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SCS Capital Management’s Okta OKTA Stock Holding History

SCS Capital Management’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 		$1.79M Buy
13,110
+1,254
+11% +$118K 0.02% 222
2026
Q1 		$933K Sell
11,856
-1
-0% -$83 0.01% 281
2025
Q4 		$1.03M Buy
11,857
+1
+0% +$87 0.01% 281
2025
Q3 		$1.09M Hold
11,856
– – 0.01% 273
2025
Q2 		$1.19M Sell
11,856
-177
-1% -$18.9K 0.01% 272
2025
Q1 		$1.27M Buy
+12,033
New +$1.18M 0.02% 240

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 $3.37T AUM 44.26% 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

SCS Capital Management's OKTA Position: Q2 2026 in Review

SCS Capital Management increased its Okta (OKTA) stake by 11% in Q2 2026, buying an estimated $118K and bringing the position to 13,110 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #222.

SCS Capital Management first reported a position in OKTA in Q1 2025 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • SCS Capital Management held 13,110 shares of Okta worth $1.79M as of Q2 2026.
  • SCS Capital Management bought 1,254 Okta shares in Q2 2026, an estimated $118K.
  • Okta made up 0.02% of SCS Capital Management's portfolio in Q2 2026, its #222 holding.
  • SCS Capital Management first reported a position in Okta in Q1 2025 and has held it in 6 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.