LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in MDB — MongoDB, Inc.
CIK 932974
BOSTON, MA
Position in MDB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$127,642
+$34,630 QoQ
Shares Held
380
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#693
of 867 holders
Holding Since
Mar 2020
25 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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $900,632,652 across 16 Software - Infrastructure names. MDB ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,847,490 | $689,150,719 | |
| 2 | SNPS |
Synopsys Inc
|
351,492 | $156,790,035 | |
| 3 | WEX |
WEX Inc.
|
367,338 | $51,827,718 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,931 | $1,340,549 | |
| 5 | ORCL |
Oracle Corp
|
3,347 | $490,502 | |
| 6 | TWLO |
Twilio Inc
|
1,295 | $267,197 | |
| 7 | MDB |
MongoDB, Inc.
This page
|
380 | $127,642 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
970 | $127,487 |
All Filings in MDB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,642 | 380 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $93,012 | 380 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $159,482 | 380 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $117,944 | 380 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $79,796 | 380 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $66,652 | 380 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $88,467 | 380 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $102,733 | 380 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $94,984 | 380 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $136,283 | 380 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $155,363 | 380 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $131,426 | 380 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $156,176 | 380 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $88,585 | 380 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $74,799 | 380 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $81,409 | 410 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $106,395 | 410 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $181,871 | 410 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $221,797 | 419 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $197,562 | 419 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $151,476 | 419 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $147,206 | 410 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $94,919 | 410 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $92,799 | 410 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $55,981 | 410 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||