Concurrent Investment Advisors’s Okta OKTA Stock Holding History

Concurrent Investment Advisors’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	$697K	Sell	5,108 -75	-1%	-$7.05K	0.01%	1209
2026 Q1	$408K	Buy	5,183 +2,651	+105%	+$220K	﹤0.01%	1314
2025 Q4	$219K	Sell	2,532 -1,617	-39%	-$141K	﹤0.01%	1592
2025 Q3	$381K	Sell	4,149 -1,578	-28%	-$147K	0.01%	1045
2025 Q2	$573K	Buy	+5,727	New	+$612K	0.01%	800
2025 Q1	–	Sell	-9,487	Closed	-$748K	–	1309
2024 Q4	$748K	Buy	+9,487	New	+$735K	0.02%	564

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Concurrent Investment Advisors's OKTA Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Okta (OKTA) stake by 1.4% in Q2 2026, selling an estimated $7.05K and leaving 5,108 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #1209.

Concurrent Investment Advisors first reported a position in OKTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $748K in Q4 2024. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Concurrent Investment Advisors held 5,108 shares of Okta worth $697K as of Q2 2026.
Concurrent Investment Advisors sold 75 Okta shares in Q2 2026, an estimated $7.05K.
Okta made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1209 holding.
Concurrent Investment Advisors first reported a position in Okta in Q4 2024 and has held it in 6 quarters since.
Concurrent Investment Advisors's Okta position peaked at $748K in Q4 2024.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.