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 Q3	$1.46M	Buy	4,189 +1,435	+52%	+$542K	0.02%	191
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Perpetual Ltd's MDB Position: Q3 2026 in Review

Perpetual Ltd increased its MongoDB (MDB) stake by 52% in Q3 2026, buying an estimated $542K and bringing the position to 4,189 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #191.

Perpetual Ltd first reported a position in MDB in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.55M in Q2 2023. 242 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

Perpetual Ltd held 4,189 shares of MongoDB worth $1.46M as of Q3 2026.
Perpetual Ltd bought 1,435 MongoDB shares in Q3 2026, an estimated $542K.
MongoDB made up 0.02% of Perpetual Ltd's portfolio in Q3 2026, its #191 holding.
Perpetual Ltd first reported a position in MongoDB in Q4 2019 and has held it in 8 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 Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.