Position in MDB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$404,423
+$177,766 QoQ
Shares Held
1,204
+30.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#577
of 867 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $10,795,872 across 10 Software - Infrastructure names. MDB ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
11,312 | $3,857,618 | |
| 2 | CHKP |
Check Point Software Technologies Ltd
|
16,892 | $2,220,115 | |
| 3 | SNPS |
Synopsys Inc
|
3,623 | $1,616,111 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
7,385 | $861,607 | |
| 5 | MSFT |
Microsoft Corp
|
1,466 | $546,847 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
10,884 | $519,125 | |
| 7 | MDB |
MongoDB, Inc.
This page
|
1,204 | $404,423 | |
| 8 | TWLO |
Twilio Inc
|
1,485 | $306,400 |
All Filings in MDB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,423 | 1,204 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $226,657 | 926 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $372,265 | 887 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||