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Custom Index Systems’s MongoDB MDB Stock Holding History

Custom Index Systems’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 		$394K Buy
1,173
+141
+14% +$42.3K 0.14% 175
2026
Q1 		$253K Buy
1,032
+35
+4% +$11.7K 0.11% 221
2025
Q4 		$418K Sell
997
-477
-32% -$174K 0.18% 152
2025
Q3 		$458K Buy
+1,474
New +$379K 0.14% 178

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Custom Index Systems's MDB Position: Q2 2026 in Review

Custom Index Systems increased its MongoDB (MDB) stake by 14% in Q2 2026, buying an estimated $42.3K and bringing the position to 1,173 shares worth $394K. The position accounts for 0.14% of the portfolio, ranked #175.

Custom Index Systems first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $458K in Q3 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Custom Index Systems held 1,173 shares of MongoDB worth $394K as of Q2 2026.
  • Custom Index Systems bought 141 MongoDB shares in Q2 2026, an estimated $42.3K.
  • MongoDB made up 0.14% of Custom Index Systems's portfolio in Q2 2026, its #175 holding.
  • Custom Index Systems first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • Custom Index Systems's MongoDB position peaked at $458K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.