Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in MDB — MongoDB, Inc.

CIK 1510434 Seattle, WA

Back to MDB Full portfolio

Position in MDB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$475,970

+$237,565 QoQ

Shares Held

1,417

+45.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#550

of 867 holders

Holding Since

Sep 2022

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MDB Over Time

Shares Held

Position Value (USD)

Derivatives in MDB

reported options exposure · as of Sep 30, 2022

CallValue

$794,240

CallShares

4,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $120,590,670 across 25 Software - Infrastructure names. MDB ranks #18 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	229,490	$85,604,359
2	ORCL	Oracle Corp	52,606	$7,709,408
3	PANW	Palo Alto Networks Inc	14,167	$4,831,230
4	NTCT	Netscout Systems Inc	94,629	$4,121,092
5	PLTR	Palantir Technologies Inc.	27,800	$3,243,425
6	RELY	Remitly Global, Inc.	107,889	$2,417,792
7	TWLO	Twilio Inc	9,074	$1,872,237
8	BOX	Box Inc	42,703	$1,133,337

All Filings in MDB

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$475,970	1,417	+45.5%	Shares	Sole	2026-07-15
2026-03-31	$238,405	974	+67.9%	Shares	Sole	2026-05-04
2025-12-31	$243,419	580	+169.8%	Shares	Sole	2026-01-16
2022-09-30	$794,240	4,000	—	Call	Sole	2022-11-03
2022-09-30	$42,690	215	—	Shares	Sole	2022-11-03
No filing history on record for this holder in this stock.