Stephens Inc’s MongoDB MDB Stock Holding History

Stephens Inc’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	$325K	Buy	1,329 +249	+23%	+$83.3K	﹤0.01%	1005
2025 Q4	$453K	Buy	1,080 +213	+25%	+$77.5K	0.01%	882
2025 Q3	$269K	Buy	+867	New	+$223K	﹤0.01%	1095
2025 Q1	–	Sell	-1,014	Closed	-$236K	–	1284
2024 Q4	$236K	Sell	1,014 -43	-4%	-$12.1K	﹤0.01%	1110
2024 Q3	$286K	Sell	1,057 -14	-1%	-$3.64K	﹤0.01%	1050
2024 Q2	$268K	Buy	1,071 +237	+28%	+$74.9K	﹤0.01%	1050
2024 Q1	$299K	Sell	834 -336	-29%	-$137K	﹤0.01%	1006
2023 Q4	$478K	Buy	1,170 +216	+23%	+$81.9K	0.01%	762
2023 Q3	$330K	Buy	954 +135	+16%	+$51.2K	0.01%	874
2023 Q2	$337K	Buy	+819	New	+$239K	0.01%	879
2019 Q3	–	Sell	-1,950	Closed	-$297K	–	1181
2019 Q2	$297K	Buy	+1,950	New	+$283K	0.01%	927

Other funds holding MDB

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Stephens Inc's MDB Position: Q1 2026 in Review

Stephens Inc increased its MongoDB (MDB) stake by 23% in Q1 2026, buying an estimated $83.3K and bringing the position to 1,329 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Stephens Inc first reported a position in MDB in Q2 2019 and has held it in 11 quarters since. The position peaked at $478K in Q4 2023. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Stephens Inc held 1,329 shares of MongoDB worth $325K as of Q1 2026.
Stephens Inc bought 249 MongoDB shares in Q1 2026, an estimated $83.3K.
MongoDB made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1005 holding.
Stephens Inc first reported a position in MongoDB in Q2 2019 and has held it in 11 quarters since.
Stephens Inc's MongoDB position peaked at $478K in Q4 2023.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.