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Oak Thistle LLC’s MongoDB MDB Stock Holding History

Oak Thistle LLC’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
Q2 		$4.4M Buy
+13,111
New +$3.93M 0.43% 47
2026
Q1 		– Sell
-2,542
Closed -$1.07M – 571
2025
Q4 		$1.07M Sell
2,542
-3,053
-55% -$1.11M 0.15% 299
2025
Q3 		$1.74M Sell
5,595
-9,210
-62% -$2.37M 0.26% 139
2025
Q2 		$3.11M Buy
+14,805
New +$2.74M 0.46% 43
2024
Q4 		– Sell
-5,543
Closed -$1.5M – 495
2024
Q3 		$1.5M Buy
+5,543
New +$1.44M 0.49% 44
2023
Q4 		– Sell
-748
Closed -$259K – 567
2023
Q3 		$259K Buy
+748
New +$284K 0.08% 397

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oak Thistle LLC's MDB Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in MongoDB (MDB) in Q2 2026: 13,111 shares worth $4.4M. The stake represents 0.43% of the portfolio and ranks #47 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in MDB as recently as Q4 2025.

Oak Thistle LLC first reported a position in MDB in Q3 2023 and has held it in 6 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Oak Thistle LLC held 13,111 shares of MongoDB worth $4.4M as of Q2 2026.
  • MongoDB was a new Oak Thistle LLC position in Q2 2026.
  • MongoDB made up 0.43% of Oak Thistle LLC's portfolio in Q2 2026, its #47 holding.
  • Oak Thistle LLC first reported a position in MongoDB in Q3 2023 and has held it in 6 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.