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Okabena Investment Services’s MongoDB MDB Stock Holding History

Okabena Investment Services’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
-4,374
Closed -$1.84M – 154
2025
Q4 		$1.84M Buy
+4,374
New +$1.59M 0.35% 48

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

Okabena Investment Services's MDB Position: Q1 2026 in Review

Okabena Investment Services sold out of MongoDB (MDB) in Q1 2026, closing a stake of 4,374 shares — an estimated $1.84M sold.

Okabena Investment Services first reported a position in MDB in Q4 2025 and held it in 1 quarter. The position peaked at $1.84M in Q4 2025. 813 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Okabena Investment Services reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • Okabena Investment Services sold 4,374 MongoDB shares in Q1 2026, an estimated $1.84M.
  • Okabena Investment Services first reported a position in MongoDB in Q4 2025 and held it in 1 quarter.
  • Okabena Investment Services's MongoDB position peaked at $1.84M in Q4 2025.
  • 813 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.