Position in MDB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,530,696
+$415,280 QoQ
Shares Held
4,557
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#388
of 867 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Plum Street Advisors, LLC holds $2,684,819 across 2 Software - Infrastructure names. MDB ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDB |
MongoDB, Inc.
This page
|
4,557 | $1,530,696 | |
| 2 | MSFT |
Microsoft Corp
|
3,094 | $1,154,123 |
All Filings in MDB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,530,696 | 4,557 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,115,416 | 4,557 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,912,527 | 4,557 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,414,401 | 4,557 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||