Sapient Capital’s MongoDB MDB Stock Holding History

Sapient Capital’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
2024 Q4	–	Sell	-2,724	Closed	-$736K	–	396
2024 Q3	$736K	Buy	+2,724	New	+$708K	0.01%	220
2024 Q2	–	Sell	-689	Closed	-$247K	–	370
2024 Q1	$247K	Sell	689 -284	-29%	-$116K	0.01%	324
2023 Q4	$398K	Buy	+973	New	+$369K	0.01%	247

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sapient Capital's MDB Position: Q4 2024 in Review

Sapient Capital sold out of MongoDB (MDB) in Q4 2024, closing a stake of 2,724 shares — an estimated $736K sold.

Sapient Capital first reported a position in MDB in Q4 2023 and held it in 3 quarters. The position peaked at $736K in Q3 2024. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

Sapient Capital reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
Sapient Capital sold 2,724 MongoDB shares in Q4 2024, an estimated $736K.
Sapient Capital first reported a position in MongoDB in Q4 2023 and held it in 3 quarters.
Sapient Capital's MongoDB position peaked at $736K in Q3 2024.
712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Sapient Capital's 13F filing for Q4 2024, filed 29 Jan 2025.