Adero Partners’s MongoDB MDB Stock Holding History

Adero Partners’s Portfolio MDB Stock Details MDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.28M	Buy	7,302 +7	+0.1%	+$1.71K	0.08%	77
2024 Q4	$1.7M	Buy	7,295 +3	+0%	+$847	0.11%	67
2024 Q3	$1.97M	Hold	7,292	–	–	0.13%	59
2024 Q2	$1.82M	Sell	7,292 -19	-0.3%	-$6K	0.13%	62
2024 Q1	$2.62M	Hold	7,311	–	–	0.2%	50
2023 Q4	$2.99M	Buy	7,311 +19	+0.3%	+$7.21K	0.25%	46
2023 Q3	$2.52M	Buy	7,292 +2	+0%	+$759	0.24%	43
2023 Q2	$3M	Buy	7,290 +1	+0%	+$292	0.3%	39
2023 Q1	$1.7M	Buy	7,289 +1	+0%	+$210	0.19%	56
2022 Q4	$1.43M	Buy	7,288 +9	+0.1%	+$1.6K	0.17%	56
2022 Q3	$1.32M	Sell	7,279 -16	-0.2%	-$4.67K	0.17%	55
2022 Q2	$2.15M	Buy	7,295 +18	+0.2%	+$5.63K	0.31%	44
2022 Q1	$3.23M	Sell	7,277 -33	-0.5%	-$12.9K	0.47%	36
2021 Q4	$3.87M	Buy	+7,310	New	+$3.74M	0.63%	31

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adero Partners's MDB Position: Q1 2025 in Review

Adero Partners increased its MongoDB (MDB) stake by 0.1% in Q1 2025, buying an estimated $1.71K and bringing the position to 7,302 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #77.

Adero Partners first reported a position in MDB in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.87M in Q4 2021. 664 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

Adero Partners held 7,302 shares of MongoDB worth $1.28M as of Q1 2025.
Adero Partners bought 7 MongoDB shares in Q1 2025, an estimated $1.71K.
MongoDB made up 0.08% of Adero Partners's portfolio in Q1 2025, its #77 holding.
Adero Partners first reported a position in MongoDB in Q4 2021 and has held it in 14 quarters since.
Adero Partners's MongoDB position peaked at $3.87M in Q4 2021.
664 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.