Plante Moran Financial Advisors, LLC

Position in MDB — MongoDB, Inc.

CIK 1424717 SOUTHFIELD, MI

Position in MDB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$335

+$25 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#860

of 867 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $6,816,700 across 36 Software - Infrastructure names. MDB ranks #22 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	13,690	$5,106,643
2	ORCL	Oracle Corp	4,318	$632,802
3	FTNT	Fortinet, Inc.	2,430	$373,296
4	CRWD	CrowdStrike Holdings, Inc.	1,792	$341,886
5	PANW	Palo Alto Networks Inc	671	$228,824
6	PLTR	Palantir Technologies Inc.	397	$46,317
7	WEX	WEX Inc.	251	$35,413
8	SNPS	Synopsys Inc	45	$20,073

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335	1	0.0%	Shares	Sole	2026-08-06
2025-09-30	$310	1	-96.4%	Shares	Sole	2025-11-05
2024-09-30	$7,569	28	-42.9%	Shares	Sole	2024-10-30
2024-06-30	$12,248	49	+63.3%	Shares	Sole	2024-08-12
2024-03-31	$10,759	30	-3.2%	Shares	Sole	2024-05-09
2023-12-31	$12,674	31	+287.5%	Shares	Sole	2024-02-05
2023-06-30	$3,287	8	-89.3%	Shares	Sole	2023-08-07
2022-03-31	$33,269	75	-16.7%	Shares	Sole	2022-05-06
2021-12-31	$47,641	90	0.0%	Shares	Sole	2022-02-09
2021-09-30	$42,435	90	0.0%	Shares	Sole	2021-11-08
2021-06-30	$32,536	90	+500.0%	Shares	Sole	2021-08-10
2021-03-31	$4,011	15	-84.2%	Shares	Sole	2021-05-13
2020-09-30	$21,993	95	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.