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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
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.