ClearBridge Investments
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ClearBridge Investments’s MongoDB MDB Stock Holding History

ClearBridge Investments’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 		$1.86M Sell
5,527
-6
-0.1% -$1.8K ﹤0.01% 611
2026
Q1 		$1.35M Sell
5,533
-201
-4% -$67.2K ﹤0.01% 611
2025
Q4 		$2.41M Hold
5,734
– – ﹤0.01% 605
2025
Q3 		$1.78M Buy
5,734
+158
+3% +$40.6K ﹤0.01% 632
2025
Q2 		$1.17M Sell
5,576
-224,513
-98% -$41.5M ﹤0.01% 636
2025
Q1 		$40.4M Sell
230,089
-53,674
-19% -$13.1M 0.04% 333
2024
Q4 		$66.1M Sell
283,763
-86,752
-23% -$24.5M 0.05% 277
2024
Q3 		$100M Sell
370,515
-11,273
-3% -$2.93M 0.08% 238
2024
Q2 		$95.4M Sell
381,788
-63,296
-14% -$20M 0.08% 237
2024
Q1 		$160M Buy
445,084
+232,101
+109% +$94.8M 0.13% 175
2023
Q4 		$87.1M Buy
212,983
+211,034
+10,828% +$80.1M 0.07% 257
2023
Q3 		$674K Buy
1,949
+82
+4% +$31.1K ﹤0.01% 635
2023
Q2 		$767K Sell
1,867
-1,611
-46% -$470K ﹤0.01% 645
2023
Q1 		$811K Sell
3,478
-3
-0.1% -$630 ﹤0.01% 651
2022
Q4 		$685K Sell
3,481
-19,791
-85% -$3.52M ﹤0.01% 688
2022
Q3 		$4.62M Buy
23,272
+20,218
+662% +$5.9M ﹤0.01% 572
2022
Q2 		$793K Buy
+3,054
New +$955K ﹤0.01% 699
2018
Q2 		– Sell
-36,053
Closed -$1.56M – 1180
2018
Q1 		$1.56M Hold
36,053
– – ﹤0.01% 604
2017
Q4 		$1.07M Buy
+36,053
New +$1.05M ﹤0.01% 637

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments's MDB Position: Q2 2026 in Review

ClearBridge Investments reduced its MongoDB (MDB) stake by 0.11% in Q2 2026, selling an estimated $1.8K and leaving 5,527 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #611.

ClearBridge Investments first reported a position in MDB in Q4 2017 and has held it in 19 quarters since. The position peaked at $160M in Q1 2024. 653 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • ClearBridge Investments held 5,527 shares of MongoDB worth $1.86M as of Q2 2026.
  • ClearBridge Investments sold 6 MongoDB shares in Q2 2026, an estimated $1.8K.
  • MongoDB made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #611 holding.
  • ClearBridge Investments first reported a position in MongoDB in Q4 2017 and has held it in 19 quarters since.
  • ClearBridge Investments's MongoDB position peaked at $160M in Q1 2024.
  • 653 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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