Position in MDB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$102,449
-$60,078 QoQ
Shares Held
305
-54.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#695
of 867 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $635,352,526 across 80 Software - Infrastructure names. MDB ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
999,760 | $372,930,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
222,654 | $75,929,467 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
319,916 | $61,035,174 | |
| 4 | ORCL |
Oracle Corp
|
233,556 | $34,227,631 | |
| 5 | CRWV |
CoreWeave, Inc.
|
305,710 | $30,430,373 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
207,382 | $24,195,257 | |
| 7 | SNPS |
Synopsys Inc
|
20,602 | $9,189,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,532 | $8,069,965 |
All Filings in MDB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,449 | 305 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $162,527 | 664 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,050,903 | 2,504 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $238,992 | 770 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $110,034 | 524 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $128,743 | 734 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $271,922 | 1,168 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $279,812 | 1,035 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $243,461 | 974 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $362,585 | 1,011 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $55,603 | 136 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,450 | 36 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,795 | 36 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,287 | 57 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,810 | 60 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $41,300 | 208 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $48,786 | 188 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $93,597 | 211 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $111,163 | 210 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $66,011 | 140 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $50,612 | 140 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $181,852 | 680 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $74,321 | 207 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $46,302 | 200 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $15,843 | 70 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,457 | 18 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||