Shelton Capital Management’s Okta OKTA Stock Holding History

Shelton 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	$749K	Sell	5,486 -91	-2%	-$8.56K	0.01%	288
2026 Q1	$439K	Hold	5,577	–	–	0.01%	390
2025 Q4	$482K	Sell	5,577 -226	-4%	-$19.7K	0.01%	347
2025 Q3	$532K	Hold	5,803	–	–	0.01%	335
2025 Q2	$580K	Buy	+5,803	New	+$620K	0.01%	321
2022 Q4	–	Sell	-12,676	Closed	-$721K	–	718
2022 Q3	$721K	Hold	12,676	–	–	0.03%	264
2022 Q2	$1.15M	Sell	12,676 -100	-0.8%	-$10.8K	0.05%	248
2022 Q1	$1.93M	Sell	12,776 -500	-4%	-$89.6K	0.07%	229
2021 Q4	$2.98M	Buy	13,276 +2,339	+21%	+$557K	0.11%	197
2021 Q3	$2.6M	Buy	10,937 +802	+8%	+$199K	0.1%	201
2021 Q2	$2.48M	Sell	10,135 -10,135	-50%	-$2.45M	0.09%	213
2021 Q1	$4.47M	Buy	20,270 +15,109	+293%	+$3.8M	0.16%	135
2020 Q4	$1.31M	Buy	+5,161	New	+$1.23M	0.06%	243

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Shelton Capital Management reduced its Okta (OKTA) stake by 1.6% in Q2 2026, selling an estimated $8.56K and leaving 5,486 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #288.

Shelton Capital Management first reported a position in OKTA in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.47M in Q1 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Shelton Capital Management held 5,486 shares of Okta worth $749K as of Q2 2026.
Shelton Capital Management sold 91 Okta shares in Q2 2026, an estimated $8.56K.
Okta made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #288 holding.
Shelton Capital Management first reported a position in Okta in Q4 2020 and has held it in 13 quarters since.
Shelton Capital Management's Okta position peaked at $4.47M in Q1 2021.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.