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Allen Investment Management’s MongoDB MDB Stock Holding History

Allen Investment Management’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
Q3 		– Sell
-18,493
Closed -$3.88M – 208
2025
Q2 		$3.88M Sell
18,493
-94,463
-84% -$17.5M 0.04% 95
2025
Q1 		$19.8M Hold
112,956
– – 0.23% 58
2024
Q4 		$26.3M Sell
112,956
-6,982
-6% -$1.97M 0.3% 50
2024
Q3 		$32.4M Sell
119,938
-6,490
-5% -$1.69M 0.39% 38
2024
Q2 		$31.6M Buy
126,428
+12,698
+11% +$4.01M 0.38% 39
2024
Q1 		$40.8M Hold
113,730
– – 0.51% 29
2023
Q4 		$46.5M Sell
113,730
-21,803
-16% -$8.27M 0.62% 27
2023
Q3 		$46.9M Buy
135,533
+11,198
+9% +$4.25M 0.69% 24
2023
Q2 		$51.1M Hold
124,335
– – 0.75% 25
2023
Q1 		$29M Hold
124,335
– – 0.49% 31
2022
Q4 		$24.5M Sell
124,335
-168
-0.1% -$29.9K 0.39% 33
2022
Q3 		$24.7M Sell
124,503
-182
-0.1% -$53.1K 0.43% 32
2022
Q2 		$32.4M Buy
124,685
+7
+0% +$2.19K 0.52% 30
2022
Q1 		$55.3M Hold
124,678
– – 0.74% 28
2021
Q4 		$66M Sell
124,678
-3,304
-3% -$1.69M 0.83% 27
2021
Q3 		$60.3M Hold
127,982
– – 0.83% 27
2021
Q2 		$46.3M Hold
127,982
– – 0.62% 30
2021
Q1 		$34.2M Hold
127,982
– – 0.53% 29
2020
Q4 		$46M Sell
127,982
-13,784
-10% -$3.85M 0.78% 26
2020
Q3 		$32.8M Sell
141,766
-14,641
-9% -$3.17M 0.61% 29
2020
Q2 		$35.4M Sell
156,407
-4,890
-3% -$906K 0.75% 25
2020
Q1 		$22M Sell
161,297
-6,460
-4% -$954K 0.66% 29
2019
Q4 		$22.1M Sell
167,757
-19,005
-10% -$2.5M 0.53% 33
2019
Q3 		$22.5M Buy
186,762
+94,946
+103% +$13.7M 0.59% 30
2019
Q2 		$14M Sell
91,816
-4,101
-4% -$595K 0.4% 34
2019
Q1 		$14.1M Sell
95,917
-4,102
-4% -$421K 0.44% 32
2018
Q4 		$8.38M Sell
100,019
-4,540
-4% -$349K 0.34% 41
2018
Q3 		$8.53M Sell
104,559
-4,207
-4% -$280K 0.29% 45
2018
Q2 		$5.4M Buy
+108,766
New +$4.88M 0.21% 51

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Allen Investment Management's MDB Position: Q3 2025 in Review

Allen Investment Management sold out of MongoDB (MDB) in Q3 2025, closing a stake of 18,493 shares — an estimated $3.88M sold.

Allen Investment Management first reported a position in MDB in Q2 2018 and held it in 29 quarters. The position peaked at $66M in Q4 2021. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

  • Allen Investment Management reported no remaining MongoDB position as of Q3 2025 after selling out during the quarter.
  • Allen Investment Management sold 18,493 MongoDB shares in Q3 2025, an estimated $3.88M.
  • Allen Investment Management first reported a position in MongoDB in Q2 2018 and held it in 29 quarters.
  • Allen Investment Management's MongoDB position peaked at $66M in Q4 2021.
  • 778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

Based on Allen Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.