Capstone Investment Advisors
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Capstone Investment Advisors’s MongoDB MDB Stock Holding History

Capstone Investment Advisors’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
2026
Q2 		$394K Sell
1,173
-1,137
-49% -$341K ﹤0.01% 1336
2026
Q1 		$565K Buy
2,310
+714
+45% +$239K ﹤0.01% 1089
2025
Q4 		$670K Sell
1,596
-2,595
-62% -$944K ﹤0.01% 1030
2025
Q3 		$1.3M Buy
+4,191
New +$1.08M ﹤0.01% 919
2025
Q1 		– Sell
-6,771
Closed -$1.58M – 1686
2024
Q4 		$1.58M Buy
6,771
+1,204
+22% +$340K ﹤0.01% 923
2024
Q3 		$1.51M Buy
5,567
+235
+4% +$61K ﹤0.01% 834
2024
Q2 		$1.33M Buy
5,332
+3,194
+149% +$1.01M ﹤0.01% 872
2024
Q1 		$767K Buy
+2,138
New +$874K ﹤0.01% 1303
2022
Q2 		– Sell
-476
Closed -$211K – 2006
2022
Q1 		$211K Buy
+476
New +$186K ﹤0.01% 1660
2018
Q3 		– Sell
-17,600
Closed -$873K – 1326
2018
Q2 		$873K Buy
+17,600
New +$790K 0.01% 398

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capstone Investment Advisors's MDB Position: Q2 2026 in Review

Capstone Investment Advisors reduced its MongoDB (MDB) stake by 49% in Q2 2026, selling an estimated $341K and leaving 1,173 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Capstone Investment Advisors first reported a position in MDB in Q2 2018 and has held it in 10 quarters since. The position peaked at $1.58M in Q4 2024. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Capstone Investment Advisors held 1,173 shares of MongoDB worth $394K as of Q2 2026.
  • Capstone Investment Advisors sold 1,137 MongoDB shares in Q2 2026, an estimated $341K.
  • MongoDB made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1336 holding.
  • Capstone Investment Advisors first reported a position in MongoDB in Q2 2018 and has held it in 10 quarters since.
  • Capstone Investment Advisors's MongoDB position peaked at $1.58M in Q4 2024.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.