Position in MDB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$435,998
+$58,808 QoQ
Shares Held
1,298
-15.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#565
of 867 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $552,540,517 across 26 Software - Infrastructure names. MDB ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
939,168 | $350,328,447 | |
| 2 | PANW |
Palo Alto Networks Inc
|
237,773 | $81,085,348 | |
| 3 | ORCL |
Oracle Corp
|
466,837 | $68,414,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
79,012 | $15,074,304 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
73,669 | $8,594,962 | |
| 6 | DOX |
Amdocs Ltd
|
81,471 | $4,117,544 | |
| 7 | NET |
Cloudflare, Inc.
|
14,903 | $3,655,407 | |
| 8 | FTNT |
Fortinet, Inc.
|
22,838 | $3,508,373 |
All Filings in MDB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,998 | 1,298 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $377,190 | 1,541 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $307,213 | 732 | Shares | Sole | 2026-02-18 | |
| 2024-03-31 | $243,875 | 680 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $271,885 | 665 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $210,974 | 610 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $297,146 | 25,909 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||