Jefferies Financial Group’s MongoDB MDB Stock Holding History

Jefferies Financial 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 Q2	–	Sell	-3,595	Closed	-$880K	–	1894
2026 Q1	$880K	Buy	+3,595	New	+$1.2M	0.01%	977
2025 Q2	–	Sell	-4,800	Closed	-$842K	–	1620
2025 Q1	$842K	Sell	4,800 -7,843	-62%	-$1.91M	0.01%	865
2024 Q4	$2.94M	Buy	12,643 +6,643	+111%	+$1.88M	0.02%	532
2024 Q3	$1.62M	Buy	+6,000	New	+$1.56M	0.01%	650
2024 Q1	–	Sell	-1,367	Closed	-$559K	–	1857
2023 Q4	$559K	Buy	1,367 +706	+107%	+$268K	﹤0.01%	1172
2023 Q3	$229K	Sell	661 -7,587	-92%	-$2.88M	﹤0.01%	1305
2023 Q2	$3.39M	Buy	+8,248	New	+$2.41M	0.03%	487
2023 Q1	–	Sell	-2,602	Closed	-$512K	–	1839
2022 Q4	$512K	Buy	+2,602	New	+$463K	﹤0.01%	1048

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jefferies Financial Group's MDB Position: Q2 2026 in Review

Jefferies Financial Group sold out of MongoDB (MDB) in Q2 2026, closing a stake of 3,595 shares — an estimated $880K sold.

Jefferies Financial Group first reported a position in MDB in Q4 2022 and held it in 8 quarters. The position peaked at $3.39M in Q2 2023. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Jefferies Financial Group reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
Jefferies Financial Group sold 3,595 MongoDB shares in Q2 2026, an estimated $880K.
Jefferies Financial Group first reported a position in MongoDB in Q4 2022 and held it in 8 quarters.
Jefferies Financial Group's MongoDB position peaked at $3.39M in Q2 2023.
868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.