R Squared’s MongoDB MDB Stock Holding History

R Squared’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	–	Sell	-560	Closed	-$235K	–	594
2025 Q4	$235K	Buy	+560	New	+$204K	0.11%	304
2025 Q1	–	Sell	-700	Closed	-$163K	–	982
2024 Q4	$163K	Buy	+700	New	+$198K	0.16%	151

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

R Squared's MDB Position: Q1 2026 in Review

R Squared sold out of MongoDB (MDB) in Q1 2026, closing a stake of 560 shares — an estimated $235K sold.

R Squared first reported a position in MDB in Q4 2024 and held it in 2 quarters. The position peaked at $235K in Q4 2025. 816 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

R Squared reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
R Squared sold 560 MongoDB shares in Q1 2026, an estimated $235K.
R Squared first reported a position in MongoDB in Q4 2024 and held it in 2 quarters.
R Squared's MongoDB position peaked at $235K in Q4 2025.
816 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.