TCA
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Transcend Capital Advisors’s MongoDB MDB Stock Holding History

Transcend Capital 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
2026
Q2 		$574K Buy
1,708
+576
+51% +$173K 0.04% 407
2026
Q1 		$277K Buy
1,132
+121
+12% +$40.5K 0.02% 572
2025
Q4 		$424K Sell
1,011
-297
-23% -$108K 0.03% 404
2025
Q3 		$406K Buy
+1,308
New +$336K 0.03% 430

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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's MDB Position: Q2 2026 in Review

Transcend Capital Advisors increased its MongoDB (MDB) stake by 51% in Q2 2026, buying an estimated $173K and bringing the position to 1,708 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #407.

Transcend Capital Advisors first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Transcend Capital Advisors held 1,708 shares of MongoDB worth $574K as of Q2 2026.
  • Transcend Capital Advisors bought 576 MongoDB shares in Q2 2026, an estimated $173K.
  • MongoDB made up 0.04% of Transcend Capital Advisors's portfolio in Q2 2026, its #407 holding.
  • Transcend Capital Advisors first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.