WEO
MDB icon

William E. Oberndorf’s MongoDB MDB Stock Holding History

William E. Oberndorf’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
Q2 		– Sell
-27,797
Closed -$4.88M – 10
2025
Q1 		$4.88M Buy
+27,797
New +$6.77M 6.26% 8
2020
Q1 		– Sell
-55,000
Closed -$7.24M – 7
2019
Q4 		$7.24M Hold
55,000
– – 3.99% 5
2019
Q3 		$6.63M Buy
+55,000
New +$7.94M 3.57% 6

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

William E. Oberndorf's MDB Position: Q2 2025 in Review

William E. Oberndorf sold out of MongoDB (MDB) in Q2 2025, closing a stake of 27,797 shares — an estimated $4.88M sold.

William E. Oberndorf first reported a position in MDB in Q3 2019 and held it in 3 quarters. The position peaked at $7.24M in Q4 2019. 693 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • William E. Oberndorf reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • William E. Oberndorf sold 27,797 MongoDB shares in Q2 2025, an estimated $4.88M.
  • William E. Oberndorf first reported a position in MongoDB in Q3 2019 and held it in 3 quarters.
  • William E. Oberndorf's MongoDB position peaked at $7.24M in Q4 2019.
  • 693 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on William E. Oberndorf's 13F filing for Q2 2025, filed 11 Aug 2025.