American Trust

Position in MDB — MongoDB, Inc.

CIK 1905128 LEXINGTON, KY

Position in MDB

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

Position Value

$404,759

+$72,365 QoQ

Shares Held

1,205

+52.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#576

of 867 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

American Trust holds $13,208,450 across 6 Software - Infrastructure names. MDB ranks #3 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	30,664	$11,438,285
2	CPAY	Corpay, Inc.	1,550	$516,568
3	MDB	MongoDB, Inc. This page	1,205	$404,759
4	OKTA	Okta, Inc.	2,706	$369,233
5	AKAM	Akamai Technologies Inc	2,122	$250,841
6	ORCL	Oracle Corp	1,561	$228,764

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,759	1,205	+52.1%	Shares	Sole	2026-08-14
2025-12-31	$332,394	792	+14.0%	Shares	Sole	2026-02-17
2025-09-30	$215,714	695	+22.4%	Shares	Sole	2025-11-17
2023-12-31	$232,226	568	-14.5%	Shares	Sole	2024-02-21
2023-09-30	$229,651	664	-21.7%	Shares	Defined	2023-11-15
2023-06-30	$348,519	848	-33.9%	Shares	Defined	2023-08-14
2022-06-30	$332,938	1,283	+161.8%	Shares	Defined	2022-10-03
2021-12-31	$259,381	490	—	Shares	Defined	2022-03-17
No filing history on record for this holder in this stock.