Aureus Asset Management, LLC

Position in OKTA — Okta, Inc.

CIK 1381296 BOSTON, MA

Position in OKTA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,102,830

+$1,129,975 QoQ

Shares Held

15,411

+24.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#316

of 816 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Aureus Asset Management, LLC holds $93,579,983 across 5 Software - Infrastructure names. OKTA ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	179,278	$66,874,279
2	ORCL	Oracle Corp	146,220	$21,428,541
3	PANW	Palo Alto Networks Inc	8,684	$2,961,417
4	OKTA	Okta, Inc. This page	15,411	$2,102,830
5	CRWD	CrowdStrike Holdings, Inc.	1,116	$212,916

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,102,830	15,411	+24.7%	Shares	Sole	2026-08-14
2026-03-31	$972,855	12,360	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.