TA
MDB icon

TFB Advisors’s MongoDB MDB Stock Holding History

TFB Advisors’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
Q1 		– Sell
-964
Closed -$224K – 329
2024
Q4 		$224K Buy
964
+3
+0.3% +$847 0.06% 298
2024
Q3 		$260K Sell
961
-21
-2% -$5.46K 0.08% 262
2024
Q2 		$245K Buy
982
+123
+14% +$38.8K 0.08% 256
2024
Q1 		$321K Buy
+859
New +$351K 0.12% 191
2023
Q4 		– Sell
-660
Closed -$228K – 186
2023
Q3 		$228K Buy
+660
New +$251K 0.28% 94

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFB Advisors's MDB Position: Q1 2025 in Review

TFB Advisors sold out of MongoDB (MDB) in Q1 2025, closing a stake of 964 shares — an estimated $224K sold.

TFB Advisors first reported a position in MDB in Q3 2023 and held it in 5 quarters. The position peaked at $321K in Q1 2024. 663 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

  • TFB Advisors reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
  • TFB Advisors sold 964 MongoDB shares in Q1 2025, an estimated $224K.
  • TFB Advisors first reported a position in MongoDB in Q3 2023 and held it in 5 quarters.
  • TFB Advisors's MongoDB position peaked at $321K in Q1 2024.
  • 663 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on TFB Advisors's 13F filing for Q1 2025, filed 14 May 2025.