Fund 1 Investments’s MongoDB MDB Stock Holding History

Fund 1 Investments’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 Q2	–	Sell	-35,500	Closed	-$6.23M	–	74
2025 Q1	$6.23M	Buy	+35,500	New	+$8.65M	0.28%	34

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Fund 1 Investments's MDB Position: Q2 2025 in Review

Fund 1 Investments sold out of MongoDB (MDB) in Q2 2025, closing a stake of 35,500 shares — an estimated $6.23M sold.

Fund 1 Investments first reported a position in MDB in Q1 2025 and held it in 1 quarter. The position peaked at $6.23M in Q1 2025. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

Fund 1 Investments reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
Fund 1 Investments sold 35,500 MongoDB shares in Q2 2025, an estimated $6.23M.
Fund 1 Investments first reported a position in MongoDB in Q1 2025 and held it in 1 quarter.
Fund 1 Investments's MongoDB position peaked at $6.23M in Q1 2025.
692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Fund 1 Investments's 13F filing for Q2 2025, filed 14 Aug 2025.