Position in MDB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,221,824
+$2,448,924 QoQ
Shares Held
24,477
+3.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#221
of 867 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Welch & Forbes LLC holds $488,559,815 across 11 Software - Infrastructure names. MDB ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
887,243 | $330,959,383 | |
| 2 | PANW |
Palo Alto Networks Inc
|
322,392 | $109,942,119 | |
| 3 | ORCL |
Oracle Corp
|
121,788 | $17,848,031 | |
| 4 | SNPS |
Synopsys Inc
|
33,409 | $14,902,752 | |
| 5 | MDB |
MongoDB, Inc.
This page
|
24,477 | $8,221,824 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
32,325 | $4,248,474 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
5,596 | $1,067,632 | |
| 8 | NTAP |
NetApp, Inc.
|
4,395 | $680,170 |
All Filings in MDB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,221,824 | 24,477 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,772,900 | 23,585 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,896,709 | 23,581 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,040,349 | 22,683 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,424,881 | 25,834 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,428,279 | 30,948 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,661,473 | 24,318 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,679,783 | 21,009 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,903,715 | 19,618 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,892,096 | 16,429 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||