Position in MDB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,171,619
+$262,299 QoQ
Shares Held
3,488
-6.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#435
of 869 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $167,209,553 across 22 Software - Infrastructure names. MDB ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
237,199 | $88,479,970 | |
| 2 | PANW |
Palo Alto Networks Inc
|
72,999 | $24,894,118 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
186,236 | $21,728,154 | |
| 4 | ORCL |
Oracle Corp
|
71,995 | $10,550,867 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
54,356 | $10,370,309 | |
| 6 | SNPS |
Synopsys Inc
|
9,014 | $4,020,874 | |
| 7 | FTNT |
Fortinet, Inc.
|
9,231 | $1,418,066 | |
| 8 | MDB |
MongoDB, Inc.
This page
|
3,488 | $1,171,619 |
All Filings in MDB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,171,619 | 3,488 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $909,320 | 3,715 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $736,136 | 1,754 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $649,004 | 2,091 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $844,789 | 4,023 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $530,058 | 3,022 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $685,625 | 2,945 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $762,387 | 2,820 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $684,640 | 2,739 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $813,754 | 2,269 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $496,752 | 1,215 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $376,641 | 1,089 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $341,943 | 832 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $240,346 | 1,031 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $658,870 | 2,539 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $999,408 | 2,253 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,171,451 | 2,213 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,003,844 | 2,129 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $770,037 | 2,130 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $840,265 | 3,142 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $333,548 | 929 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $209,285 | 904 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $201,216 | 889 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||