AGF Management’s MongoDB MDB Stock Holding History

AGF Management’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	-3,616	Closed	-$634K	–	693
2025 Q1	$634K	Sell	3,616 -2,799	-44%	-$682K	﹤0.01%	574
2024 Q4	$1.49M	Buy	+6,415	New	+$1.81M	0.01%	515

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

AGF Management's MDB Position: Q2 2025 in Review

AGF Management sold out of MongoDB (MDB) in Q2 2025, closing a stake of 3,616 shares — an estimated $634K sold.

AGF Management first reported a position in MDB in Q4 2024 and held it in 2 quarters. The position peaked at $1.49M in Q4 2024. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

AGF Management reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
AGF Management sold 3,616 MongoDB shares in Q2 2025, an estimated $634K.
AGF Management first reported a position in MongoDB in Q4 2024 and held it in 2 quarters.
AGF Management's MongoDB position peaked at $1.49M in Q4 2024.
692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on AGF Management's 13F filing for Q2 2025, filed 6 Aug 2025.