Values First Advisors’s MongoDB MDB Stock Holding History

Values First 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 Q1	$268K	Buy	1,097 +422	+63%	+$141K	0.14%	144
2025 Q4	$283K	Buy	+675	New	+$246K	0.15%	141
2025 Q1	–	Sell	-1,236	Closed	-$288K	–	211
2024 Q4	$288K	Buy	1,236 +24	+2%	+$6.78K	0.16%	145
2024 Q3	$328K	Sell	1,212 -4	-0.3%	-$1.04K	0.18%	119
2024 Q2	$304K	Sell	1,216 -74	-6%	-$23.4K	0.18%	125
2024 Q1	$463K	Sell	1,290 -534	-29%	-$218K	0.27%	101
2023 Q4	$746K	Sell	1,824 -115	-6%	-$43.6K	0.45%	73
2023 Q3	$671K	Sell	1,939 -1,202	-38%	-$456K	0.43%	70
2023 Q2	$1.29M	Sell	3,141 -316	-9%	-$92.2K	0.78%	40
2023 Q1	$806K	Buy	3,457 +95	+3%	+$19.9K	0.51%	56
2022 Q4	$662K	Buy	3,362 +1,238	+58%	+$220K	0.46%	63
2022 Q3	$422K	Buy	2,124 +1,221	+135%	+$356K	0.3%	92
2022 Q2	$234K	Buy	+903	New	+$282K	0.17%	125

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

Values First Advisors's MDB Position: Q1 2026 in Review

Values First Advisors increased its MongoDB (MDB) stake by 63% in Q1 2026, buying an estimated $141K and bringing the position to 1,097 shares worth $268K. The position accounts for 0.14% of the portfolio, ranked #144.

Values First Advisors first reported a position in MDB in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.29M in Q2 2023. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Values First Advisors held 1,097 shares of MongoDB worth $268K as of Q1 2026.
Values First Advisors bought 422 MongoDB shares in Q1 2026, an estimated $141K.
MongoDB made up 0.14% of Values First Advisors's portfolio in Q1 2026, its #144 holding.
Values First Advisors first reported a position in MongoDB in Q2 2022 and has held it in 13 quarters since.
Values First Advisors's MongoDB position peaked at $1.29M in Q2 2023.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.