Baird Financial Group’s MongoDB MDB Stock Holding History

Baird Financial Group’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 Q4	–	Sell	-1,360	Closed	-$422K	–	1837
2025 Q3	$422K	Buy	+1,360	New	+$350K	﹤0.01%	1523
2024 Q3	–	Sell	-815	Closed	-$204K	–	1798
2024 Q2	$204K	Buy	+815	New	+$257K	﹤0.01%	1674

Other funds holding MDB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baird Financial Group's MDB Position: Q4 2025 in Review

Baird Financial Group sold out of MongoDB (MDB) in Q4 2025, closing a stake of 1,360 shares — an estimated $422K sold.

Baird Financial Group first reported a position in MDB in Q2 2024 and held it in 2 quarters. The position peaked at $422K in Q3 2025. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

Baird Financial Group reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
Baird Financial Group sold 1,360 MongoDB shares in Q4 2025, an estimated $422K.
Baird Financial Group first reported a position in MongoDB in Q2 2024 and held it in 2 quarters.
Baird Financial Group's MongoDB position peaked at $422K in Q3 2025.
915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Baird Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.