APPLETON PARTNERS INC/MA

Position in MDB — MongoDB, Inc.

CIK 1055290 BOSTON, MA

Position in MDB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$239,160

-$59,659 QoQ

Shares Held

712

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#660

of 867 holders

Holding Since

Jun 2023

7 quarters on record

Technology · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $56,953,751 across 5 Software - Infrastructure names. MDB ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	116,361	$43,404,980
2	PANW	Palo Alto Networks Inc	33,733	$11,503,627
3	VRSN	Verisign Inc/Ca	4,257	$1,070,890
4	ORCL	Oracle Corp	5,016	$735,094
5	MDB	MongoDB, Inc. This page	712	$239,160

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,160	712	0.0%	Shares	Sole	2026-07-21
2025-12-31	$298,819	712	0.0%	Shares	Sole	2026-01-09
2025-09-30	$220,990	712	0.0%	Shares	Sole	2025-11-05
2024-03-31	$255,351	712	0.0%	Shares	Sole	2024-04-01
2023-12-31	$291,101	712	0.0%	Shares	Sole	2024-01-02
2023-09-30	$246,252	712	0.0%	Shares	Sole	2023-10-03
2023-06-30	$292,624	712	—	Shares	Sole	2023-07-10
No filing history on record for this holder in this stock.