STEPHENS INC /AR/

Position in MDB — MongoDB, Inc.

CIK 757657 LITTLE ROCK, AR

Position in MDB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$519,973

+$194,674 QoQ

Shares Held

1,548

+16.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#544

of 867 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

STEPHENS INC /AR/ holds $249,080,981 across 19 Software - Infrastructure names. MDB ranks #14 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	390,296	$145,588,213
2	PANW	Palo Alto Networks Inc	85,818	$29,265,654
3	PLTR	Palantir Technologies Inc.	238,173	$27,787,643
4	CRWD	CrowdStrike Holdings, Inc.	106,132	$20,248,393
5	ORCL	Oracle Corp	58,583	$8,585,338
6	OKTA	Okta, Inc.	30,200	$4,120,790
7	XYZ	Block, Inc.	38,038	$2,890,888
8	CRWV	CoreWeave, Inc.	20,508	$2,041,366

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,973	1,548	+16.5%	Shares	Defined	2026-07-29
2026-03-31	$325,299	1,329	+23.1%	Shares	Defined	2026-04-28
2025-12-31	$453,265	1,080	+24.6%	Shares	Defined	2026-02-05
2025-09-30	$269,099	867	-14.5%	Shares	Defined	2025-10-27
2024-12-31	$236,069	1,014	-4.1%	Shares	Defined	2025-01-28
2024-09-30	$285,759	1,057	-1.3%	Shares	Defined	2024-10-28
2024-06-30	$267,707	1,071	+28.4%	Shares	Defined	2024-08-06
2024-03-31	$299,105	834	-28.7%	Shares	Defined	2024-05-15
2023-12-31	$478,354	1,170	+22.6%	Shares	Defined	2024-02-13
2023-09-30	$329,950	954	+16.5%	Shares	Defined	2023-11-14
2023-06-30	$336,600	819	—	Shares	Defined	2023-08-14
No filing history on record for this holder in this stock.