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TrueMark Investments’s MongoDB MDB Stock Holding History

TrueMark Investments’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 		$1.51M Buy
6,172
+87
+1% +$29.1K 0.29% 73
2025
Q4 		$2.55M Sell
6,085
-174
-3% -$63.3K 0.49% 59
2025
Q3 		$1.94M Sell
6,259
-522
-8% -$134K 0.34% 88
2025
Q2 		$1.42M Buy
6,781
+362
+6% +$66.9K 0.31% 96
2025
Q1 		$1.13M Buy
6,419
+790
+14% +$193K 0.3% 91
2024
Q4 		$1.31M Sell
5,629
-458
-8% -$129K 0.42% 79
2024
Q3 		$1.65M Sell
6,087
-988
-14% -$257K 0.53% 70
2024
Q2 		$1.77M Buy
+7,075
New +$2.23M 0.6% 59

Other funds holding MDB

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

TrueMark Investments's MDB Position: Q1 2026 in Review

TrueMark Investments increased its MongoDB (MDB) stake by 1.4% in Q1 2026, buying an estimated $29.1K and bringing the position to 6,172 shares worth $1.51M. The position accounts for 0.29% of the portfolio, ranked #73.

TrueMark Investments first reported a position in MDB in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.55M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • TrueMark Investments held 6,172 shares of MongoDB worth $1.51M as of Q1 2026.
  • TrueMark Investments bought 87 MongoDB shares in Q1 2026, an estimated $29.1K.
  • MongoDB made up 0.29% of TrueMark Investments's portfolio in Q1 2026, its #73 holding.
  • TrueMark Investments first reported a position in MongoDB in Q2 2024 and has held it in 8 quarters since.
  • TrueMark Investments's MongoDB position peaked at $2.55M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.