CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in MDB — MongoDB, Inc.
CIK 1766904
RICHMOND, VA
Position in MDB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$101,101
+$77,950 QoQ
Shares Held
301
+201.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#696
of 867 holders
Holding Since
Sep 2020
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $12,795,960 across 15 Software - Infrastructure names. MDB ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,972 | $10,061,084 | |
| 2 | ORCL |
Oracle Corp
|
5,788 | $848,226 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,419 | $483,903 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,270 | $264,837 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,578 | $242,410 | |
| 6 | SNPS |
Synopsys Inc
|
463 | $206,525 | |
| 7 | TWLO |
Twilio Inc
|
794 | $163,824 | |
| 8 | VRSN |
Verisign Inc/Ca
|
502 | $126,280 |
All Filings in MDB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,101 | 301 | Shares | Other | 2026-07-17 | |
| 2020-09-30 | $23,151 | 100 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||