MOODY LYNN LIEBERSON & WALKER, LLC

Position in MDB — MongoDB, Inc.

CIK 938592 BOSTON, MA

Position in MDB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$600,253

+$280,450 QoQ

Shares Held

1,787

+134.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#524

of 867 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $86,582,699 across 6 Software - Infrastructure names. MDB ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	186,285	$69,488,030
2	PANW	Palo Alto Networks Inc	41,381	$14,111,748
3	ORCL	Oracle Corp	8,248	$1,208,744
4	PLTR	Palantir Technologies Inc.	7,542	$879,925
5	MDB	MongoDB, Inc. This page	1,787	$600,253
6	CRWD	CrowdStrike Holdings, Inc.	6,164	$293,999

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$600,253	1,787	+134.5%	Shares	Sole	2026-07-20
2025-12-31	$319,803	762	-92.5%	Shares	Sole	2026-01-15
2024-12-31	$2,380,482	10,225	+9.4%	Shares	Sole	2025-01-21
2024-09-30	$2,526,420	9,345	+35.2%	Shares	Sole	2024-10-23
2024-06-30	$1,728,223	6,914	-82.7%	Shares	Sole	2024-07-25
2024-03-31	$14,297,542	39,866	+1.9%	Shares	Sole	2024-04-23
2023-12-31	$15,991,758	39,114	+23.1%	Shares	Sole	2024-01-24
2023-09-30	$10,987,626	31,769	+1.5%	Shares	Sole	2023-10-24
2023-06-30	$12,868,096	31,310	-1.8%	Shares	Sole	2023-07-27
2023-03-31	$7,433,031	31,885	+1876.8%	Shares	Sole	2023-05-02
2021-12-31	$853,841	1,613	-74.3%	Shares	Sole	2022-01-26
2021-09-30	$2,954,481	6,266	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.