Warm Springs Advisors’s MongoDB MDB Stock Holding History

Warm Springs 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
2025 Q1	–	Sell	-7,263	Closed	-$1.69M	–	52
2024 Q4	$1.69M	Buy	+7,263	New	+$2.05M	1.57%	20

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Warm Springs Advisors's MDB Position: Q1 2025 in Review

Warm Springs Advisors sold out of MongoDB (MDB) in Q1 2025, closing a stake of 7,263 shares — an estimated $1.69M sold.

Warm Springs Advisors first reported a position in MDB in Q4 2024 and held it in 1 quarter. The position peaked at $1.69M in Q4 2024. 663 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

Warm Springs Advisors reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
Warm Springs Advisors sold 7,263 MongoDB shares in Q1 2025, an estimated $1.69M.
Warm Springs Advisors first reported a position in MongoDB in Q4 2024 and held it in 1 quarter.
Warm Springs Advisors's MongoDB position peaked at $1.69M in Q4 2024.
663 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Warm Springs Advisors's 13F filing for Q1 2025, filed 6 Aug 2025.