Root Financial Partners
MDB icon

Root Financial Partners’s MongoDB MDB Stock Holding History

Root Financial Partners’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
Q3 		$195K Buy
+558
New +$211K 0.01% 451
2026
Q2 		– Sell
-65
Closed -$15.9K – 2039
2026
Q1 		$15.9K Sell
65
-22
-25% -$7.36K ﹤0.01% 1450
2025
Q4 		$36.5K Buy
87
+32
+58% +$11.6K ﹤0.01% 849
2025
Q3 		$17.1K Buy
+55
New +$14.1K ﹤0.01% 1196

Other funds holding MDB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Root Financial Partners's MDB Position: Q3 2026 in Review

Root Financial Partners opened a new position in MongoDB (MDB) in Q3 2026: 558 shares worth $195K. The stake represents 0.01% of the portfolio and ranks #451 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MDB as recently as Q1 2026.

Root Financial Partners first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Root Financial Partners held 558 shares of MongoDB worth $195K as of Q3 2026.
  • MongoDB was a new Root Financial Partners position in Q3 2026.
  • MongoDB made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #451 holding.
  • Root Financial Partners first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • 747 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.