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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 		– Sell
-100
Closed -$8.65K – 2017
2025
Q4 		$8.65K Hold
100
– – ﹤0.01% 1766
2025
Q3 		$9.17K Buy
+100
New +$9.34K ﹤0.01% 1484

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
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.