CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MDB — MongoDB, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in MDB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$153,852,276
+$54,145,462 QoQ
Shares Held
458,030
+12.4% QoQ
Ownership
0.569%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $32,678,233,413 across 98 Software - Infrastructure names. MDB ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,298,999 | $19,508,572,606 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,382,853 | $2,176,680,529 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
17,699,013 | $2,064,943,846 | |
| 4 | ORCL |
Oracle Corp
|
10,531,224 | $1,543,350,876 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,972,808 | $1,521,092,173 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,967,178 | $763,057,884 | |
| 7 | SNPS |
Synopsys Inc
|
1,492,070 | $665,567,664 | |
| 8 | NET |
Cloudflare, Inc.
|
1,795,993 | $440,521,162 |
All Filings in MDB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,852,276 | 458,030 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $99,706,814 | 407,349 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $161,873,173 | 385,697 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $116,615,042 | 375,717 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $72,992,733 | 347,601 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $54,720,415 | 311,975 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $68,728,538 | 295,213 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $75,270,576 | 278,419 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $67,700,166 | 270,844 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $92,455,598 | 257,795 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $101,853,529 | 249,122 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $82,205,042 | 237,683 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $96,749,511 | 235,406 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $53,501,739 | 229,503 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $44,126,016 | 224,172 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $42,533,537 | 214,210 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,400,801 | 209,637 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $91,437,650 | 206,131 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $106,038,333 | 200,318 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $90,205,992 | 191,313 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $98,138,219 | 271,460 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $68,931,954 | 257,757 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $90,051,899 | 250,813 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $57,314,699 | 247,569 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $58,235,697 | 257,293 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $31,930,561 | 233,855 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||