Perpetual Ltd’s MongoDB MDB Stock Holding History

Perpetual Ltd’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	$925K	Buy	2,754 +695	+34%	+$208K	0.01%	239
2026 Q1	$504K	Buy	2,059 +145	+8%	+$48.5K	0.01%	310
2025 Q4	$803K	Buy	+1,914	New	+$696K	0.01%	248
2025 Q3	–	Sell	-1,490	Closed	-$313K	–	431
2025 Q2	$313K	Buy	+1,490	New	+$275K	﹤0.01%	372
2023 Q4	–	Sell	-2,700	Closed	-$934K	–	463
2023 Q3	$934K	Sell	2,700 -3,500	-56%	-$1.33M	0.01%	287
2023 Q2	$2.55M	Buy	+6,200	New	+$1.81M	0.02%	218
2020 Q1	–	Sell	-2,600	Closed	-$342K	–	219
2019 Q4	$342K	Buy	+2,600	New	+$341K	0.05%	124

Other funds holding MDB

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Perpetual Ltd's MDB Position: Q2 2026 in Review

Perpetual Ltd increased its MongoDB (MDB) stake by 34% in Q2 2026, buying an estimated $208K and bringing the position to 2,754 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #239.

Perpetual Ltd first reported a position in MDB in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.55M in Q2 2023. 242 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Perpetual Ltd held 2,754 shares of MongoDB worth $925K as of Q2 2026.
Perpetual Ltd bought 695 MongoDB shares in Q2 2026, an estimated $208K.
MongoDB made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #239 holding.
Perpetual Ltd first reported a position in MongoDB in Q4 2019 and has held it in 7 quarters since.
Perpetual Ltd's MongoDB position peaked at $2.55M in Q2 2023.
242 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.