PS
MDB icon

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
Q2 		$205K Sell
609
-785
-56% -$235K ﹤0.01% 1505
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 $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 $3.37T AUM 44.26% 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

Principal Securities's MDB Position: Q2 2026 in Review

Principal Securities reduced its MongoDB (MDB) stake by 56% in Q2 2026, selling an estimated $235K and leaving 609 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Principal Securities first reported a position in MDB in Q4 2023 and has held it in 11 quarters since. The position peaked at $458K in Q2 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Principal Securities held 609 shares of MongoDB worth $205K as of Q2 2026.
  • Principal Securities sold 785 MongoDB shares in Q2 2026, an estimated $235K.
  • MongoDB made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1505 holding.
  • Principal Securities first reported a position in MongoDB in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's MongoDB position peaked at $458K in Q2 2025.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.