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Plato Investment Management’s MongoDB MDB Stock Holding History

Plato 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
2026
Q1 		$743K Buy
3,035
+196
+7% +$65.6K 0.05% 304
2025
Q4 		$1.2M Buy
2,839
+1,152
+68% +$419K 0.08% 240
2025
Q3 		$520K Hold
1,687
– – 0.04% 339
2025
Q2 		$353K Buy
+1,687
New +$312K 0.03% 374
2025
Q1 		– Sell
-1,862
Closed -$435K – 577
2024
Q4 		$435K Buy
1,862
+960
+106% +$271K 0.03% 349
2024
Q3 		$244K Sell
902
-176
-16% -$45.7K 0.02% 370
2024
Q2 		$269K Hold
1,078
– – 0.03% 317
2024
Q1 		$387K Buy
1,078
+866
+408% +$354K 0.04% 281
2023
Q4 		$86.7K Buy
+212
New +$80.4K 0.11% 173

Other funds holding MDB

BlackRock
BlackRock New York $5.7T 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 $110B 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 $61.3B AUM 26.25% 1-Year Est. Return