Royal Fund Management’s MongoDB MDB Stock Holding History

Royal Fund 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
2025 Q3	–	Sell	-4,400	Closed	-$924K	–	326
2025 Q2	$924K	Buy	4,400 +200	+5%	+$37K	0.09%	198
2025 Q1	$736K	Sell	4,200 -4,200	-50%	-$1.02M	0.08%	216
2024 Q4	$1.96M	Buy	+8,400	New	+$2.37M	0.18%	132
2023 Q4	–	Sell	-900	Closed	-$311K	–	314
2023 Q3	$311K	Buy	+900	New	+$342K	0.04%	233
2023 Q2	–	Sell	-1,000	Closed	-$233K	–	292
2023 Q1	$233K	Sell	1,000 -900	-47%	-$189K	0.03%	246
2022 Q4	$374K	Buy	1,900 +800	+73%	+$142K	0.06%	196
2022 Q3	$218K	Buy	+1,100	New	+$321K	0.04%	203

Other funds holding MDB

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Royal Fund Management's MDB Position: Q2 2026 in Review

Royal Fund Management opened a new position in MongoDB (MDB) in Q2 2026: 800 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #261 among its holdings. This is a return to the name: Royal Fund Management previously reported a position in MDB as recently as Q4 2025.

Royal Fund Management first reported a position in MDB in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.65M in Q2 2025. 178 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Royal Fund Management held 800 shares of MongoDB worth $269K as of Q2 2026.
MongoDB was a new Royal Fund Management position in Q2 2026.
MongoDB made up 0.02% of Royal Fund Management's portfolio in Q2 2026, its #261 holding.
Royal Fund Management first reported a position in MongoDB in Q3 2022 and has held it in 10 quarters since.
Royal Fund Management's MongoDB position peaked at $2.65M in Q2 2025.
178 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.