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Principal Securities’s MongoDB MDB Stock Holding History

Principal Securities’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 		$341K Buy
1,394
+425
+44% +$142K 0.01% 1139
2025
Q4 		$407K Buy
969
+829
+592% +$302K 0.01% 1015
2025
Q3 		$43.5K Sell
140
-2,039
-94% -$524K ﹤0.01% 2014
2025
Q2 		$458K Buy
2,179
+1,448
+198% +$268K 0.01% 898
2025
Q1 		$170K Hold
731
– – ﹤0.01% 1195
2024
Q4 		$170K Buy
731
+214
+41% +$60.4K ﹤0.01% 1194
2024
Q3 		$140K Buy
517
+4
+0.8% +$1.04K ﹤0.01% 1243
2024
Q2 		$128K Buy
513
+154
+43% +$48.6K ﹤0.01% 1221
2024
Q1 		$129K Buy
359
+25
+7% +$10.2K ﹤0.01% 1184
2023
Q4 		$137K Buy
+334
New +$127K 0.01% 1078

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

Principal Securities's MDB Position: Q1 2026 in Review

Principal Securities increased its MongoDB (MDB) stake by 44% in Q1 2026, buying an estimated $142K and bringing the position to 1,394 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #1139.

Principal Securities first reported a position in MDB in Q4 2023 and has held it in 10 quarters since. The position peaked at $458K in Q2 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Principal Securities held 1,394 shares of MongoDB worth $341K as of Q1 2026.
  • Principal Securities bought 425 MongoDB shares in Q1 2026, an estimated $142K.
  • MongoDB made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1139 holding.
  • Principal Securities first reported a position in MongoDB in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's MongoDB position peaked at $458K in Q2 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.