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Among the weakest

Oklo (OKLO) stock vs the S&P 500 and uranium stocks

As of 2 October 2026, Oklo (OKLO) is among the weakest stocks we track. It is well behind the S&P 500 and behind uranium stocks as a group (URA) over the past three months.

Prices as of
OKLO 1M
−6.9%
S&P 500 1M
+1.3%
Funds that hold it
3
Weight in URA
5.3%

Where Oklo stands now

As of 2 October 2026, Oklo is behind the S&P 500 on every window Zensei tracks, from one month to one year. The market has preferred other stocks for some time.

Inside its group, OKLO is catching up: ahead of uranium stocks (URA) over the past month, still behind over three months. As a group, uranium stocks are among the weakest groups in the market right now. Stock and group are both under pressure.

Oklo is 5.3% of URA, so its moves weigh on the fund. It sits in 3 of the sector and theme funds Zensei tracks. The thing to watch is the past month: stocks this far behind only become interesting once the recent window turns.

OKLO vs the S&P 500: returns

Oklo and the S&P 500 (SPY) side by side, over each window Zensei tracks.

Window
OKLO
S&P 500
1 week−5.7%−0.2%
2 weeks−9.5%+1.2%
1 month−6.9%+1.3%
3 months−31.5%+3.6%
6 months−25.5%+17.9%
1 year−72.2%+16.2%

Prices as of · computed from daily adjusted closes · how we measure

Zensei Edge

OKLO against uranium stocks, in depth

See the size of the gap between Oklo and uranium stocks (URA) over every window, its momentum and its relative strength, and where it sits among uranium stocks.

See the full analysis

Which ETFs hold Oklo?

3 funds that Zensei tracks hold OKLO, by weight. The fund with the largest weight is its sector on this page.

Fund
Weight
URAUranium StocksMain sector
Global X Uranium ETF
5.3%
VanEck Uranium+Nuclear Energy ETF
3.8%
VanEck Social Sentiment ETF
0.45%

Oklo competitors

The largest other holdings of Global X Uranium ETF (URA), with their return over the past month.

Stock
Weight
1M
UECUranium Energy Corp
4.8%−19.8%
2.9%−15.9%
XEX-Energy Inc
2.6%−21.9%
LEUCentrus Energy Corp
2.6%−17.3%
NNENano Nuclear Energy Inc
0.68%−10.6%
UROYUranium Royalty Corp
0.54%−4.1%
URGUr-Energy Inc
0.45%−21.6%
IMSRTerrestrial Energy Inc
0.28%−24.1%
Each stock measured against the sector, with momentum and relative strengthUnlock with Premium

Oklo stock: common questions

Is Oklo stock beating the S&P 500?

As of 2 October 2026, Oklo (OKLO) is down 6.9% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is down 31.5% and the S&P 500 is up 3.6%.

Which ETFs hold Oklo?

As of 2 October 2026, 3 funds that Zensei tracks hold OKLO. Its largest weight is in Global X Uranium ETF (URA), at 5.3%. It is also in VanEck Uranium+Nuclear Energy ETF (NLR, 3.8%), VanEck Social Sentiment ETF (BUZZ, 0.4%).

Who are Oklo's competitors?

As of 2 October 2026, the largest other holdings of Global X Uranium ETF (URA) are Uranium Energy Corp (UEC), NuScale Power (SMR), X-Energy Inc (XE), Centrus Energy Corp (LEU), Nano Nuclear Energy Inc (NNE). These are the stocks Oklo sits next to among uranium stocks.

Is Oklo doing better than other uranium stocks?

As of 2 October 2026, Oklo (OKLO) is behind uranium stocks as a group (URA) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.

Track Oklo against uranium stocks and the market

Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.