Position in MDB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$581,442
-$45,169 QoQ
Shares Held
1,731
-32.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#529
of 867 holders
Holding Since
Mar 2020
20 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, 2026Janney Montgomery Scott LLC holds $1,286,166,732 across 43 Software - Infrastructure names. MDB ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,289,585 | $854,060,996 | |
| 2 | PANW |
Palo Alto Networks Inc
|
393,652 | $134,243,205 | |
| 3 | ORCL |
Oracle Corp
|
421,145 | $61,718,799 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
440,180 | $51,355,800 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
224,432 | $42,818,259 | |
| 6 | FTNT |
Fortinet, Inc.
|
235,620 | $36,195,944 | |
| 7 | NTAP |
NetApp, Inc.
|
141,634 | $21,919,277 | |
| 8 | SNPS |
Synopsys Inc
|
45,732 | $20,399,673 |
All Filings in MDB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,442 | 1,731 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $626,611 | 2,560 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $400,803 | 955 | Shares | Sole | 2026-02-11 | |
| 2025-03-31 | $458,144 | 2,612 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $860,524 | 3,183 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $1,912,268 | 5,332 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,596,558 | 3,905 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $575,856 | 1,665 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $760,331 | 1,850 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $633,620 | 2,718 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $297,622 | 1,512 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $287,316 | 1,447 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $400,927 | 1,545 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $460,890 | 1,039 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $354,664 | 670 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $290,921 | 617 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $218,358 | 604 | Shares | Sole | 2021-07-26 | |
| 2020-12-31 | $286,513 | 798 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $318,789 | 1,377 | Shares | Sole | 2020-11-06 | |
| 2020-03-31 | $385,588 | 2,824 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||