Position in MDB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$667,097
+$279,382 QoQ
Shares Held
1,986
+25.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#509
of 865 holders
Holding Since
Mar 2020
25 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, 2026Joel Isaacson & Co., LLC holds $56,953,933 across 8 Software - Infrastructure names. MDB ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
119,369 | $44,527,024 | |
| 2 | ORCL |
Oracle Corp
|
20,696 | $3,032,998 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
24,760 | $2,888,749 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
14,888 | $2,840,407 | |
| 5 | NET |
Cloudflare, Inc.
|
9,602 | $2,355,178 | |
| 6 | MDB |
MongoDB, Inc.
This page
|
1,986 | $667,097 | |
| 7 | DBX |
Dropbox, Inc.
|
15,000 | $412,050 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,500 | $230,430 |
All Filings in MDB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,097 | 1,986 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $387,715 | 1,584 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $664,788 | 1,584 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $569,236 | 1,834 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $385,121 | 1,834 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $321,683 | 1,834 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $426,973 | 1,834 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $495,821 | 1,834 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $458,426 | 1,834 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $657,745 | 1,834 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $634,307 | 1,834 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $930,481 | 2,264 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $537,108 | 2,304 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $453,519 | 2,304 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $457,482 | 2,304 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $597,888 | 2,304 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,022,031 | 2,304 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,222,269 | 2,309 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,086,359 | 2,304 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $832,942 | 2,304 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $589,415 | 2,204 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $791,324 | 2,204 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $510,248 | 2,204 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $498,853 | 2,204 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $300,934 | 2,204 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||