S&P 500 changes, October–November 2026: Vylor, Twilio and Okta join

None of this autumn's S&P 500 changes waited for the quarterly rebalance. A spin-off and two acquisitions each forced a change within five weeks: three companies joined the index and three left. Here's everything that changed since the September 21 rebalance.

October 1: Vylor joins as Corteva spins it off

Vylor (VYLR)was added to the S&P 500 on October 1, the day Corteva (CTVA) completed the spin-off of its seed and genetics business. Vylor is based in Johnston, Iowa, and is classified under Consumer Staples — a different sector from its former parent, which sat in Materials.

When an S&P 500 company spins off a business, the new company is added to the index on the day of the split, which is why the index briefly held one extra member.

October 6: Twilio replaces Warner Bros. Discovery, Corteva leaves

Two changes took effect before the open on October 6. Twilio (TWLO)moved up from the S&P MidCap 400 to replace Warner Bros. Discovery (WBD), which is being acquired by fellow constituent Paramount Skydance. Warner Bros. Discovery had been in the index since April 2022.

On the same day Cortevawas removed, five days after the separation. In S&P's words, Vylor replaces Corteva in the S&P 500. Corteva had been a member since June 2019, when it was itself spun out of DowDuPont.

November 4: Okta replaces Kenvue

On October 30, S&P announced that Okta (OKTA) would replace Kenvue (KVUE) before the open on Wednesday, November 4. Kenvue is being acquired by Kimberly-Clark, which is already in the index, so its seat opened up. Kenvue's stay was short: it joined in August 2023, shortly after separating from Johnson & Johnson.

Okta, the identity and access management company, also moves up from the S&P MidCap 400 and joins Information Technology alongside Twilio.

The changes at a glance

All four are recorded in the permanent log on the S&P 500 changes page, and the full list of S&P 500 companies reflects the new membership.

What's next: the December rebalance

The next scheduled changes come with the December quarterly rebalance. S&P is expected to announce additions and deletions after the close on Friday, December 4; the index rebalances after the close on Friday, December 18, and the changes take effect before the open on Monday, December 21. We'll list them on the rebalance dates pageas soon as they're published.

What this means for the pack

Logos for all three new constituents — Vylor, Twilio, and Okta — are drawn to the same grid and visual weight as the rest of the set, each with a trademark and a full-logo variant, and are live on their pages today. As always, logos for departing companies (Corteva, Warner Bros. Discovery, Kenvue) stay in the pack and their pages stay live, flagged as no longer in the index.

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