MA
MDB icon

Montag & Associates’s MongoDB MDB Stock Holding History

Montag & Associates’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
-140
Closed -$43.5K – 1078
2025
Q3 		$43.5K Sell
140
-31
-18% -$7.97K ﹤0.01% 616
2025
Q2 		$35.9K Buy
171
+101
+144% +$18.7K ﹤0.01% 624
2025
Q1 		$12.3K Hold
70
– – ﹤0.01% 767
2024
Q4 		$16.3K Hold
70
– – ﹤0.01% 731
2024
Q3 		$19K Sell
70
-7
-9% -$1.82K ﹤0.01% 734
2024
Q2 		$19.3K Hold
77
– – ﹤0.01% 706
2024
Q1 		$27.5K Sell
77
-1
-1% -$409 ﹤0.01% 667
2023
Q4 		$31.9K Sell
78
-1
-1% -$379 ﹤0.01% 639
2023
Q3 		$27.2K Sell
79
-1
-1% -$380 ﹤0.01% 637
2023
Q2 		$32.9K Sell
80
-1
-1% -$292 ﹤0.01% 622
2023
Q1 		$18.9K Buy
81
+2
+3% +$420 ﹤0.01% 675
2022
Q4 		$15.6K Sell
79
-46
-37% -$8.19K ﹤0.01% 687
2022
Q3 		$25K Hold
125
– – ﹤0.01% 638
2022
Q2 		$32K Hold
125
– – ﹤0.01% 595
2022
Q1 		$55K Buy
125
+17
+16% +$6.65K ﹤0.01% 545
2021
Q4 		$57K Buy
108
+72
+200% +$36.9K ﹤0.01% 549
2021
Q3 		$17K Buy
36
+9
+33% +$3.63K ﹤0.01% 684
2021
Q2 		$10K Sell
27
-765
-97% -$237K ﹤0.01% 725
2021
Q1 		$212K Sell
792
-40
-5% -$14.2K 0.01% 378
2020
Q4 		$299K Buy
+832
New +$232K 0.02% 318

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montag & Associates's MDB Position: Q4 2025 in Review

Montag & Associates sold out of MongoDB (MDB) in Q4 2025, closing a stake of 140 shares — an estimated $43.5K sold.

Montag & Associates first reported a position in MDB in Q4 2020 and held it in 20 quarters. The position peaked at $299K in Q4 2020. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

  • Montag & Associates reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 140 MongoDB shares in Q4 2025, an estimated $43.5K.
  • Montag & Associates first reported a position in MongoDB in Q4 2020 and held it in 20 quarters.
  • Montag & Associates's MongoDB position peaked at $299K in Q4 2020.
  • 915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.