ROTHSCHILD INVESTMENT LLC

Position in MDB — MongoDB, Inc.

CIK 85338 CHICAGO, IL

Position in MDB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,956,255

+$1,453,857 QoQ

Shares Held

8,801

+43.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#318

of 867 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $121,946,910 across 93 Software - Infrastructure names. MDB ranks #7 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	102,397	$38,196,128
2	PANW	Palo Alto Networks Inc	95,932	$32,714,730
3	ORCL	Oracle Corp	78,943	$11,569,096
4	TOST	Toast, Inc.	283,251	$7,880,042
5	PLTR	Palantir Technologies Inc.	36,026	$4,203,153
6	FTNT	Fortinet, Inc.	22,237	$3,416,047
7	MDB	MongoDB, Inc. This page	8,801	$2,956,255
8	NTNX	Nutanix, Inc.	57,504	$2,930,403

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,956,255	8,801	+43.4%	Shares	Sole	2026-08-06
2026-03-31	$1,502,398	6,138	+19.4%	Shares	Sole	2026-05-07
2025-12-31	$2,158,045	5,142	-0.2%	Shares	Sole	2026-02-10
2025-09-30	$1,598,767	5,151	+11.8%	Shares	Sole	2025-11-07
2025-06-30	$967,843	4,609	+0.0%	Shares	Sole	2025-08-11
2025-03-31	$808,243	4,608	+0.0%	Shares	Sole	2025-04-08
2024-12-31	$1,072,555	4,607	-2.5%	Shares	Sole	2025-02-04
2024-09-30	$1,277,944	4,727	+11717.5%	Shares	Sole	2024-10-18
2024-06-30	$9,998	40	0.0%	Shares	Sole	2024-07-31
2024-03-31	$14,345	40	0.0%	Shares	Sole	2024-07-31
2023-12-31	$16,354	40	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.