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 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 $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

Concurrent Investment Advisors's OKTA Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Okta (OKTA) stake by 105% in Q1 2026, buying an estimated $220K and bringing the position to 5,183 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Concurrent Investment Advisors first reported a position in OKTA in Q4 2024 and has held it in 5 quarters since. The position peaked at $748K in Q4 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Concurrent Investment Advisors held 5,183 shares of Okta worth $408K as of Q1 2026.
Concurrent Investment Advisors bought 2,651 Okta shares in Q1 2026, an estimated $220K.
Okta made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1314 holding.
Concurrent Investment Advisors first reported a position in Okta in Q4 2024 and has held it in 5 quarters since.
Concurrent Investment Advisors's Okta position peaked at $748K in Q4 2024.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.