Position in MDB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,402,382
+$579,711 QoQ
Shares Held
4,175
+24.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#399
of 867 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Prospera Financial Services Inc holds $194,556,345 across 23 Software - Infrastructure names. MDB ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
296,327 | $110,535,897 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
193,072 | $22,525,710 | |
| 3 | PANW |
Palo Alto Networks Inc
|
62,571 | $21,337,962 | |
| 4 | ORCL |
Oracle Corp
|
107,060 | $15,689,643 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
136,828 | $6,526,182 | |
| 6 | CRWV |
CoreWeave, Inc.
|
28,527 | $2,839,577 | |
| 7 | ZS |
Zscaler, Inc.
|
16,035 | $2,263,340 | |
| 8 | OKTA |
Okta, Inc.
|
13,388 | $1,826,792 |
All Filings in MDB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,402,382 | 4,175 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $822,671 | 3,361 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $225,793 | 538 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $314,725 | 1,014 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $349,843 | 1,666 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $264,327 | 1,507 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $239,794 | 1,030 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $231,689 | 857 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $312,949 | 1,252 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $276,870 | 772 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $333,212 | 815 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $203,365 | 588 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $266,732 | 649 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $218,098 | 1,108 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $344,700 | 1,736 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $659,649 | 2,542 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $927,546 | 2,091 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $17,363 | 75 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||