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Mason Morfit’s MongoDB MDB Stock Holding History

Mason Morfit’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 		$55.7M Sell
165,700
-872,100
-84% -$262M 0.99% 15
2026
Q1 		$254M Sell
1,037,800
-369,000
-26% -$123M 4.45% 11
2025
Q4 		$590M Sell
1,406,800
-711,400
-34% -$259M 8.4% 7
2025
Q3 		$367M Buy
2,118,200
+1,427,700
+207% +$367M 6.19% 8
2025
Q2 		$145M Buy
+690,500
New +$128M 2.59% 11

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

Mason Morfit's MDB Position: Q2 2026 in Review

Mason Morfit reduced its MongoDB (MDB) stake by 84% in Q2 2026, selling an estimated $262M and leaving 165,700 shares worth $55.7M. The position accounts for 0.99% of the portfolio, ranked #15.

Mason Morfit first reported a position in MDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $590M in Q4 2025. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Mason Morfit held 165,700 shares of MongoDB worth $55.7M as of Q2 2026.
  • Mason Morfit sold 872,100 MongoDB shares in Q2 2026, an estimated $262M.
  • MongoDB made up 0.99% of Mason Morfit's portfolio in Q2 2026, its #15 holding.
  • Mason Morfit first reported a position in MongoDB in Q2 2025 and has held it in 5 quarters since.
  • Mason Morfit's MongoDB position peaked at $590M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.