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
Q1 		$1.59M Buy
6,500
+4,500
+225% +$1.51M ﹤0.01% 703
2025
Q4 		$839K Sell
2,000
-10,500
-84% -$3.82M ﹤0.01% 938
2025
Q3 		$3.88M Buy
+12,500
New +$3.21M 0.01% 546
2025
Q1 		– Sell
-700
Closed -$163K – 1685
2024
Q4 		$163K Hold
700
– – ﹤0.01% 1633
2024
Q3 		$189K Hold
700
– – ﹤0.01% 1595
2024
Q2 		$175K Buy
+700
New +$221K ﹤0.01% 1799

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capstone Investment Advisors's MDB Position: Q1 2026 in Review

Capstone Investment Advisors increased its MongoDB (MDB) stake by 45% in Q1 2026, buying an estimated $239K and bringing the position to 2,310 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Capstone Investment Advisors first reported a position in MDB in Q2 2018 and has held it in 9 quarters since. The position peaked at $1.58M in Q4 2024. 814 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Capstone Investment Advisors held 2,310 shares of MongoDB worth $565K as of Q1 2026.
  • Capstone Investment Advisors bought 714 MongoDB shares in Q1 2026, an estimated $239K.
  • MongoDB made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1089 holding.
  • Capstone Investment Advisors first reported a position in MongoDB in Q2 2018 and has held it in 9 quarters since.
  • Capstone Investment Advisors's MongoDB position peaked at $1.58M in Q4 2024.
  • 814 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.