PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in MDB — MongoDB, Inc.

CIK 12600 DES MOINES, IA

Position in MDB

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

Position Value

$204,563

-$136,646 QoQ

Shares Held

609

-56.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#674

of 867 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $132,419,929 across 23 Software - Infrastructure names. MDB ranks #23 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	233,753	$87,194,544
2	PLTR	Palantir Technologies Inc.	55,917	$6,523,836
3	ORCL	Oracle Corp	43,235	$6,336,089
4	PANW	Palo Alto Networks Inc	18,022	$6,145,862
5	FTNT	Fortinet, Inc.	34,703	$5,331,074
6	CRWD	CrowdStrike Holdings, Inc.	26,428	$5,042,065
7	NTAP	NetApp, Inc.	17,562	$2,717,895
8	CHKP	Check Point Software Technologies Ltd	16,168	$2,124,960

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,563	609	-56.3%	Shares	Sole	2026-08-04
2026-03-31	$341,209	1,394	+43.9%	Shares	Sole	2026-05-13
2025-12-31	$406,679	969	+592.1%	Shares	Sole	2026-02-12
2025-09-30	$43,453	140	-93.6%	Shares	Sole	2025-11-12
2025-06-30	$457,568	2,179	+198.1%	Shares	Sole	2025-08-11
2025-03-31	$128,217	731	0.0%	Shares	Sole	2025-04-30
2024-12-31	$170,184	731	+41.4%	Shares	Sole	2025-01-30
2024-09-30	$139,770	517	+0.8%	Shares	Sole	2024-10-28
2024-06-30	$128,229	513	+42.9%	Shares	Sole	2024-07-31
2024-03-31	$128,751	359	+7.5%	Shares	Sole	2024-05-10
2023-12-31	$136,555	334	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.