David J Yvars Group

Position in MDB — MongoDB, Inc.

CIK 1836266 UNIVERSITY PARK, FL

Position in MDB

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$227,740

+$27,129 QoQ

Shares Held

678

+41.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#665

of 867 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

David J Yvars Group holds $4,963,513 across 4 Software - Infrastructure names. MDB ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	12,100	$4,126,342
2	FTNT	Fortinet, Inc.	2,530	$388,658
3	MDB	MongoDB, Inc. This page	678	$227,740
4	TWLO	Twilio Inc	1,070	$220,773

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,740	678	+41.8%	Shares	Sole	2026-07-07
2025-12-31	$200,611	478	-80.6%	Shares	Sole	2026-01-12
2024-06-30	$617,151	2,469	-6.6%	Shares	Sole	2024-07-23
2024-03-31	$948,244	2,644	-1.1%	Shares	Sole	2024-04-11
2023-12-31	$1,093,264	2,674	+0.2%	Shares	Sole	2024-01-10
2023-09-30	$923,100	2,669	+203.6%	Shares	Sole	2023-10-16
2023-06-30	$361,260	879	+35.2%	Shares	Sole	2023-07-11
2022-03-31	$288,333	650	0.0%	Shares	Sole	2022-04-21
2021-12-31	$344,077	650	0.0%	Shares	Sole	2022-01-24
2021-09-30	$306,481	650	0.0%	Shares	Sole	2021-10-18
2021-06-30	$234,988	650	0.0%	Shares	Sole	2021-07-21
2020-12-31	$233,376	650	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.