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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
Q2 		$520K Buy
1,548
+219
+16% +$65.7K 0.01% 873
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
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

Stephens Inc's MDB Position: Q2 2026 in Review

Stephens Inc increased its MongoDB (MDB) stake by 16% in Q2 2026, buying an estimated $65.7K and bringing the position to 1,548 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #873.

Stephens Inc first reported a position in MDB in Q2 2019 and has held it in 12 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Stephens Inc held 1,548 shares of MongoDB worth $520K as of Q2 2026.
  • Stephens Inc bought 219 MongoDB shares in Q2 2026, an estimated $65.7K.
  • MongoDB made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #873 holding.
  • Stephens Inc first reported a position in MongoDB in Q2 2019 and has held it in 12 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.