DG
MDB icon

Daventry Group’s MongoDB MDB Stock Holding History

Daventry Group’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
Q1 		$20.1M Buy
82,105
+14,412
+21% +$4.82M 22.88% 2
2025
Q4 		$28.4M Sell
67,693
-2,980
-4% -$1.08M 18.89% 3
2025
Q3 		$21.9M Sell
70,673
-80,488
-53% -$20.7M 15.53% 4
2025
Q2 		$31.7M Buy
151,161
+9,000
+6% +$1.66M 13% 5
2025
Q1 		$24.9M Buy
142,161
+49,441
+53% +$12M 10.78% 6
2024
Q4 		$21.6M Buy
92,720
+35,170
+61% +$9.93M 8.24% 6
2024
Q3 		$15.6M Buy
+57,550
New +$15M 6.19% 10

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Daventry Group's MDB Position: Q1 2026 in Review

Daventry Group increased its MongoDB (MDB) stake by 21% in Q1 2026, buying an estimated $4.82M and bringing the position to 82,105 shares worth $20.1M. The position accounts for 22.88% of the portfolio, ranked #2.

Daventry Group first reported a position in MDB in Q3 2024 and has held it in 7 quarters since. The position peaked at $31.7M in Q2 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Daventry Group held 82,105 shares of MongoDB worth $20.1M as of Q1 2026.
  • Daventry Group bought 14,412 MongoDB shares in Q1 2026, an estimated $4.82M.
  • MongoDB made up 22.88% of Daventry Group's portfolio in Q1 2026, its #2 holding.
  • Daventry Group first reported a position in MongoDB in Q3 2024 and has held it in 7 quarters since.
  • Daventry Group's MongoDB position peaked at $31.7M in Q2 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Daventry Group's 13F filing for Q1 2026, filed 15 May 2026.