BOURGEON CAPITAL MANAGEMENT LLC

Position in OKTA — Okta, Inc.

CIK 1088731 Darien, CT

Position in OKTA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$20,549,097

+$8,795,491 QoQ

Shares Held

150,598

+0.9% QoQ

Ownership

0.086%

of shares outstanding

% of Portfolio

3.24%

of 13F equity value

Holder Rank

#113

of 821 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BOURGEON CAPITAL MANAGEMENT LLC holds $72,140,817 across 5 Software - Infrastructure names. OKTA ranks #1 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc. This page	150,598	$20,549,097
2	MSFT	Microsoft Corp	49,944	$18,630,110
3	XYZ	Block, Inc.	214,413	$16,295,388
4	PANW	Palo Alto Networks Inc	28,776	$9,813,191
5	MDB	MongoDB, Inc.	20,402	$6,853,031

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,549,097	150,598	+0.9%	Shares	Sole	2026-07-22
2026-03-31	$11,753,606	149,328	+3.1%	Shares	Sole	2026-04-13
2025-12-31	$12,519,126	144,780	+67.1%	Shares	Sole	2026-01-15
2025-09-30	$7,945,805	86,650	+173200.0%	Shares	Sole	2025-10-21
2023-12-31	$4,526	50	0.0%	Shares	Sole	2024-01-30
2023-09-30	$4,075	50	0.0%	Shares	Sole	2023-11-01
2023-06-30	$3,467	50	0.0%	Shares	Sole	2023-07-20
2023-03-31	$4,312	50	0.0%	Shares	Sole	2023-04-17
2022-12-31	$3,416	50	0.0%	Shares	Sole	2023-01-20
2022-09-30	$2,843	50	0.0%	Shares	Sole	2022-10-27
2022-06-30	$4,520	50	0.0%	Shares	Sole	2022-07-27
2022-03-31	$7,548	50	0.0%	Shares	Sole	2022-05-03
2021-12-31	$11,208	50	0.0%	Shares	Sole	2022-01-31
2021-09-30	$11,867	50	0.0%	Shares	Sole	2021-11-09
2021-06-30	$12,234	50	0.0%	Shares	Sole	2021-07-19
2021-03-31	$11,021	50	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.