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Cape Investment Advisory’s MongoDB MDB Stock Holding History

Cape Investment Advisory’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
Q2 		$6.05K Buy
+18
New +$5.4K ﹤0.01% 983
2026
Q1 		– Sell
-11
Closed -$4.62K – 788
2025
Q4 		$4.62K Hold
11
– – ﹤0.01% 926
2025
Q3 		$3.41K Sell
11
-11
-50% -$2.83K ﹤0.01% 589
2025
Q2 		$4.62K Buy
+22
New +$4.07K ﹤0.01% 779
2024
Q1 		– Sell
-7
Closed -$2.86K – 1072
2023
Q4 		$2.86K Buy
+7
New +$2.66K ﹤0.01% 878

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cape Investment Advisory's MDB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in MongoDB (MDB) in Q2 2026: 18 shares worth $6.05K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MDB as recently as Q4 2025.

Cape Investment Advisory first reported a position in MDB in Q4 2023 and has held it in 5 quarters since. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Cape Investment Advisory held 18 shares of MongoDB worth $6.05K as of Q2 2026.
  • MongoDB was a new Cape Investment Advisory position in Q2 2026.
  • MongoDB made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #983 holding.
  • Cape Investment Advisory first reported a position in MongoDB in Q4 2023 and has held it in 5 quarters since.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.