Position in MDB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,190,429
+$827,817 QoQ
Shares Held
3,544
+310.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#430
of 866 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $133,563,791 across 25 Software - Infrastructure names. MDB ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
236,371 | $88,171,110 | |
| 2 | PANW |
Palo Alto Networks Inc
|
25,037 | $8,538,117 | |
| 3 | IOT |
Samsara Inc.
|
247,355 | $8,021,722 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
38,592 | $7,362,774 | |
| 5 | ORCL |
Oracle Corp
|
34,667 | $5,080,448 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
37,255 | $4,346,540 | |
| 7 | FLYW |
Flywire Corp
|
78,218 | $1,374,290 | |
| 8 | NET |
Cloudflare, Inc.
|
5,015 | $1,230,079 |
All Filings in MDB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,190,429 | 3,544 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $362,612 | 864 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $256,063 | 825 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $230,989 | 1,100 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $243,053 | 1,044 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $271,701 | 1,005 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $212,965 | 852 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||