WBI INVESTMENTS, LLC

Position in MDB — MongoDB, Inc.

CIK 1397424 RED BANK, NJ

Position in MDB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$731,589

-$411,645 QoQ

Shares Held

2,178

-20.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#499

of 867 holders

Holding Since

Sep 2024

4 quarters on record

Voting authority Sole 19% Shared 81% None 0%

Technology · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $6,118,490 across 6 Software - Infrastructure names. MDB ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	9,836	$1,876,560
2	MSFT	Microsoft Corp	4,227	$1,576,755
3	TWLO	Twilio Inc	3,583	$739,279
4	MDB	MongoDB, Inc. This page	2,178	$731,589
5	ORCL	Oracle Corp	4,296	$629,578
6	PANW	Palo Alto Networks Inc	1,656	$564,729

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$731,589	2,178	-20.0%	Shares	Defined	2026-08-11
2025-12-31	$1,143,234	2,724	+108.1%	Shares	Defined	2026-02-13
2025-09-30	$406,286	1,309	-49.7%	Shares	Defined	2025-11-20
2024-09-30	$702,910	2,600	—	Shares	Defined	2024-11-12
No filing history on record for this holder in this stock.