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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return