Atria Investments, Inc

Position in MDB — MongoDB, Inc.

CIK 1535865 Charlotte, NC

Position in MDB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,307,658

+$476,175 QoQ

Shares Held

3,893

+14.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#413

of 867 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Atria Investments, Inc holds $215,971,327 across 28 Software - Infrastructure names. MDB ranks #14 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	349,531	$130,382,053
2	ORCL	Oracle Corp	187,567	$27,487,943
3	PANW	Palo Alto Networks Inc	49,838	$16,995,754
4	PLTR	Palantir Technologies Inc.	51,729	$6,035,222
5	CRWD	CrowdStrike Holdings, Inc.	31,380	$5,986,833
6	SNPS	Synopsys Inc	10,448	$4,660,539
7	NET	Cloudflare, Inc.	15,736	$3,859,726
8	XYZ	Block, Inc.	32,894	$2,499,944

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,307,658	3,893	+14.6%	Shares	Sole	2026-07-28
2026-03-31	$831,483	3,397	+120.0%	Shares	Sole	2026-05-05
2025-12-31	$648,001	1,544	+123.1%	Shares	Sole	2026-02-05
2025-09-30	$214,782	692	-58.9%	Shares	Sole	2025-11-06
2025-03-31	$295,549	1,685	+13.2%	Shares	Sole	2025-05-06
2024-12-31	$346,654	1,489	-31.5%	Shares	Sole	2025-02-06
2024-09-30	$588,011	2,175	+6.6%	Shares	Sole	2024-11-01
2024-06-30	$509,918	2,040	-37.4%	Shares	Sole	2024-08-13
2024-03-31	$1,168,807	3,259	+1.2%	Shares	Sole	2024-05-21
2023-12-31	$1,316,497	3,220	+15.5%	Shares	Sole	2024-02-14
2023-06-30	$1,145,840	2,788	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.