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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
Q2 		$1.01M Hold
3,035
– – 0.06% 274
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 $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 $3.38T AUM 44.17% 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

Plato Investment Management's MDB Position: Q2 2026 in Review

Plato Investment Management held its MongoDB (MDB) position steady in Q2 2026 at 3,035 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #274.

Plato Investment Management first reported a position in MDB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Plato Investment Management held 3,035 shares of MongoDB worth $1.01M as of Q2 2026.
  • Plato Investment Management left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up 0.06% of Plato Investment Management's portfolio in Q2 2026, its #274 holding.
  • Plato Investment Management first reported a position in MongoDB in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's MongoDB position peaked at $1.2M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.