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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
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 $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

SCS Capital Management's OKTA Position: Q1 2026 in Review

SCS Capital Management reduced its Okta (OKTA) stake by 0.01% in Q1 2026, selling an estimated $83 and leaving 11,856 shares worth $933K. The position accounts for 0.01% of the portfolio, ranked #281.

SCS Capital Management first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.27M in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • SCS Capital Management held 11,856 shares of Okta worth $933K as of Q1 2026.
  • SCS Capital Management sold 1 Okta share in Q1 2026, an estimated $83.
  • Okta made up 0.01% of SCS Capital Management's portfolio in Q1 2026, its #281 holding.
  • SCS Capital Management first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's Okta position peaked at $1.27M in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.