Position in MDB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$998,966
+$226,472 QoQ
Shares Held
2,974
-5.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#449
of 865 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. MDB ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in MDB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,966 | 2,974 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $772,494 | 3,156 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $701,721 | 1,672 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $588,790 | 1,897 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $525,814 | 2,504 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $432,361 | 2,465 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $379,945 | 1,632 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $286,030 | 1,058 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $274,956 | 1,100 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,704,974 | 4,754 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,816,929 | 4,444 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $516,714 | 1,494 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $51,403 | 1,105 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $57,312 | 1,232 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $149 | 1,854 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $349,465 | 1,760 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,000 | 20 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $127,753 | 288 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $142,395 | 269 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $129,665 | 275 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $97,971 | 271 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $72,473 | 271 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $12,288 | 90 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||