A detailed history of Concurrent Investment Advisors, LLC transactions in Okta, Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,149 shares of OKTA stock, worth $373,451. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,149
Previous 5,727 27.55%
Holding current value
$373,451
Previous $573 Million 33.54%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$88.51 - $101.1 $139,668 - $159,535
-1,578 Reduced 27.55%
4,149 $381 Million
Q2 2025

Jul 25, 2025

BUY
$91.24 - $127.3 $522,531 - $729,047
5,727 New
5,727 $573 Million
Q4 2024

Feb 03, 2025

BUY
$71.81 - $86.11 $681,261 - $816,925
9,487 New
9,487 $748 Million

Others Institutions Holding OKTA

About Okta, Inc.


  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $13.7B
  • Description
  • Okta, Inc. provides identity solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally. The company offers Okta Identity Cloud, a platform that offers a suite of products and services, such as Universal Directory, a cloud-based system of record to sto...
More about OKTA
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