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Freedom Investment Management’s Okta OKTA Stock Holding History

Freedom Investment Management’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,098
Closed -$210K – 504
2025
Q2 		$210K Sell
2,098
-394
-16% -$42.1K 0.02% 696
2025
Q1 		$262K Buy
+2,492
New +$243K 0.02% 636
2023
Q3 		– Sell
-4,935
Closed -$342K – 737
2023
Q2 		$342K Sell
4,935
-1,039
-17% -$78.9K 0.04% 501
2023
Q1 		$515K Sell
5,974
-3,351
-36% -$255K 0.06% 398
2022
Q4 		$637K Buy
9,325
+3,825
+70% +$218K 0.07% 340
2022
Q3 		$313K Sell
5,500
-703
-11% -$60.5K 0.04% 559
2022
Q2 		$561K Buy
6,203
+3,542
+133% +$382K 0.06% 414
2022
Q1 		$402K Buy
2,661
+915
+52% +$164K 0.04% 536
2021
Q4 		$391K Sell
1,746
-92
-5% -$21.9K 0.03% 598
2021
Q3 		$436K Sell
1,838
-128
-7% -$31.8K 0.03% 540
2021
Q2 		$481K Sell
1,966
-66
-3% -$15.9K 0.04% 548
2021
Q1 		$448K Buy
+2,032
New +$511K 0.03% 567

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Freedom Investment Management's OKTA Position: Q3 2025 in Review

Freedom Investment Management sold out of Okta (OKTA) in Q3 2025, closing a stake of 2,098 shares — an estimated $210K sold.

Freedom Investment Management first reported a position in OKTA in Q1 2021 and held it in 12 quarters. The position peaked at $637K in Q4 2022. 751 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • Freedom Investment Management reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 2,098 Okta shares in Q3 2025, an estimated $210K.
  • Freedom Investment Management first reported a position in Okta in Q1 2021 and held it in 12 quarters.
  • Freedom Investment Management's Okta position peaked at $637K in Q4 2022.
  • 751 funds tracked by Wall St. Rank held Okta as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.