Position in MDB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$15,910
-$20,603 QoQ
Shares Held
65
-25.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026Root Financial Partners, LLC holds $20,193,422 across 9 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,854 | $14,120,299 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
15,999 | $1,866,603 | |
| 3 | ORCL |
Oracle Corp
|
12,217 | $1,790,401 | |
| 4 | FTNT |
Fortinet, Inc.
|
4,126 | $633,836 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,698 | $579,051 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,280 | $434,989 | |
| 7 | SNPS |
Synopsys Inc
|
721 | $321,616 | |
| 8 | NET |
Cloudflare, Inc.
|
984 | $241,355 |
All Filings in MDB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,910 | 65 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $36,513 | 87 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17,070 | 55 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||