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TownSquare Capital’s Okta OKTA Stock Holding History

TownSquare Capital’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
Q2 		– Sell
-8,202
Closed -$863K – 1287
2025
Q1 		$863K Buy
8,202
+229
+3% +$22.4K 0.01% 910
2024
Q4 		$628K Buy
7,973
+1,652
+26% +$128K 0.01% 926
2024
Q3 		$470K Buy
6,321
+896
+17% +$78.3K 0.01% 990
2024
Q2 		$508K Buy
5,425
+2,121
+64% +$201K 0.01% 880
2024
Q1 		$346K Buy
3,304
+701
+27% +$64.7K 0.01% 958
2023
Q4 		$236K Buy
+2,603
New +$199K ﹤0.01% 999

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

TownSquare Capital's OKTA Position: Q2 2025 in Review

TownSquare Capital sold out of Okta (OKTA) in Q2 2025, closing a stake of 8,202 shares — an estimated $863K sold.

TownSquare Capital first reported a position in OKTA in Q4 2023 and held it in 6 quarters. The position peaked at $863K in Q1 2025. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

  • TownSquare Capital reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 8,202 Okta shares in Q2 2025, an estimated $863K.
  • TownSquare Capital first reported a position in Okta in Q4 2023 and held it in 6 quarters.
  • TownSquare Capital's Okta position peaked at $863K in Q1 2025.
  • 750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.