Position in MDB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,432,923
+$1,320,199 QoQ
Shares Held
7,243
+59.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#339
of 867 holders
Holding Since
Sep 2023
9 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, 2026Envestnet Portfolio Solutions, Inc. holds $184,049,747 across 18 Software - Infrastructure names. MDB ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
346,475 | $129,242,104 | |
| 2 | ORCL |
Oracle Corp
|
117,271 | $17,186,065 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
110,588 | $12,902,301 | |
| 4 | PANW |
Palo Alto Networks Inc
|
24,253 | $8,270,758 | |
| 5 | FTNT |
Fortinet, Inc.
|
40,608 | $6,238,200 | |
| 6 | MDB |
MongoDB, Inc.
This page
|
7,243 | $2,432,923 | |
| 7 | NET |
Cloudflare, Inc.
|
7,229 | $1,773,129 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
24,420 | $1,164,742 |
All Filings in MDB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,432,923 | 7,243 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,112,724 | 4,546 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $598,897 | 1,427 | Shares | Sole | 2026-02-06 | |
| 2024-12-31 | $310,801 | 1,335 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $440,400 | 1,629 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $452,927 | 1,812 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $883,688 | 2,464 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $890,884 | 2,179 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $650,562 | 1,881 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||