Cerity Partners
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Cerity Partners’s MongoDB MDB Stock Holding History

Cerity Partners’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 		$6.94M Buy
28,367
+5,916
+26% +$1.98M 0.01% 864
2025
Q4 		$9.42M Buy
22,451
+9,737
+77% +$3.54M 0.01% 666
2025
Q3 		$3.95M Buy
12,714
+499
+4% +$128K 0.01% 971
2025
Q2 		$2.57M Buy
12,215
+2,697
+28% +$499K ﹤0.01% 1098
2025
Q1 		$1.67M Sell
9,518
-156
-2% -$38K ﹤0.01% 1205
2024
Q4 		$2.39M Buy
9,674
+580
+6% +$164K 0.01% 1025
2024
Q3 		$2.46M Buy
9,094
+695
+8% +$181K 0.01% 996
2024
Q2 		$2.1M Buy
8,399
+786
+10% +$248K 0.01% 892
2024
Q1 		$2.73M Buy
7,613
+2,015
+36% +$823K 0.01% 855
2023
Q4 		$2.29M Buy
5,598
+716
+15% +$272K 0.01% 737
2023
Q3 		$1.69M Buy
4,882
+1,275
+35% +$484K 0.01% 624
2023
Q2 		$1.48M Buy
3,607
+1,899
+111% +$554K 0.01% 809
2023
Q1 		$4.33M Sell
1,708
-1
-0.1% -$210 0.01% 522
2022
Q4 		$337K Buy
1,709
+603
+55% +$107K ﹤0.01% 1099
2022
Q3 		$220K Buy
1,106
+35
+3% +$10.2K ﹤0.01% 1021
2022
Q2 		$273K Buy
1,071
+429
+67% +$134K ﹤0.01% 942
2022
Q1 		$285K Sell
642
-238
-27% -$93.1K ﹤0.01% 742
2021
Q4 		$467K Buy
880
+325
+59% +$166K 0.01% 612
2021
Q3 		$262K Hold
555
– – 0.01% 594
2021
Q2 		$201K Buy
+555
New +$172K ﹤0.01% 678

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Cerity Partners's MDB Position: Q1 2026 in Review

Cerity Partners increased its MongoDB (MDB) stake by 26% in Q1 2026, buying an estimated $1.98M and bringing the position to 28,367 shares worth $6.94M. The position accounts for 0.01% of the portfolio, ranked #864.

Cerity Partners first reported a position in MDB in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.42M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Cerity Partners held 28,367 shares of MongoDB worth $6.94M as of Q1 2026.
  • Cerity Partners bought 5,916 MongoDB shares in Q1 2026, an estimated $1.98M.
  • MongoDB made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #864 holding.
  • Cerity Partners first reported a position in MongoDB in Q2 2021 and has held it in 20 quarters since.
  • Cerity Partners's MongoDB position peaked at $9.42M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.