Position in MDB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,847,941
+$2,413,183 QoQ
Shares Held
26,341
+0.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#214
of 867 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Empower Advisory Group, LLC holds $583,376,860 across 12 Software - Infrastructure names. MDB ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,174,622 | $438,157,498 | |
| 2 | FTNT |
Fortinet, Inc.
|
635,048 | $97,556,073 | |
| 3 | PANW |
Palo Alto Networks Inc
|
61,291 | $20,901,456 | |
| 4 | ORCL |
Oracle Corp
|
79,403 | $11,636,509 | |
| 5 | MDB |
MongoDB, Inc.
This page
|
26,341 | $8,847,941 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
11,752 | $2,242,105 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
14,207 | $1,657,530 | |
| 8 | SNPS |
Synopsys Inc
|
1,716 | $765,456 |
All Filings in MDB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,847,941 | 26,341 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||