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D.A. Davidson & Co’s MongoDB MDB Stock Holding History

D.A. Davidson & Co’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 		$349K Sell
1,040
-888
-46% -$266K ﹤0.01% 1334
2026
Q1 		$472K Buy
1,928
+571
+42% +$191K ﹤0.01% 1199
2025
Q4 		$570K Buy
1,357
+196
+17% +$71.3K ﹤0.01% 1092
2025
Q3 		$360K Buy
+1,161
New +$298K ﹤0.01% 1244
2023
Q2 		– Sell
-945
Closed -$220K – 1401
2023
Q1 		$220K Sell
945
-1,000
-51% -$210K ﹤0.01% 1199
2022
Q4 		$383K Buy
+1,945
New +$346K ﹤0.01% 942

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

D.A. Davidson & Co's MDB Position: Q2 2026 in Review

D.A. Davidson & Co reduced its MongoDB (MDB) stake by 46% in Q2 2026, selling an estimated $266K and leaving 1,040 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

D.A. Davidson & Co first reported a position in MDB in Q4 2022 and has held it in 6 quarters since. The position peaked at $570K in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • D.A. Davidson & Co held 1,040 shares of MongoDB worth $349K as of Q2 2026.
  • D.A. Davidson & Co sold 888 MongoDB shares in Q2 2026, an estimated $266K.
  • MongoDB made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1334 holding.
  • D.A. Davidson & Co first reported a position in MongoDB in Q4 2022 and has held it in 6 quarters since.
  • D.A. Davidson & Co's MongoDB position peaked at $570K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.