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BOURGEON CAPITAL MANAGEMENT LLC: OKTA position timeline

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

BOURGEON CAPITAL MANAGEMENT LLC held 150,598 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,598 shares
    Change vs previous 13F +1,270 shares

    3.07% of the 13F portfolio, value $20,549,098.

    13F-HR 0001019056-26-000113 filed by BOURGEON CAPITAL 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 149,328 shares
    Change vs previous 13F +4,548 shares

    2.05% of the 13F portfolio, value $11,753,607.

    13F-HR 0001019056-26-000074 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 144,780 shares
    Change vs previous 13F +58,130 shares

    2.04% of the 13F portfolio, value $12,519,127.

    13F-HR 0001019056-26-000006 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 86,650 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $7,945,805.

    13F-HR 0001019056-25-000222 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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