Liontrust Investment Partners’s MongoDB MDB Stock Holding History

Liontrust Investment Partners’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	$5.4M	Buy	+16,087	New	+$4.82M	0.08%	119
2025 Q1	–	Sell	-54,104	Closed	-$12.6M	–	250
2024 Q4	$12.6M	Buy	54,104 +1,104	+2%	+$312K	0.18%	86
2024 Q3	$13.2M	Hold	53,000	–	–	0.19%	85
2024 Q2	$13.2M	Buy	53,000 +23,000	+77%	+$7.26M	0.19%	85
2024 Q1	$10.8M	Buy	30,000 +3,000	+11%	+$1.23M	0.15%	97
2023 Q4	$11M	Buy	27,000 +23,000	+575%	+$8.73M	0.16%	95
2023 Q3	$1.38M	Buy	+4,000	New	+$1.52M	0.02%	155

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 $3.38T AUM 44.17% 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

Liontrust Investment Partners's MDB Position: Q2 2026 in Review

Liontrust Investment Partners opened a new position in MongoDB (MDB) in Q2 2026: 16,087 shares worth $5.4M. The stake represents 0.08% of the portfolio and ranks #119 among its holdings. This is a return to the name: Liontrust Investment Partners previously reported a position in MDB as recently as Q4 2024.

Liontrust Investment Partners first reported a position in MDB in Q3 2023 and has held it in 7 quarters since. The position peaked at $13.2M in Q3 2024. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Liontrust Investment Partners held 16,087 shares of MongoDB worth $5.4M as of Q2 2026.
MongoDB was a new Liontrust Investment Partners position in Q2 2026.
MongoDB made up 0.08% of Liontrust Investment Partners's portfolio in Q2 2026, its #119 holding.
Liontrust Investment Partners first reported a position in MongoDB in Q3 2023 and has held it in 7 quarters since.
Liontrust Investment Partners's MongoDB position peaked at $13.2M in Q3 2024.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.