Worthington Financial Partners, LLC

Position in MDB — MongoDB, Inc.

CIK 2111427 WORTHINGTON, OH

Position in MDB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$604,955

+$158,250 QoQ

Shares Held

1,801

-1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#522

of 867 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Worthington Financial Partners, LLC holds $6,864,505 across 6 Software - Infrastructure names. MDB ranks #6 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	7,681	$2,865,166
2	PLTR	Palantir Technologies Inc.	8,856	$1,033,229
3	SNPS	Synopsys Inc	2,240	$999,196
4	PANW	Palo Alto Networks Inc	2,000	$682,040
5	ZS	Zscaler, Inc.	4,817	$679,919
6	MDB	MongoDB, Inc. This page	1,801	$604,955

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,955	1,801	-1.3%	Shares	Sole	2026-07-21
2026-03-31	$446,705	1,825	0.0%	Shares	Sole	2026-04-21
2025-12-31	$765,934	1,825	—	Shares	Sole	2026-03-05
No filing history on record for this holder in this stock.