Values First Advisors, Inc.

Position in MDB — MongoDB, Inc.

CIK 1913608 JOHNSON CITY, TN

Position in MDB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$629,140

+$360,628 QoQ

Shares Held

1,873

+70.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#518

of 867 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Values First Advisors, Inc. holds $3,609,818 across 5 Software - Infrastructure names. MDB ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	4,415	$1,505,603
2	TOST	Toast, Inc.	31,304	$870,877
3	MDB	MongoDB, Inc. This page	1,873	$629,140
4	RELY	Remitly Global, Inc.	17,056	$382,224
5	RBRK	Rubrik, Inc.	2,765	$221,974

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$629,140	1,873	+70.7%	Shares	Sole	2026-08-04
2026-03-31	$268,512	1,097	+62.5%	Shares	Sole	2026-04-17
2025-12-31	$283,290	675	-45.4%	Shares	Sole	2026-01-30
2024-12-31	$287,753	1,236	+2.0%	Shares	Sole	2025-01-29
2024-09-30	$327,664	1,212	-0.3%	Shares	Sole	2024-10-23
2024-06-30	$303,951	1,216	-5.7%	Shares	Sole	2024-07-19
2024-03-31	$462,645	1,290	-29.3%	Shares	Sole	2024-04-23
2023-12-31	$745,742	1,824	-5.9%	Shares	Sole	2024-01-18
2023-09-30	$670,622	1,939	-38.3%	Shares	Sole	2023-11-08
2023-06-30	$1,290,919	3,141	-9.1%	Shares	Sole	2023-08-02
2023-03-31	$805,895	3,457	+2.8%	Shares	Sole	2023-05-15
2022-12-31	$661,776	3,362	+58.3%	Shares	Sole	2023-01-20
2022-09-30	$421,741	2,124	+135.2%	Shares	Sole	2022-12-02
2022-06-30	$234,328	903	—	Shares	Sole	2022-07-20
No filing history on record for this holder in this stock.