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Freestone Grove Partners’s Okta OKTA Stock Holding History

Freestone Grove Partners’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
2026
Q2 		– Sell
-244,206
Closed -$19.2M – 1244
2026
Q1 		$19.2M Sell
244,206
-602,818
-71% -$50M 0.14% 215
2025
Q4 		$73.2M Buy
847,024
+552,324
+187% +$48.2M 0.53% 32
2025
Q3 		$27M Buy
+294,700
New +$27.5M 0.2% 170
2025
Q1 		– Sell
-290,157
Closed -$22.9M – 733
2024
Q4 		$22.9M Buy
+290,157
New +$22.5M 0.28% 119

Other funds holding OKTA

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Freestone Grove Partners's OKTA Position: Q2 2026 in Review

Freestone Grove Partners sold out of Okta (OKTA) in Q2 2026, closing a stake of 244,206 shares — an estimated $19.2M sold.

Freestone Grove Partners first reported a position in OKTA in Q4 2024 and held it in 4 quarters. The position peaked at $73.2M in Q4 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Freestone Grove Partners reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 244,206 Okta shares in Q2 2026, an estimated $19.2M.
  • Freestone Grove Partners first reported a position in Okta in Q4 2024 and held it in 4 quarters.
  • Freestone Grove Partners's Okta position peaked at $73.2M in Q4 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.