Position in MDB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,084,338
+$3,278,738 QoQ
Shares Held
35,976
+0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#197
of 871 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WHITTIER TRUST CO holds $693,784,085 across 29 Software - Infrastructure names. MDB ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
949,837 | $354,308,197 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
866,260 | $165,269,413 | |
| 3 | NET |
Cloudflare, Inc.
|
344,815 | $84,576,222 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
273,487 | $31,907,727 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
107,224 | $16,837,384 | |
| 6 | ORCL |
Oracle Corp
|
104,028 | $15,245,302 | |
| 7 | MDB |
MongoDB, Inc.
This page
|
35,976 | $12,084,338 | |
| 8 | USIO |
Usio, Inc.
|
2,713,852 | $6,730,352 |
All Filings in MDB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,084,338 | 35,976 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,805,600 | 35,975 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $409,617 | 976 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $290,515 | 936 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $191,720 | 913 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $252,400 | 1,439 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $586,681 | 2,520 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,362,735 | 30,933 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,439,808 | 29,764 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $10,178,202 | 28,380 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,137,482 | 27,241 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $11,180,961 | 32,328 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $12,915,771 | 31,426 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,851,629 | 29,391 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,782,620 | 24,297 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $6,011,006 | 30,273 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $7,528,354 | 29,011 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $12,704,860 | 28,641 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $14,731,810 | 27,830 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $16,364,696 | 34,707 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $12,078,743 | 33,411 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $8,393,290 | 31,385 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $12,526,545 | 34,889 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $10,032,948 | 43,337 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $9,616,280 | 42,486 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $5,740,823 | 42,045 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||