Ground Swell Capital’s MongoDB MDB Stock Holding History

Ground Swell 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 Q4	–	Sell	-2,208	Closed	-$685K	–	143
2025 Q3	$685K	Buy	+2,208	New	+$568K	1.5%	11
2022 Q3	–	Sell	-1,658	Closed	-$430K	–	161
2022 Q2	$430K	Buy	+1,658	New	+$518K	0.79%	31

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ground Swell Capital's MDB Position: Q4 2025 in Review

Ground Swell Capital sold out of MongoDB (MDB) in Q4 2025, closing a stake of 2,208 shares — an estimated $685K sold.

Ground Swell Capital first reported a position in MDB in Q2 2022 and held it in 2 quarters. The position peaked at $685K in Q3 2025. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

Ground Swell Capital reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 2,208 MongoDB shares in Q4 2025, an estimated $685K.
Ground Swell Capital first reported a position in MongoDB in Q2 2022 and held it in 2 quarters.
Ground Swell Capital's MongoDB position peaked at $685K in Q3 2025.
915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.