Position in MDB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$35,614,468
+$11,489,450 QoQ
Shares Held
106,027
+7.6% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#117
of 867 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,131,120,429 across 56 Software - Infrastructure names. MDB ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,433,235 | $2,399,725,316 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,108,508 | $719,043,395 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,370,232 | $261,419,708 | |
| 4 | ORCL |
Oracle Corp
|
1,154,283 | $169,160,170 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
955,741 | $111,506,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
703,513 | $108,073,664 | |
| 7 | DOX |
Amdocs Ltd
|
1,359,637 | $68,716,051 | |
| 8 | NET |
Cloudflare, Inc.
|
157,370 | $38,599,712 |
All Filings in MDB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,614,468 | 106,027 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $24,125,018 | 98,562 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $40,629,768 | 96,809 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $32,564,447 | 104,918 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $28,074,821 | 133,696 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,601,341 | 128,856 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $26,590,625 | 114,216 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $29,014,501 | 107,322 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $27,867,039 | 111,486 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $30,528,870 | 85,124 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $27,986,597 | 68,452 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $22,392,704 | 64,745 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $26,943,682 | 65,558 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,976,792 | 64,245 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,246,596 | 62,216 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $15,484,302 | 77,983 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,896,789 | 72,820 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $33,909,348 | 76,443 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $35,258,943 | 66,608 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $30,295,931 | 64,253 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,985,078 | 63,579 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $21,438,256 | 80,164 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $30,924,472 | 86,131 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $18,189,971 | 78,571 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $15,199,860 | 67,155 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,820,464 | 57,276 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||