MAM
MDB icon

Maytree Asset Management’s MongoDB MDB Stock Holding History

Maytree Asset Management’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
Q2 		– Sell
-4,640
Closed -$814K – 15
2025
Q1 		$814K Hold
4,640
– – 1.46% 6
2024
Q4 		$1.08M Buy
+4,640
New +$1.31M 2.44% 6
2024
Q3 		– Sell
-7,546
Closed -$1.89M – 20
2024
Q2 		$1.89M Buy
7,546
+5,992
+386% +$1.89M 1.98% 10
2024
Q1 		$557K Sell
1,554
-766
-33% -$313K 1.05% 12
2023
Q4 		$949K Buy
+2,320
New +$880K 1.2% 19
2022
Q4 		– Sell
-37,100
Closed -$7.37M – 12
2022
Q3 		$7.37M Buy
+37,100
New +$10.8M 5.46% 6

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Maytree Asset Management's MDB Position: Q2 2025 in Review

Maytree Asset Management sold out of MongoDB (MDB) in Q2 2025, closing a stake of 4,640 shares — an estimated $814K sold.

Maytree Asset Management first reported a position in MDB in Q3 2022 and held it in 6 quarters. The position peaked at $7.37M in Q3 2022. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Maytree Asset Management reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • Maytree Asset Management sold 4,640 MongoDB shares in Q2 2025, an estimated $814K.
  • Maytree Asset Management first reported a position in MongoDB in Q3 2022 and held it in 6 quarters.
  • Maytree Asset Management's MongoDB position peaked at $7.37M in Q3 2022.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Maytree Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.