ASHTON THOMAS SECURITIES, LLC
Broker-DealerPosition in MDB — MongoDB, Inc.
CIK 771572
ROCHESTER, NY
Position in MDB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$795,747
+$364,708 QoQ
Shares Held
2,369
+34.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#480
of 867 holders
Holding Since
Sep 2024
3 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, 2026ASHTON THOMAS SECURITIES, LLC holds $25,047,362 across 8 Software - Infrastructure names. MDB ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,121 | $16,458,015 | |
| 2 | PANW |
Palo Alto Networks Inc
|
11,442 | $3,901,950 | |
| 3 | ORCL |
Oracle Corp
|
17,041 | $2,497,358 | |
| 4 | MDB |
MongoDB, Inc.
This page
|
2,369 | $795,747 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,086 | $593,383 | |
| 6 | XYZ |
Block, Inc.
|
5,725 | $435,100 | |
| 7 | OKTA |
Okta, Inc.
|
1,677 | $228,826 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
2,872 | $136,983 |
All Filings in MDB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,747 | 2,369 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $431,039 | 1,761 | Shares | Sole | 2026-05-18 | |
| 2024-09-30 | $4,595 | 17 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||