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Clear Creek Financial Management’s MongoDB MDB Stock Holding History

Clear Creek Financial Management’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
Q3 		– Sell
-1,905
Closed -$400K – 579
2025
Q2 		$400K Buy
1,905
+465
+32% +$86K 0.04% 381
2025
Q1 		$253K Buy
1,440
+175
+14% +$42.6K 0.03% 438
2024
Q4 		$295K Buy
+1,265
New +$357K 0.03% 379
2021
Q4 		– Sell
-4,501
Closed -$2.12M – 376
2021
Q3 		$2.12M Buy
+4,501
New +$1.81M 0.34% 76

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Clear Creek Financial Management's MDB Position: Q3 2025 in Review

Clear Creek Financial Management sold out of MongoDB (MDB) in Q3 2025, closing a stake of 1,905 shares — an estimated $400K sold.

Clear Creek Financial Management first reported a position in MDB in Q3 2021 and held it in 4 quarters. The position peaked at $2.12M in Q3 2021. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

  • Clear Creek Financial Management reported no remaining MongoDB position as of Q3 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 1,905 MongoDB shares in Q3 2025, an estimated $400K.
  • Clear Creek Financial Management first reported a position in MongoDB in Q3 2021 and held it in 4 quarters.
  • Clear Creek Financial Management's MongoDB position peaked at $2.12M in Q3 2021.
  • 778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

Based on Clear Creek Financial Management's 13F filing for Q3 2025, filed 10 Nov 2025.