BANK OF MONTREAL /CAN/

Bank

Position in MDB — MongoDB, Inc.

CIK 927971 TORONTO, A6

Back to MDB Full portfolio

Position in MDB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,073,819

-$2,101,595 QoQ

Shares Held

9,151

-56.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#312

of 867 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Common Shares in MDB Over Time

Shares Held

Position Value (USD)

Derivatives in MDB

reported options exposure · as of Mar 31, 2026

CallValue

$2,447,700

CallShares

10,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $10,360,689,028 across 69 Software - Infrastructure names. MDB ranks #31 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	14,621,788	$5,454,219,356
2	CRWD	CrowdStrike Holdings, Inc.	5,789,996	$1,104,644,382
3	PLTR	Palantir Technologies Inc.	9,454,670	$1,103,076,346
4	PANW	Palo Alto Networks Inc	2,971,233	$1,013,249,873
5	ORCL	Oracle Corp	4,058,532	$594,777,861
6	FTNT	Fortinet, Inc.	1,502,272	$230,779,022
7	EEFT	Euronet Worldwide, Inc.	2,215,823	$162,176,083
8	AKAM	Akamai Technologies Inc	1,083,695	$128,103,582

All Filings in MDB

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,073,819	9,151	-56.7%	Shares	Defined	2026-08-12
2026-03-31	$5,175,414	21,144	+286.8%	Shares	Defined	2026-05-13
2026-03-31	$2,447,700	10,000	-81.5%	Call	Defined	2026-05-13
2025-12-31	$2,294,023	5,466	-64.5%	Shares	Defined	2026-02-12
2025-09-30	$4,782,332	15,408	+17.3%	Shares	Defined	2025-11-13
2025-06-30	$2,758,215	13,135	-74.1%	Shares	Defined	2025-08-05
2025-03-31	$8,881,200	50,634	-43.1%	Shares	Defined	2025-05-13
2025-03-31	$3,157,200	18,000	-44.3%	Put	Defined	2025-05-13
2025-03-31	$9,471,600	54,000	-42.4%	Call	Defined	2025-05-13
2024-12-31	$20,732,891	89,055	+6.1%	Shares	Defined	2025-02-13
2024-09-30	$22,685,066	83,910	+10.3%	Shares	Defined	2024-11-13
2024-06-30	$19,015,205	76,073	+13.9%	Shares	Defined	2024-08-14
2024-03-31	$23,958,227	66,803	-32.8%	Shares	Defined	2024-05-13
2023-12-31	$40,631,102	99,379	+29.5%	Shares	Defined	2024-02-08
2023-12-31	$13,205,855	32,300	0.0%	Put	Defined	2024-02-08
2023-09-30	$26,536,451	76,726	-40.4%	Shares	Defined	2023-11-01
2023-09-30	$11,171,278	32,300	0.0%	Put	Defined	2023-11-01
2023-06-30	$52,880,437	128,666	+151.9%	Shares	Defined	2023-08-02
2023-06-30	$13,274,977	32,300	0.0%	Put	Defined	2023-08-02
2023-03-31	$7,529,776	32,300	+91.1%	Put	Defined	2024-06-13
2023-03-31	$11,908,234	51,082	-32.9%	Shares	Defined	2024-06-13
2022-12-31	$3,326,596	16,900	-91.5%	Put	Defined	2023-02-01
2022-12-31	$14,984,442	76,125	-3.7%	Shares	Defined	2023-02-01
2022-12-31	$18,463,592	93,800	—	Call	Defined	2023-02-01
2022-09-30	$15,691,202	79,025	+346.4%	Shares	Defined	2022-11-10
2022-06-30	$4,593,408	17,701	+55.9%	Shares	Defined	2022-08-11
2022-03-31	$5,037,403	11,356	-51.6%	Shares	Defined	2022-05-12
2021-12-31	$12,415,372	23,454	-93.9%	Shares	Defined	2022-02-11
2021-09-30	$94,302,000	200,000	—	Put	Defined	2021-11-12
2021-09-30	$180,095,128	381,954	+237.2%	Shares	Defined	2021-11-12
2021-06-30	$40,948,284	113,267	+570.1%	Shares	Defined	2021-08-12
2021-03-31	$4,520,633	16,904	+56.9%	Shares	Defined	2021-05-13
2020-12-31	$3,869,014	10,776	-48.4%	Shares	Defined	2021-02-12
2020-09-30	$4,839,021	20,902	-11.2%	Shares	Defined	2020-11-12
2020-06-30	$5,327,136	23,536	-35.8%	Shares	Defined	2020-08-12
2020-03-31	$5,006,374	36,666	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.