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Oppenheimer & Co’s MongoDB MDB Stock Holding History

Oppenheimer & Co’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 		$1.54M Buy
6,294
+1,834
+41% +$613K 0.02% 685
2025
Q4 		$1.87M Buy
4,460
+219
+5% +$79.7K 0.03% 569
2025
Q3 		$1.32M Sell
4,241
-10,467
-71% -$2.69M 0.02% 767
2025
Q2 		$3.09M Buy
14,708
+10,094
+219% +$1.87M 0.04% 461
2025
Q1 		$809K Sell
4,614
-4,579
-50% -$1.12M 0.01% 892
2024
Q4 		$2.14M Buy
9,193
+4,440
+93% +$1.25M 0.03% 525
2024
Q3 		$1.28M Sell
4,753
-86
-2% -$22.3K 0.02% 708
2024
Q2 		$1.21M Sell
4,839
-543
-10% -$172K 0.02% 702
2024
Q1 		$1.93M Sell
5,382
-761
-12% -$311K 0.03% 531
2023
Q4 		$2.51M Buy
6,143
+1,733
+39% +$657K 0.05% 437
2023
Q3 		$1.53M Buy
4,410
+724
+20% +$275K 0.03% 539
2023
Q2 		$1.51M Buy
3,686
+154
+4% +$44.9K 0.03% 552
2023
Q1 		$823K Sell
3,532
-21
-0.6% -$4.41K 0.02% 758
2022
Q4 		$699K Sell
3,553
-1,119
-24% -$199K 0.02% 810
2022
Q3 		$927K Buy
4,672
+602
+15% +$176K 0.02% 683
2022
Q2 		$1.06M Buy
4,070
+137
+3% +$42.8K 0.02% 662
2022
Q1 		$1.75M Buy
3,933
+510
+15% +$199K 0.03% 537
2021
Q4 		$1.81M Sell
3,423
-419
-11% -$215K 0.03% 539
2021
Q3 		$1.81M Buy
3,842
+231
+6% +$93K 0.03% 540
2021
Q2 		$1.31M Sell
3,611
-302
-8% -$93.4K 0.02% 645
2021
Q1 		$1.05M Buy
3,913
+174
+5% +$61.6K 0.02% 694
2020
Q4 		$1.34M Buy
3,739
+532
+17% +$149K 0.03% 552
2020
Q3 		$742K Buy
3,207
+628
+24% +$136K 0.02% 688
2020
Q2 		$584K Sell
2,579
-162
-6% -$30K 0.02% 747
2020
Q1 		$374K Sell
2,741
-171
-6% -$25.3K 0.01% 828
2019
Q4 		$383K Buy
2,912
+84
+3% +$11K 0.01% 937
2019
Q3 		$341K Buy
2,828
+357
+14% +$51.5K 0.01% 939
2019
Q2 		$376K Buy
+2,471
New +$359K 0.01% 921

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

Oppenheimer & Co's MDB Position: Q1 2026 in Review

Oppenheimer & Co increased its MongoDB (MDB) stake by 41% in Q1 2026, buying an estimated $613K and bringing the position to 6,294 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #685.

Oppenheimer & Co first reported a position in MDB in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.09M in Q2 2025. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Oppenheimer & Co held 6,294 shares of MongoDB worth $1.54M as of Q1 2026.
  • Oppenheimer & Co bought 1,834 MongoDB shares in Q1 2026, an estimated $613K.
  • MongoDB made up 0.02% of Oppenheimer & Co's portfolio in Q1 2026, its #685 holding.
  • Oppenheimer & Co first reported a position in MongoDB in Q2 2019 and has held it in 28 quarters since.
  • Oppenheimer & Co's MongoDB position peaked at $3.09M in Q2 2025.
  • 812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.