HVCM
MDB icon

Hel Ved Capital Management’s MongoDB MDB Stock Holding History

Hel Ved Capital 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
Q4 		– Sell
-6,000
Closed -$1.86M – 70
2025
Q3 		$1.86M Buy
+6,000
New +$1.54M 0.39% 48
2025
Q2 		– Sell
-4,475
Closed -$785K – 90
2025
Q1 		$785K Sell
4,475
-4,285
-49% -$1.04M 0.28% 52
2024
Q4 		$2.04M Buy
8,760
+5,830
+199% +$1.65M 0.6% 56
2024
Q3 		$792K Sell
2,930
-1,270
-30% -$330K 0.35% 47
2024
Q2 		$1.05M Buy
+4,200
New +$1.33M 0.29% 47
2024
Q1 		– Sell
-3,661
Closed -$1.5M – 63
2023
Q4 		$1.5M Sell
3,661
-3,621
-50% -$1.37M 0.43% 40
2023
Q3 		$2.52M Buy
7,282
+5,085
+231% +$1.93M 0.83% 19
2023
Q2 		$903K Buy
+2,197
New +$641K 0.33% 23

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hel Ved Capital Management's MDB Position: Q4 2025 in Review

Hel Ved Capital Management sold out of MongoDB (MDB) in Q4 2025, closing a stake of 6,000 shares — an estimated $1.86M sold.

Hel Ved Capital Management first reported a position in MDB in Q2 2023 and held it in 8 quarters. The position peaked at $2.52M in Q3 2023. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

  • Hel Ved Capital Management reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
  • Hel Ved Capital Management sold 6,000 MongoDB shares in Q4 2025, an estimated $1.86M.
  • Hel Ved Capital Management first reported a position in MongoDB in Q2 2023 and held it in 8 quarters.
  • Hel Ved Capital Management's MongoDB position peaked at $2.52M in Q3 2023.
  • 915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Hel Ved Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.