Colonial River Investments’s MongoDB MDB Stock Holding History

Colonial River 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	$602K	Sell	1,793 -145	-7%	-$43.5K	0.17%	109
2026 Q1	$474K	Buy	1,938 +694	+56%	+$232K	0.17%	133
2025 Q4	$522K	Sell	1,244 -118	-9%	-$42.9K	0.19%	122
2025 Q3	$423K	Buy	+1,362	New	+$350K	0.16%	142
2021 Q4	–	Sell	-4,556	Closed	-$2.3M	–	235
2021 Q3	$2.3M	Buy	+4,556	New	+$1.84M	1.62%	14

Other funds holding MDB

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Colonial River Investments's MDB Position: Q2 2026 in Review

Colonial River Investments reduced its MongoDB (MDB) stake by 7.5% in Q2 2026, selling an estimated $43.5K and leaving 1,793 shares worth $602K. The position accounts for 0.17% of the portfolio, ranked #109.

Colonial River Investments first reported a position in MDB in Q3 2021 and has held it in 5 quarters since. The position peaked at $2.3M in Q3 2021. 289 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Colonial River Investments held 1,793 shares of MongoDB worth $602K as of Q2 2026.
Colonial River Investments sold 145 MongoDB shares in Q2 2026, an estimated $43.5K.
MongoDB made up 0.17% of Colonial River Investments's portfolio in Q2 2026, its #109 holding.
Colonial River Investments first reported a position in MongoDB in Q3 2021 and has held it in 5 quarters since.
Colonial River Investments's MongoDB position peaked at $2.3M in Q3 2021.
289 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.