Position in MDB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$611,925
-$437,300 QoQ
Shares Held
2,500
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026LBMC INVESTMENT ADVISORS, LLC holds $10,412,641 across 7 Software - Infrastructure names. MDB ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,303 | $6,405,051 | |
| 2 | ORCL |
Oracle Corp
|
11,545 | $1,698,384 | |
| 3 | MDB |
MongoDB, Inc.
This page
|
2,500 | $611,925 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,042 | $591,263 | |
| 5 | SNPS |
Synopsys Inc
|
1,048 | $415,511 | |
| 6 | PANW |
Palo Alto Networks Inc
|
2,309 | $370,178 | |
| 7 | IIIV |
i3 Verticals, Inc.
|
14,326 | $320,329 |
All Filings in MDB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $611,925 | 2,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,049,225 | 2,500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $775,950 | 2,500 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $524,975 | 2,500 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $438,500 | 2,500 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $582,025 | 2,500 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $675,875 | 2,500 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $624,900 | 2,500 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $896,600 | 2,500 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,022,125 | 2,500 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $864,650 | 2,500 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,027,475 | 2,500 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $582,800 | 2,500 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $492,100 | 2,500 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $496,400 | 2,500 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $648,750 | 2,500 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,108,975 | 2,500 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,323,375 | 2,500 | Shares | Sole | 2022-03-17 | |
| 2021-09-30 | $5,747,235 | 12,189 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $903,800 | 2,500 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $668,575 | 2,500 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $897,600 | 2,500 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $578,775 | 2,500 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $565,850 | 2,500 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $341,350 | 2,500 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||