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Disclosery

Aureus Asset Management, LLC: OKTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aureus Asset Management, LLC on OKTA, newest first. How the timeline and the estimate are built.

Aureus Asset Management, LLC held 15,411 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,411 shares
    Change vs previous 13F +3,051 shares

    0.13% of the 13F portfolio, value $2,102,831.

    13F-HR 0001398344-26-014481 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,360 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $972,856.

    13F-HR 0001381296-26-000002 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).