KIA
MDB icon

Knollwood Investment Advisory’s MongoDB MDB Stock Holding History

Knollwood Investment Advisory’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
Q1 		$1.37M Buy
5,603
+1,353
+32% +$453K 0.14% 138
2025
Q4 		$1.78M Hold
4,250
– – 0.17% 126
2025
Q3 		$1.32M Hold
4,250
– – 0.12% 155
2025
Q2 		$892K Hold
4,250
– – 0.09% 201
2025
Q1 		$745K Sell
4,250
-200
-4% -$48.7K 0.08% 214
2024
Q4 		$1.04M Hold
4,450
– – 0.11% 185
2024
Q3 		$1.2M Hold
4,450
– – 0.13% 177
2024
Q2 		$1.11M Buy
+4,450
New +$1.41M 0.12% 174

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

Knollwood Investment Advisory's MDB Position: Q1 2026 in Review

Knollwood Investment Advisory increased its MongoDB (MDB) stake by 32% in Q1 2026, buying an estimated $453K and bringing the position to 5,603 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #138.

Knollwood Investment Advisory first reported a position in MDB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.78M in Q4 2025. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Knollwood Investment Advisory held 5,603 shares of MongoDB worth $1.37M as of Q1 2026.
  • Knollwood Investment Advisory bought 1,353 MongoDB shares in Q1 2026, an estimated $453K.
  • MongoDB made up 0.14% of Knollwood Investment Advisory's portfolio in Q1 2026, its #138 holding.
  • Knollwood Investment Advisory first reported a position in MongoDB in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's MongoDB position peaked at $1.78M in Q4 2025.
  • 812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.