AWM Capital’s MongoDB MDB Stock Holding History

AWM 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
2026 Q3	$294K	Buy	844 +1	+0.1%	+$378	0.02%	111
2026 Q2	$283K	Buy	+843	New	+$253K	0.02%	109
2026 Q1	–	Sell	-816	Closed	-$342K	–	116
2025 Q4	$342K	Hold	816	–	–	0.03%	80
2025 Q3	$253K	Buy	+816	New	+$210K	0.02%	89
2024 Q4	–	Sell	-803	Closed	-$217K	–	96
2024 Q3	$217K	Sell	803 -1	-0.1%	-$260	0.03%	90
2024 Q2	$201K	Hold	804	–	–	0.03%	88
2024 Q1	$288K	Hold	804	–	–	0.05%	74
2023 Q4	$329K	Sell	804 -2	-0.2%	-$759	0.06%	69
2023 Q3	$279K	Buy	806 +6	+0.8%	+$2.28K	0.06%	71
2023 Q2	$329K	Buy	+800	New	+$233K	0.08%	58
2022 Q3	–	Sell	-800	Closed	-$208K	–	64
2022 Q2	$208K	Hold	800	–	–	0.1%	55
2022 Q1	$355K	Hold	800	–	–	0.22%	43
2021 Q4	$423K	Sell	800 -200	-20%	-$102K	0.32%	38
2021 Q3	$568K	Buy	+1,000	New	+$403K	0.43%	35

Other funds holding MDB

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

AWM Capital's MDB Position: Q3 2026 in Review

AWM Capital increased its MongoDB (MDB) stake by 0.12% in Q3 2026, buying an estimated $378 and bringing the position to 844 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #111.

AWM Capital first reported a position in MDB in Q3 2021 and has held it in 14 quarters since. The position peaked at $568K in Q3 2021. 122 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

AWM Capital held 844 shares of MongoDB worth $294K as of Q3 2026.
AWM Capital bought 1 MongoDB share in Q3 2026, an estimated $378.
MongoDB made up 0.02% of AWM Capital's portfolio in Q3 2026, its #111 holding.
AWM Capital first reported a position in MongoDB in Q3 2021 and has held it in 14 quarters since.
AWM Capital's MongoDB position peaked at $568K in Q3 2021.
122 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.