CI Investments Inc
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CI Investments Inc’s MongoDB MDB Stock Holding History

CI Investments Inc’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 		$38.8M Sell
115,627
-97,977
-46% -$29.4M 0.12% 153
2026
Q1 		$52.3M Buy
213,604
+95,715
+81% +$32M 0.25% 92
2025
Q4 		$49.5M Buy
117,889
+48,563
+70% +$17.7M 0.22% 101
2025
Q3 		$21.5M Buy
69,326
+569
+0.8% +$146K 0.08% 168
2025
Q2 		$14.4M Sell
68,757
-3,257
-5% -$602K 0.05% 201
2025
Q1 		$12.6M Buy
72,014
+9,816
+16% +$2.39M 0.05% 206
2024
Q4 		$14.5M Buy
62,198
+6,028
+11% +$1.7M 0.05% 200
2024
Q3 		$15.2M Buy
56,170
+46,741
+496% +$12.1M 0.06% 198
2024
Q2 		$2.36M Buy
9,429
+8,700
+1,193% +$2.75M 0.01% 327
2024
Q1 		$261K Buy
729
+539
+284% +$220K ﹤0.01% 620
2023
Q4 		$78K Sell
190
-8
-4% -$3.04K ﹤0.01% 894
2023
Q3 		$68K Buy
198
+10
+5% +$3.8K ﹤0.01% 905
2023
Q2 		$77K Buy
188
+11
+6% +$3.21K ﹤0.01% 849
2023
Q1 		$41K Sell
177
-9
-5% -$1.89K ﹤0.01% 956
2022
Q4 		$37K Buy
186
+104
+127% +$18.5K ﹤0.01% 995
2022
Q3 		$16K Buy
82
+74
+925% +$21.6K ﹤0.01% 1078
2022
Q2 		$2K Hold
8
– – ﹤0.01% 1159
2022
Q1 		$4K Sell
8
-89,008
-100% -$34.8M ﹤0.01% 1159
2021
Q4 		$47.1M Buy
89,016
+74,439
+511% +$38.1M 0.16% 139
2021
Q3 		$6.87M Buy
+14,577
New +$5.87M 0.03% 327
2021
Q2 		– Sell
-2,219
Closed -$593K – 1064
2021
Q1 		$593K Buy
2,219
+226
+11% +$80.1K ﹤0.01% 500
2020
Q4 		$716K Buy
+1,993
New +$557K ﹤0.01% 425
2018
Q4 		– Sell
-75,000
Closed -$6.12M – 364
2018
Q3 		$6.12M Hold
75,000
– – 0.05% 205
2018
Q2 		$3.72M Hold
75,000
– – 0.03% 213
2018
Q1 		$3.25M Hold
75,000
– – 0.04% 153
2017
Q4 		$2.23M Buy
+75,000
New +$2.19M 0.02% 157

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 $3.38T AUM 44.17% 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

CI Investments Inc's MDB Position: Q2 2026 in Review

CI Investments Inc reduced its MongoDB (MDB) stake by 46% in Q2 2026, selling an estimated $29.4M and leaving 115,627 shares worth $38.8M. The position accounts for 0.12% of the portfolio, ranked #153.

CI Investments Inc first reported a position in MDB in Q4 2017 and has held it in 26 quarters since. The position peaked at $52.3M in Q1 2026. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • CI Investments Inc held 115,627 shares of MongoDB worth $38.8M as of Q2 2026.
  • CI Investments Inc sold 97,977 MongoDB shares in Q2 2026, an estimated $29.4M.
  • MongoDB made up 0.12% of CI Investments Inc's portfolio in Q2 2026, its #153 holding.
  • CI Investments Inc first reported a position in MongoDB in Q4 2017 and has held it in 26 quarters since.
  • CI Investments Inc's MongoDB position peaked at $52.3M in Q1 2026.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.