Stifel Financial’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.6M | Buy |
106,027
+7,465
| +8% | +$2.24M | 0.03% | 473 |
|
|
2026
Q1 | $24.1M | Buy |
98,562
+1,753
| +2% | +$586K | 0.02% | 562 |
|
|
2025
Q4 | $40.6M | Sell |
96,809
-8,109
| -8% | -$2.95M | 0.04% | 405 |
|
|
2025
Q3 | $32.6M | Sell |
104,918
-28,778
| -22% | -$7.4M | 0.03% | 472 |
|
|
2025
Q2 | $28.1M | Buy |
133,696
+4,840
| +4% | +$895K | 0.03% | 485 |
|
|
2025
Q1 | $22.6M | Buy |
128,856
+14,640
| +13% | +$3.57M | 0.02% | 523 |
|
|
2024
Q4 | $26.6M | Buy |
114,216
+6,894
| +6% | +$1.95M | 0.03% | 474 |
|
|
2024
Q3 | $29M | Sell |
107,322
-4,164
| -4% | -$1.08M | 0.03% | 448 |
|
|
2024
Q2 | $27.9M | Buy |
111,486
+26,362
| +31% | +$8.33M | 0.03% | 442 |
|
|
2024
Q1 | $30.5M | Buy |
85,124
+16,672
| +24% | +$6.81M | 0.03% | 411 |
|
|
2023
Q4 | $28M | Buy |
68,452
+3,707
| +6% | +$1.41M | 0.04% | 407 |
|
|
2023
Q3 | $22.4M | Sell |
64,745
-813
| -1% | -$309K | 0.03% | 438 |
|
|
2023
Q2 | $26.9M | Buy |
65,558
+1,313
| +2% | +$383K | 0.04% | 387 |
|
|
2023
Q1 | $15M | Buy |
64,245
+2,029
| +3% | +$426K | 0.02% | 547 |
|
|
2022
Q4 | $12.2M | Sell |
62,216
-15,767
| -20% | -$2.81M | 0.02% | 595 |
|
|
2022
Q3 | $15.5M | Buy |
77,983
+5,163
| +7% | +$1.51M | 0.03% | 494 |
|
|
2022
Q2 | $18.9M | Sell |
72,820
-3,623
| -5% | -$1.13M | 0.03% | 464 |
|
|
2022
Q1 | $33.9M | Buy |
76,443
+9,835
| +15% | +$3.85M | 0.05% | 337 |
|
|
2021
Q4 | $35.3M | Buy |
66,608
+2,355
| +4% | +$1.21M | 0.05% | 327 |
|
|
2021
Q3 | $30.3M | Buy |
64,253
+674
| +1% | +$271K | 0.04% | 347 |
|
|
2021
Q2 | $23M | Sell |
63,579
-16,585
| -21% | -$5.13M | 0.03% | 423 |
|
|
2021
Q1 | $21.4M | Sell |
80,164
-5,967
| -7% | -$2.11M | 0.04% | 414 |
|
|
2020
Q4 | $30.9M | Buy |
86,131
+7,560
| +10% | +$2.11M | 0.06% | 303 |
|
|
2020
Q3 | $18.2M | Buy |
78,571
+11,416
| +17% | +$2.47M | 0.04% | 375 |
|
|
2020
Q2 | $15.2M | Buy |
67,155
+9,879
| +17% | +$1.83M | 0.04% | 390 |
|
|
2020
Q1 | $7.83M | Buy |
57,276
+16,493
| +40% | +$2.44M | 0.02% | 514 |
|
|
2019
Q4 | $5.38M | Sell |
40,783
-5,297
| -11% | -$695K | 0.01% | 855 |
|
|
2019
Q3 | $5.53M | Buy |
46,080
+7,988
| +21% | +$1.15M | 0.01% | 794 |
|
|
2019
Q2 | $5.8M | Sell |
38,092
-11,225
| -23% | -$1.63M | 0.01% | 803 |
|
|
2019
Q1 | $7.25M | Buy |
49,317
+27,633
| +127% | +$2.84M | 0.02% | 652 |
|
|
2018
Q4 | $1.82M | Buy |
21,684
+3,738
| +21% | +$288K | 0.01% | 1205 |
|
|
2018
Q3 | $1.46M | Buy |
17,946
+621
| +4% | +$41.4K | ﹤0.01% | 1450 |
|
|
2018
Q2 | $861K | Buy |
+17,325
| New | +$777K | ﹤0.01% | 1723 |
|
Other funds holding MDB
Stifel Financial's MDB Position: Q2 2026 in Review
Stifel Financial increased its MongoDB (MDB) stake by 7.6% in Q2 2026, buying an estimated $2.24M and bringing the position to 106,027 shares worth $35.6M. The position accounts for 0.03% of the portfolio, ranked #473.
Stifel Financial first reported a position in MDB in Q2 2018 and has held it in 33 quarters since. The position peaked at $40.6M in Q4 2025. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.
- Stifel Financial held 106,027 shares of MongoDB worth $35.6M as of Q2 2026.
- Stifel Financial bought 7,465 MongoDB shares in Q2 2026, an estimated $2.24M.
- MongoDB made up 0.03% of Stifel Financial's portfolio in Q2 2026, its #473 holding.
- Stifel Financial first reported a position in MongoDB in Q2 2018 and has held it in 33 quarters since.
- Stifel Financial's MongoDB position peaked at $40.6M in Q4 2025.
- 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.