EP
MDB icon

Edgestream Partners’s MongoDB MDB Stock Holding History

Edgestream Partners’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
Q4 		– Sell
-2,224
Closed -$690K – 1068
2025
Q3 		$690K Buy
+2,224
New +$572K 0.02% 686
2025
Q1 		– Sell
-4,558
Closed -$1.06M – 956
2024
Q4 		$1.06M Buy
+4,558
New +$1.29M 0.05% 556
2023
Q4 		– Sell
-2,010
Closed -$695K – 971
2023
Q3 		$695K Buy
+2,010
New +$763K 0.06% 509

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Edgestream Partners's MDB Position: Q4 2025 in Review

Edgestream Partners sold out of MongoDB (MDB) in Q4 2025, closing a stake of 2,224 shares — an estimated $690K sold.

Edgestream Partners first reported a position in MDB in Q3 2023 and held it in 3 quarters. The position peaked at $1.06M in Q4 2024. 914 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

  • Edgestream Partners reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 2,224 MongoDB shares in Q4 2025, an estimated $690K.
  • Edgestream Partners first reported a position in MongoDB in Q3 2023 and held it in 3 quarters.
  • Edgestream Partners's MongoDB position peaked at $1.06M in Q4 2024.
  • 914 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.