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Advent International’s MongoDB MDB Stock Holding History

Advent International’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
-56,110
Closed -$9.84M – 24
2025
Q1 		$9.84M Buy
56,110
+1,610
+3% +$392K 0.31% 17
2024
Q4 		$12.7M Buy
54,500
+18,500
+51% +$5.22M 0.3% 18
2024
Q3 		$9.73M Buy
+36,000
New +$9.35M 0.21% 19

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Advent International's MDB Position: Q2 2025 in Review

Advent International sold out of MongoDB (MDB) in Q2 2025, closing a stake of 56,110 shares — an estimated $9.84M sold.

Advent International first reported a position in MDB in Q3 2024 and held it in 3 quarters. The position peaked at $12.7M in Q4 2024. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Advent International reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • Advent International sold 56,110 MongoDB shares in Q2 2025, an estimated $9.84M.
  • Advent International first reported a position in MongoDB in Q3 2024 and held it in 3 quarters.
  • Advent International's MongoDB position peaked at $12.7M in Q4 2024.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Advent International's 13F filing for Q2 2025, filed 14 Aug 2025.