Keystone Investors’s MongoDB MDB Stock Holding History

Keystone Investors’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	$439K	Sell	1,045 -1,354	-56%	-$493K	0.04%	71
2025 Q3	$745K	Buy	+2,399	New	+$617K	0.09%	55
2025 Q2	–	Sell	-2,451	Closed	-$430K	–	62
2025 Q1	$430K	Buy	+2,451	New	+$597K	0.06%	44
2024 Q4	–	Sell	-7,320	Closed	-$1.98M	–	94
2024 Q3	$1.98M	Sell	7,320 -652	-8%	-$169K	0.14%	44
2024 Q2	$1.99M	Buy	+7,972	New	+$2.52M	0.17%	43
2024 Q1	–	Sell	-2,238	Closed	-$915K	–	80
2023 Q4	$915K	Buy	2,238 +1,613	+258%	+$612K	0.08%	41
2023 Q3	$216K	Buy	+625	New	+$237K	0.03%	38
2023 Q1	–	Sell	-6,432	Closed	-$1.27M	–	45
2022 Q4	$1.27M	Buy	+6,432	New	+$1.14M	0.61%	21

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 Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Keystone Investors's MDB Position: Q4 2025 in Review

Keystone Investors reduced its MongoDB (MDB) stake by 56% in Q4 2025, selling an estimated $493K and leaving 1,045 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #71.

Keystone Investors first reported a position in MDB in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.99M in Q2 2024. 916 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

Keystone Investors held 1,045 shares of MongoDB worth $439K as of Q4 2025.
Keystone Investors sold 1,354 MongoDB shares in Q4 2025, an estimated $493K.
MongoDB made up 0.04% of Keystone Investors's portfolio in Q4 2025, its #71 holding.
Keystone Investors first reported a position in MongoDB in Q4 2022 and has held it in 8 quarters since.
Keystone Investors's MongoDB position peaked at $1.99M in Q2 2024.
916 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Keystone Investors's 13F filing for Q4 2025, filed 13 Feb 2026.