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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freestone Grove Partners's OKTA Position: Q1 2026 in Review

Freestone Grove Partners reduced its Okta (OKTA) stake by 71% in Q1 2026, selling an estimated $50M and leaving 244,206 shares worth $19.2M. The position accounts for 0.14% of the portfolio, ranked #215.

Freestone Grove Partners first reported a position in OKTA in Q4 2024 and has held it in 4 quarters since. The position peaked at $73.2M in Q4 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Freestone Grove Partners held 244,206 shares of Okta worth $19.2M as of Q1 2026.
Freestone Grove Partners sold 602,818 Okta shares in Q1 2026, an estimated $50M.
Okta made up 0.14% of Freestone Grove Partners's portfolio in Q1 2026, its #215 holding.
Freestone Grove Partners first reported a position in Okta in Q4 2024 and has held it in 4 quarters since.
Freestone Grove Partners's Okta position peaked at $73.2M in Q4 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.