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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Shelton Capital Management held its Okta (OKTA) position steady in Q1 2026 at 5,577 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #390.

Shelton Capital Management first reported a position in OKTA in Q4 2020 and has held it in 12 quarters since. The position peaked at $4.47M in Q1 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Shelton Capital Management held 5,577 shares of Okta worth $439K as of Q1 2026.
Shelton Capital Management left its Okta share count unchanged in Q1 2026.
Okta made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #390 holding.
Shelton Capital Management first reported a position in Okta in Q4 2020 and has held it in 12 quarters since.
Shelton Capital Management's Okta position peaked at $4.47M in Q1 2021.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.