Capital Impact Advisors’s MongoDB MDB Stock Holding History

Capital Impact Advisors’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	$49.7M	Buy	147,928 +125,047	+547%	+$37.5M	2.79%	14
2026 Q1	$5.6M	Buy	+22,881	New	+$7.65M	2.26%	23
2023 Q1	–	Sell	-1,432	Closed	-$282K	–	210
2022 Q4	$282K	Buy	1,432 +804	+128%	+$143K	0.28%	154
2022 Q3	$125K	Sell	628 -188	-23%	-$54.9K	0.12%	214
2022 Q2	$212K	Buy	816 +340	+71%	+$106K	0.2%	193
2022 Q1	$211K	Buy	+476	New	+$186K	0.15%	176
2021 Q4	–	Sell	-7,064	Closed	-$3.33M	–	120
2021 Q3	$3.33M	Sell	7,064 -3,532	-33%	-$1.42M	1.32%	18
2021 Q2	$3.83M	Buy	10,596 +9,847	+1,315%	+$3.05M	1.24%	21
2021 Q1	$200K	Buy	+749	New	+$265K	0.07%	104
2020 Q4	–	Sell	-13,042	Closed	-$3.02M	–	114
2020 Q3	$3.02M	Hold	13,042	–	–	0.89%	44
2020 Q2	$2.95M	Hold	13,042	–	–	0.99%	33
2020 Q1	$1.78M	Buy	13,042 +662	+5%	+$97.8K	0.75%	58
2019 Q4	$1.63M	Buy	12,380 +4,179	+51%	+$549K	0.57%	104
2019 Q3	$962K	Sell	8,201 -2,622	-24%	-$378K	0.37%	113
2019 Q2	$1.64M	Buy	+10,823	New	+$1.57M	0.6%	97

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Impact Advisors's MDB Position: Q2 2026 in Review

Capital Impact Advisors increased its MongoDB (MDB) stake by 547% in Q2 2026, buying an estimated $37.5M and bringing the position to 147,928 shares worth $49.7M. The position accounts for 2.79% of the portfolio, ranked #14.

Capital Impact Advisors first reported a position in MDB in Q2 2019 and has held it in 15 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Capital Impact Advisors held 147,928 shares of MongoDB worth $49.7M as of Q2 2026.
Capital Impact Advisors bought 125,047 MongoDB shares in Q2 2026, an estimated $37.5M.
MongoDB made up 2.79% of Capital Impact Advisors's portfolio in Q2 2026, its #14 holding.
Capital Impact Advisors first reported a position in MongoDB in Q2 2019 and has held it in 15 quarters since.
870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Capital Impact Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.