Position in MDB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,273,707
+$291,315 QoQ
Shares Held
6,769
-16.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#347
of 867 holders
Holding Since
Jun 2023
7 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, 2026Gradient Investments LLC holds $215,275,666 across 11 Software - Infrastructure names. MDB ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
304,934 | $113,746,480 | |
| 2 | PANW |
Palo Alto Networks Inc
|
175,216 | $59,752,160 | |
| 3 | SNPS |
Synopsys Inc
|
42,230 | $18,837,536 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
175,456 | $8,368,593 | |
| 5 | OKTA |
Okta, Inc.
|
23,481 | $3,203,982 | |
| 6 | FTNT |
Fortinet, Inc.
|
19,628 | $3,015,253 | |
| 7 | MDB |
MongoDB, Inc.
This page
|
6,769 | $2,273,707 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
16,717 | $2,197,115 |
All Filings in MDB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,273,707 | 6,769 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,982,392 | 8,099 | Shares | Sole | 2026-04-13 | |
| 2024-06-30 | $2,499 | 10 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $717 | 2 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,635 | 4 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,383 | 4 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,643 | 4 | Shares | Sole | 2023-07-11 | |
| No filing history on record for this holder in this stock. | ||||||