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Alpha DNA Investment Management’s MongoDB MDB Stock Holding History

Alpha DNA 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
Q1 		– Sell
-3,343
Closed -$778K – 102
2024
Q4 		$778K Buy
3,343
+518
+18% +$146K 0.3% 73
2024
Q3 		$764K Buy
+2,825
New +$734K 0.29% 83
2024
Q1 		– Sell
-1,887
Closed -$772K – 227
2023
Q4 		$772K Sell
1,887
-395
-17% -$150K 0.3% 74
2023
Q3 		$789K Sell
2,282
-457
-17% -$173K 0.32% 65
2023
Q2 		$1.13M Buy
+2,739
New +$799K 0.38% 49
2021
Q2 		– Sell
-4
Closed -$1K – 414
2021
Q1 		$1K Hold
4
– – ﹤0.01% 631
2020
Q4 		$1K Buy
+4
New +$1.12K ﹤0.01% 533

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
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
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alpha DNA Investment Management's MDB Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of MongoDB (MDB) in Q1 2025, closing a stake of 3,343 shares — an estimated $778K sold.

Alpha DNA Investment Management first reported a position in MDB in Q4 2020 and held it in 7 quarters. The position peaked at $1.13M in Q2 2023. 663 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

  • Alpha DNA Investment Management reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
  • Alpha DNA Investment Management sold 3,343 MongoDB shares in Q1 2025, an estimated $778K.
  • Alpha DNA Investment Management first reported a position in MongoDB in Q4 2020 and held it in 7 quarters.
  • Alpha DNA Investment Management's MongoDB position peaked at $1.13M in Q2 2023.
  • 663 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.