Position in MDB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,434,758
-$15,361,002 QoQ
Shares Held
26,289
-49.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Empower Advisory Group, LLC holds $528,193,275 across 11 Software - Infrastructure names. MDB ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,120,799 | $414,886,165 | |
| 2 | FTNT |
Fortinet, Inc.
|
1,020,338 | $83,382,021 | |
| 3 | ORCL |
Oracle Corp
|
69,149 | $10,172,509 | |
| 4 | PANW |
Palo Alto Networks Inc
|
57,509 | $9,219,842 | |
| 5 | MDB |
MongoDB, Inc.
This page
|
26,289 | $6,434,758 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
15,187 | $2,221,554 | |
| 7 | NTAP |
NetApp, Inc.
|
6,326 | $647,719 | |
| 8 | TWLO |
Twilio Inc
|
3,626 | $456,223 |
All Filings in MDB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,434,758 | 26,289 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,795,760 | 51,933 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,158,338 | 26,285 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,518,747 | 26,281 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,443,363 | 31,034 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,223,628 | 31,028 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,388,960 | 31,030 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,757,508 | 31,035 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $11,082,334 | 30,901 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $12,735,677 | 31,150 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,776,305 | 31,158 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $12,812,202 | 31,174 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,502,734 | 32,184 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||