Pine Valley Investments’s MongoDB MDB Stock Holding History

Pine Valley Investments’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	$726K	Buy	2,160 +102	+5%	+$30.6K	0.03%	346
2026 Q1	$504K	Buy	2,058 +51	+3%	+$17.1K	0.02%	379
2025 Q4	$842K	Sell	2,007 -19	-0.9%	-$6.91K	0.04%	296
2025 Q3	$629K	Sell	2,026 -19	-0.9%	-$4.88K	0.03%	319
2025 Q2	$429K	Sell	2,045 -227	-10%	-$42K	0.02%	365
2025 Q1	$399K	Sell	2,272 -25	-1%	-$6.09K	0.02%	368
2024 Q4	$535K	Buy	2,297 +21	+0.9%	+$5.93K	0.03%	328
2024 Q3	$615K	Sell	2,276 -10	-0.4%	-$2.6K	0.04%	293
2024 Q2	$571K	Buy	2,286 +32	+1%	+$10.1K	0.04%	293
2024 Q1	$808K	Buy	2,254 +124	+6%	+$50.7K	0.05%	249
2023 Q4	$871K	Sell	2,130 -11	-0.5%	-$4.17K	0.06%	233
2023 Q3	$740K	Hold	2,141	–	–	0.07%	238
2023 Q2	$880K	Buy	+2,141	New	+$624K	0.09%	204

Other funds holding MDB

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pine Valley Investments's MDB Position: Q2 2026 in Review

Pine Valley Investments increased its MongoDB (MDB) stake by 5% in Q2 2026, buying an estimated $30.6K and bringing the position to 2,160 shares worth $726K. The position accounts for 0.03% of the portfolio, ranked #346.

Pine Valley Investments first reported a position in MDB in Q2 2023 and has held it in 13 quarters since. The position peaked at $880K in Q2 2023. 359 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Pine Valley Investments held 2,160 shares of MongoDB worth $726K as of Q2 2026.
Pine Valley Investments bought 102 MongoDB shares in Q2 2026, an estimated $30.6K.
MongoDB made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #346 holding.
Pine Valley Investments first reported a position in MongoDB in Q2 2023 and has held it in 13 quarters since.
Pine Valley Investments's MongoDB position peaked at $880K in Q2 2023.
359 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.