HighPoint Advisor Group LLC

Position in MDB — MongoDB, Inc.

CIK 1616034 DOWNERS GROVE, IL

Position in MDB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$303,653

+$72,591 QoQ

Shares Held

904

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#622

of 867 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $51,206,483 across 10 Software - Infrastructure names. MDB ranks #10 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	59,092	$22,042,497
2	CRWD	CrowdStrike Holdings, Inc.	41,200	$7,860,342
3	PANW	Palo Alto Networks Inc	19,538	$6,662,848
4	PLTR	Palantir Technologies Inc.	46,808	$5,461,089
5	FTNT	Fortinet, Inc.	34,301	$5,269,319
6	ORCL	Oracle Corp	12,953	$1,898,262
7	CRWV	CoreWeave, Inc.	7,664	$762,874
8	PATH	UiPath, Inc.	56,845	$617,905

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,653	904	-4.2%	Shares	Sole	2026-08-05
2026-03-31	$231,062	944	0.0%	Shares	Sole	2026-05-14
2025-12-31	$396,187	944	-35.1%	Shares	Sole	2026-05-14
2025-09-30	$451,602	1,455	+17.3%	Shares	Sole	2025-11-05
2025-06-30	$260,387	1,240	-1.7%	Shares	Sole	2025-08-07
2025-03-31	$221,179	1,261	-5.0%	Shares	Sole	2025-05-05
2024-12-31	$309,171	1,328	-12.5%	Shares	Sole	2025-02-12
2024-09-30	$410,120	1,517	-0.5%	Shares	Sole	2024-11-04
2024-06-30	$380,939	1,524	-2.6%	Shares	Sole	2024-08-08
2024-03-31	$560,912	1,564	-9.4%	Shares	Sole	2024-05-14
2023-12-31	$706,083	1,727	-6.0%	Shares	Sole	2024-03-26
2022-06-30	$476,961	1,838	-6.3%	Shares	Sole	2022-08-15
2021-09-30	$925,102	1,962	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.