Carson Advisory Inc.

Position in OKTA — Okta, Inc.

CIK 1909304 ATHENS, GA

Position in OKTA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$429,817

+$130,719 QoQ

Shares Held

3,150

-17.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#499

of 816 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Carson Advisory Inc. holds $4,432,252 across 4 Software - Infrastructure names. OKTA ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	8,261	$3,081,518
2	XYZ	Block, Inc.	8,550	$649,800
3	OKTA	Okta, Inc. This page	3,150	$429,817
4	ORCL	Oracle Corp	1,850	$271,117

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$429,817	3,150	-17.1%	Shares	Sole	2026-08-11
2026-03-31	$299,098	3,800	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.