Northside Capital Management’s MongoDB MDB Stock Holding History

Northside Capital 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
2026 Q1	–	Sell	-510	Closed	-$214K	–	199
2025 Q4	$214K	Buy	+510	New	+$186K	0.02%	186
2024 Q1	–	Sell	-510	Closed	-$209K	–	121
2023 Q4	$209K	Buy	+510	New	+$193K	0.07%	104
2023 Q3	–	Sell	-510	Closed	-$210K	–	116
2023 Q2	$210K	Buy	+510	New	+$149K	0.07%	94
2022 Q2	–	Sell	-510	Closed	-$226K	–	93
2022 Q1	$226K	Hold	510	–	–	0.06%	83
2021 Q4	$270K	Sell	510 -90	-15%	-$46.1K	0.07%	71
2021 Q3	$283K	Hold	600	–	–	0.08%	73
2021 Q2	$217K	Buy	+600	New	+$186K	0.05%	87
2021 Q1	–	Sell	-600	Closed	-$215K	–	97
2020 Q4	$215K	Buy	+600	New	+$168K	0.06%	85

Other funds holding MDB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Northside Capital Management's MDB Position: Q1 2026 in Review

Northside Capital Management sold out of MongoDB (MDB) in Q1 2026, closing a stake of 510 shares — an estimated $214K sold.

Northside Capital Management first reported a position in MDB in Q4 2020 and held it in 8 quarters. The position peaked at $283K in Q3 2021. 815 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Northside Capital Management reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
Northside Capital Management sold 510 MongoDB shares in Q1 2026, an estimated $214K.
Northside Capital Management first reported a position in MongoDB in Q4 2020 and held it in 8 quarters.
Northside Capital Management's MongoDB position peaked at $283K in Q3 2021.
815 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Northside Capital Management's 13F filing for Q1 2026, filed 10 Apr 2026.