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 Q3	$634K	Sell	1,818 -55	-3%	-$20.8K	0.3%	89
2026 Q2	$629K	Buy	1,873 +776	+71%	+$233K	0.29%	99
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Values First Advisors's MDB Position: Q3 2026 in Review

Values First Advisors reduced its MongoDB (MDB) stake by 2.9% in Q3 2026, selling an estimated $20.8K and leaving 1,818 shares worth $634K. The position accounts for 0.3% of the portfolio, ranked #89.

Values First Advisors first reported a position in MDB in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q2 2023. 242 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

Values First Advisors held 1,818 shares of MongoDB worth $634K as of Q3 2026.
Values First Advisors sold 55 MongoDB shares in Q3 2026, an estimated $20.8K.
MongoDB made up 0.3% of Values First Advisors's portfolio in Q3 2026, its #89 holding.
Values First Advisors first reported a position in MongoDB in Q2 2022 and has held it in 15 quarters since.
Values First Advisors's MongoDB position peaked at $1.29M in Q2 2023.
242 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.