Cresset Asset Management, LLC

Position in MDB — MongoDB, Inc.

CIK 1761013 Chicago, IL

Position in MDB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$961,345

+$442,923 QoQ

Shares Held

2,862

+35.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#452

of 867 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Cresset Asset Management, LLC holds $568,118,928 across 44 Software - Infrastructure names. MDB ranks #22 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	640,808	$239,034,200
2	PLTR	Palantir Technologies Inc.	1,228,676	$143,349,628
3	ORCL	Oracle Corp	531,068	$77,828,015
4	CRWD	CrowdStrike Holdings, Inc.	103,692	$19,782,878
5	ZS	Zscaler, Inc.	127,409	$17,983,780
6	PANW	Palo Alto Networks Inc	37,598	$12,821,669
7	XYZ	Block, Inc.	166,647	$12,665,172
8	QLYS	Qualys, Inc.	36,415	$5,006,698

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$961,345	2,862	+35.1%	Shares	Sole	2026-08-14
2026-03-31	$518,422	2,118	+12.0%	Shares	Sole	2026-05-15
2025-12-31	$793,633	1,891	-19.1%	Shares	Sole	2026-02-17
2025-09-30	$725,668	2,338	+49.8%	Shares	Sole	2026-01-22
2025-06-30	$327,794	1,561	-43.6%	Shares	Sole	2026-01-22
2025-03-31	$485,507	2,768	-2.5%	Shares	Sole	2025-05-13
2024-12-31	$660,714	2,838	-47.2%	Shares	Sole	2025-02-14
2024-09-30	$1,452,049	5,371	+9.1%	Shares	Defined	2024-11-14
2024-06-30	$1,230,302	4,922	+133.2%	Shares	Defined	2024-08-14
2024-03-31	$757,089	2,111	-37.2%	Shares	Defined	2024-05-15
2023-12-31	$1,374,553	3,362	+15.3%	Shares	Defined	2024-02-14
2023-09-30	$1,008,181	2,915	+8.0%	Shares	Defined	2023-11-14
2023-06-30	$1,108,851	2,698	+422.9%	Shares	Defined	2023-08-14
2021-12-31	$273,144	516	-53.7%	Shares	Sole	2022-02-10
2021-06-30	$402,733	1,114	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.