CoreCap Advisors
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CoreCap Advisors’s MongoDB MDB Stock Holding History

CoreCap 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
Q3 		$58.2K Sell
167
-30
-15% -$11.3K ﹤0.01% 1323
2026
Q2 		$66.2K Buy
197
+184
+1,415% +$55.2K ﹤0.01% 1278
2026
Q1 		$3.18K Sell
13
-845
-98% -$283K ﹤0.01% 2296
2025
Q4 		$360K Buy
858
+426
+99% +$155K 0.01% 608
2025
Q3 		$134K Buy
432
+325
+304% +$83.5K ﹤0.01% 936
2025
Q2 		$22.5K Buy
107
+101
+1,683% +$18.7K ﹤0.01% 1568
2025
Q1 		$1.08K Buy
6
+1
+20% +$244 ﹤0.01% 2512
2024
Q4 		$1.16K Sell
5
-159
-97% -$44.9K ﹤0.01% 2352
2024
Q3 		$44.3K Buy
164
+154
+1,540% +$40K ﹤0.01% 1237
2024
Q2 		$2.5K Buy
10
+5
+100% +$1.58K ﹤0.01% 1278
2024
Q1 		$1.79K Buy
+5
New +$2.04K ﹤0.01% 2144
2022
Q3 		– Sell
-39
Closed -$10K – 1442
2022
Q2 		$10K Buy
+39
New +$12.2K ﹤0.01% 1477
2022
Q1 		– Sell
-52
Closed -$28K – 1440
2021
Q4 		$28K Buy
+52
New +$26.6K ﹤0.01% 1205

Other funds holding MDB

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CoreCap Advisors's MDB Position: Q3 2026 in Review

CoreCap Advisors reduced its MongoDB (MDB) stake by 15% in Q3 2026, selling an estimated $11.3K and leaving 167 shares worth $58.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

CoreCap Advisors first reported a position in MDB in Q4 2021 and has held it in 13 quarters since. The position peaked at $360K in Q4 2025. 155 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • CoreCap Advisors held 167 shares of MongoDB worth $58.2K as of Q3 2026.
  • CoreCap Advisors sold 30 MongoDB shares in Q3 2026, an estimated $11.3K.
  • MongoDB made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1323 holding.
  • CoreCap Advisors first reported a position in MongoDB in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's MongoDB position peaked at $360K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.