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Yarbrough Capital’s MongoDB MDB Stock Holding History

Yarbrough Capital’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
-1,125
Closed -$262K – 203
2024
Q4 		$262K Sell
1,125
-1,852
-62% -$523K 0.01% 171
2024
Q3 		$805K Hold
2,977
– – 0.03% 102
2024
Q2 		$744K Hold
2,977
– – 0.03% 105
2024
Q1 		$1.07M Hold
2,977
– – 0.05% 89
2023
Q4 		$1.22M Hold
2,977
– – 0.06% 87
2023
Q3 		$1.03M Hold
2,977
– – 0.06% 90
2023
Q2 		$1.22M Hold
2,977
– – 0.07% 85
2023
Q1 		$694K Buy
2,977
+2,352
+376% +$494K 0.06% 108
2022
Q4 		$123K Buy
+625
New +$111K 0.01% 183

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
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
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yarbrough Capital's MDB Position: Q1 2025 in Review

Yarbrough Capital sold out of MongoDB (MDB) in Q1 2025, closing a stake of 1,125 shares — an estimated $262K sold.

Yarbrough Capital first reported a position in MDB in Q4 2022 and held it in 9 quarters. The position peaked at $1.22M in Q2 2023. 663 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

  • Yarbrough Capital reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
  • Yarbrough Capital sold 1,125 MongoDB shares in Q1 2025, an estimated $262K.
  • Yarbrough Capital first reported a position in MongoDB in Q4 2022 and held it in 9 quarters.
  • Yarbrough Capital's MongoDB position peaked at $1.22M in Q2 2023.
  • 663 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Yarbrough Capital's 13F filing for Q1 2025, filed 14 Apr 2025.