Western Financial Corp/CA

Position in MDB — MongoDB, Inc.

CIK 1954480 SAN DIEGO, CA

Position in MDB

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$737,002

-$79,979 QoQ

Shares Held

3,011

+32.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Western Financial Corp/CA holds $2,959,872 across 5 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)
1	NET	Cloudflare, Inc.	6,404	$1,570,773
2	CRWD	CrowdStrike Holdings, Inc.	10,152	$484,212
3	MSFT	Microsoft Corp	1,044	$389,432
4	PLTR	Palantir Technologies Inc.	2,524	$294,475
5	PANW	Palo Alto Networks Inc	648	$220,980

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$737,002	3,011	+32.2%	Shares	Sole	2026-04-23
2024-03-31	$816,981	2,278	+39.1%	Shares	Sole	2024-04-24
2023-12-31	$669,696	1,638	-0.1%	Shares	Sole	2024-01-25
2023-09-30	$566,864	1,639	—	Shares	Sole	2023-10-19
No filing history on record for this holder in this stock.