CHANNEL WEALTH LLC

Position in OKTA — Okta, Inc.

CIK 1975550 SANTA BARBARA, CA

Position in OKTA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,648,358

-$993,081 QoQ

Shares Held

19,409

-58.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#285

of 816 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CHANNEL WEALTH LLC holds $19,893,767 across 5 Software - Infrastructure names. OKTA ranks #2 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	39,634	$14,784,274
2	OKTA	Okta, Inc. This page	19,409	$2,648,358
3	RELY	Remitly Global, Inc.	48,950	$1,096,969
4	ORCL	Oracle Corp	7,413	$1,086,375
5	PLTR	Palantir Technologies Inc.	2,381	$277,791

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,648,358	19,409	-58.0%	Shares	Sole	2026-08-04
2026-03-31	$3,641,439	46,264	+12.7%	Shares	Sole	2026-05-12
2025-12-31	$3,550,025	41,055	-10.1%	Shares	Sole	2026-02-03
2025-09-30	$4,188,947	45,681	+30.4%	Shares	Sole	2025-10-07
2024-12-31	$2,760,836	35,036	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.