JFG
MDB icon

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
2024
Q4 		– Sell
-4,000
Closed -$1.08M – 1729
2024
Q3 		$1.08M Buy
+4,000
New +$1.04M 0.01% 766
2023
Q1 		– Sell
-7,500
Closed -$1.48M – 1838
2022
Q4 		$1.48M Buy
+7,500
New +$1.33M 0.01% 759

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Jefferies Financial Group's MDB Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in MongoDB (MDB) in Q1 2026: 3,595 shares worth $880K. The stake represents 0.01% of the portfolio and ranks #977 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in MDB as recently as Q1 2025.

Jefferies Financial Group first reported a position in MDB in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.39M in Q2 2023. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Jefferies Financial Group held 3,595 shares of MongoDB worth $880K as of Q1 2026.
  • MongoDB was a new Jefferies Financial Group position in Q1 2026.
  • MongoDB made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #977 holding.
  • Jefferies Financial Group first reported a position in MongoDB in Q4 2022 and has held it in 8 quarters since.
  • Jefferies Financial Group's MongoDB position peaked at $3.39M in Q2 2023.
  • 812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.