MAXCYTE INC (MXCT, 0.0%).
Which existing positions saw the largest allocation increases for GEORGE KAISER FAMILY FOUNDATION in Q1 2026?
Of 9 existing positions with share-count increases in Q1 2026, the largest were: TYLER TECHNOLOGIES INC (TYL, +0.0% weight, +79.7% shares), DESCARTES SYS GROUP INC (DSGX, +-0.0% weight, +24.0% shares), HURCO CO (HURC, +-0.0% weight, +13.6% shares), INTAPP INC (INTA, +-0.4% weight, +10.3% shares), WORKIVA INC (WK, +-0.0% weight, +0.5% shares), TRADEWEB MKTS (TW, +-0.0% weight, +0.3% shares), PROCORE TECHNOLOGIES INC (PCOR, +-0.2% weight, +0.3% shares), SERVICENOW (NOW, +-0.2% weight, +0.3% shares), TRANSDIGM GROUP INC (TDG, +-0.2% weight, +0.2% shares).
Which positions did GEORGE KAISER FAMILY FOUNDATION fully exit in Q1 2026?
GEORGE KAISER FAMILY FOUNDATION fully exited 1 position in Q1 2026: GARTNER INC (IT, last-reported weight 0.0%).
Which existing positions saw the largest allocation reductions for GEORGE KAISER FAMILY FOUNDATION in Q1 2026?
Of 3 existing positions with share-count reductions in Q1 2026, the largest were: ALKAMI TECHNOLOGY INC (ALKT, -0.3% weight, -31.7% shares), JFROG LTD (FROG, -0.5% weight, -30.8% shares), JABIL INC (JBL, -0.3% weight, -26.1% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.