UBS Group’s MongoDB MDB Stock Holding History

UBS Group’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	$26M	Sell	106,200 -102,600	-49%	-$34.3M	﹤0.01%	2311
2025 Q4	$87.6M	Buy	208,800 +84,773	+68%	+$30.8M	0.01%	1120
2025 Q3	$38.5M	Sell	124,027 -155,500	-56%	-$40M	0.01%	1891
2025 Q2	$58.7M	Buy	279,527 +121,927	+77%	+$22.5M	0.01%	1366
2025 Q1	$27.6M	Buy	157,600 +125,600	+393%	+$30.6M	0.01%	2029
2024 Q4	$7.45M	Buy	+32,000	New	+$9.04M	﹤0.01%	3393
2022 Q2	–	Sell	-18,900	Closed	-$8.38M	–	10674
2022 Q1	$8.38M	Hold	18,900	–	–	﹤0.01%	2073
2021 Q4	$10M	Hold	18,900	–	–	﹤0.01%	2138
2021 Q3	$8.91M	Hold	18,900	–	–	﹤0.01%	2121
2021 Q2	$6.83M	Sell	18,900 -30,000	-61%	-$9.28M	﹤0.01%	2377
2021 Q1	$13.1M	Buy	+48,900	New	+$17.3M	﹤0.01%	1737
2019 Q3	–	Sell	-34,200	Closed	-$5.2M	–	8143
2019 Q2	$5.2M	Buy	+34,200	New	+$4.96M	﹤0.01%	2301

Other funds holding MDB

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

UBS Group's MDB Position: Q1 2026 in Review

UBS Group reduced its MongoDB (MDB) stake by 10% in Q1 2026, selling an estimated $17.4M and leaving 465,701 shares worth $114M. The position accounts for 0.02% of the portfolio, ranked #952.

UBS Group first reported a position in MDB in Q4 2017 and has held it in 34 quarters since. The position peaked at $217M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

UBS Group held 465,701 shares of MongoDB worth $114M as of Q1 2026.
UBS Group sold 52,041 MongoDB shares in Q1 2026, an estimated $17.4M.
MongoDB made up 0.02% of UBS Group's portfolio in Q1 2026, its #952 holding.
UBS Group first reported a position in MongoDB in Q4 2017 and has held it in 34 quarters since.
UBS Group's MongoDB position peaked at $217M in Q4 2025.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.