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DC Investments Management’s MongoDB MDB Stock Holding History

DC Investments Management’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
2025
Q1 		– Sell
-1,229
Closed -$286K – 126
2024
Q4 		$286K Hold
1,229
– – 0.19% 79
2024
Q3 		$332K Hold
1,229
– – 0.23% 71
2024
Q2 		$307K Hold
1,229
– – 0.26% 70
2024
Q1 		$441K Hold
1,229
– – 0.36% 59
2023
Q4 		$502K Hold
1,229
– – 0.5% 42
2023
Q3 		$425K Hold
1,229
– – 0.53% 44
2023
Q2 		$505K Hold
1,229
– – 0.58% 40
2023
Q1 		$287K Buy
+1,229
New +$258K 0.34% 64

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DC Investments Management's MDB Position: Q1 2025 in Review

DC Investments Management sold out of MongoDB (MDB) in Q1 2025, closing a stake of 1,229 shares — an estimated $286K sold.

DC Investments Management first reported a position in MDB in Q1 2023 and held it in 8 quarters. The position peaked at $505K in Q2 2023. 663 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

  • DC Investments Management reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
  • DC Investments Management sold 1,229 MongoDB shares in Q1 2025, an estimated $286K.
  • DC Investments Management first reported a position in MongoDB in Q1 2023 and held it in 8 quarters.
  • DC Investments Management's MongoDB position peaked at $505K in Q2 2023.
  • 663 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on DC Investments Management's 13F filing for Q1 2025, filed 14 May 2025.