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Caldwell Sutter Capital’s MongoDB MDB Stock Holding History

Caldwell Sutter 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
Q2 		– Sell
-6
Closed -$1.05K – 884
2025
Q1 		$1.05K Hold
6
– – ﹤0.01% 792
2024
Q4 		$1.4K Hold
6
– – ﹤0.01% 783
2024
Q3 		$1.62K Hold
6
– – ﹤0.01% 777
2024
Q2 		$1.5K Hold
6
– – ﹤0.01% 789
2024
Q1 		$2.15K Sell
6
-2
-25% -$817 ﹤0.01% 749
2023
Q4 		$3.27K Buy
+8
New +$3.04K ﹤0.01% 691

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

Caldwell Sutter Capital's MDB Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of MongoDB (MDB) in Q2 2025, closing a stake of 6 shares — an estimated $1.05K sold.

Caldwell Sutter Capital first reported a position in MDB in Q4 2023 and held it in 6 quarters. The position peaked at $3.27K in Q4 2023. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 6 MongoDB shares in Q2 2025, an estimated $1.05K.
  • Caldwell Sutter Capital first reported a position in MongoDB in Q4 2023 and held it in 6 quarters.
  • Caldwell Sutter Capital's MongoDB position peaked at $3.27K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.