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NEOS Investment Management’s MongoDB MDB Stock Holding History

NEOS Investment 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
Q2 		– Sell
-4,467
Closed -$784K – 622
2025
Q1 		$784K Buy
4,467
+941
+27% +$229K 0.01% 468
2024
Q4 		$821K Buy
3,526
+222
+7% +$62.7K 0.02% 443
2024
Q3 		$893K Buy
3,304
+239
+8% +$62.1K 0.03% 398
2024
Q2 		$766K Buy
3,065
+748
+32% +$236K 0.03% 368
2024
Q1 		$831K Sell
2,317
-42
-2% -$17.2K 0.05% 297
2023
Q4 		$964K Buy
+2,359
New +$895K 0.09% 190

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

NEOS Investment Management's MDB Position: Q2 2025 in Review

NEOS Investment Management sold out of MongoDB (MDB) in Q2 2025, closing a stake of 4,467 shares — an estimated $784K sold.

NEOS Investment Management first reported a position in MDB in Q4 2023 and held it in 6 quarters. The position peaked at $964K in Q4 2023. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • NEOS Investment Management reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • NEOS Investment Management sold 4,467 MongoDB shares in Q2 2025, an estimated $784K.
  • NEOS Investment Management first reported a position in MongoDB in Q4 2023 and held it in 6 quarters.
  • NEOS Investment Management's MongoDB position peaked at $964K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on NEOS Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.