A detailed history of Bourgeon Capital Management LLC transactions in Okta, Inc. stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 144,780 shares of OKTA stock, worth $12.2 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
144,780
Previous 86,650 67.09%
Holding current value
$12.2 Million
Previous $7.95 Million 52.95%
% of portfolio
2.15%
Previous 1.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026

BUY
$83.76 - $94.92 $4.87 Million - $5.52 Million
58,130 Added 67.09%
144,780 $12.2 Million
Q3 2025

Oct 21, 2025

BUY
$88.51 - $101.1 $7.67 Million - $8.76 Million
86,650 New
86,650 $7.95 Million
Q1 2021

May 13, 2021

BUY
$208.51 - $291.78 $10,425 - $14,588
50 New
50 $11,000

Others Institutions Holding OKTA

About Okta, Inc.


  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $12.7B
  • Description
  • Okta, Inc. provides identity solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally. The company offers Okta Identity Cloud, a platform that offers a suite of products and services, such as Universal Directory, a cloud-based system of record to sto...
More about OKTA
Track This Portfolio

Track Bourgeon Capital Management LLC Portfolio

Follow Bourgeon Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bourgeon Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bourgeon Capital Management LLC with notifications on news.