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Shell Asset Management’s MongoDB MDB Stock Holding History

Shell Asset Management’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
Q3 		$595K Buy
1,916
+620
+48% +$159K 0.06% 314
2025
Q2 		$272K Buy
1,296
+750
+137% +$139K 0.01% 671
2025
Q1 		$96K Hold
546
– – ﹤0.01% 1025
2024
Q4 		$127K Hold
546
– – 0.01% 986
2024
Q3 		$148K Buy
+546
New +$142K 0.01% 941
2024
Q1 		$136K Sell
546
-497
-48% -$203K 0.01% 938
2023
Q4 		$426K Sell
1,043
-307
-23% -$116K 0.02% 577
2023
Q3 		$467K Sell
1,350
-30
-2% -$11.4K 0.02% 594
2023
Q2 		$567K Sell
1,380
-37
-3% -$10.8K 0.02% 525
2023
Q1 		$330K Hold
1,417
– – 0.01% 746
2022
Q4 		$279K Sell
1,417
-556
-28% -$99K 0.01% 813
2022
Q3 		$392K Sell
1,973
-47
-2% -$13.7K 0.02% 695
2022
Q2 		$524K Buy
2,020
+133
+7% +$41.6K 0.02% 691
2022
Q1 		$837K Buy
1,887
+113
+6% +$44.2K 0.02% 549
2021
Q4 		$939K Buy
1,774
+545
+44% +$279K 0.02% 580
2021
Q3 		$579K Sell
1,229
-110
-8% -$44.3K 0.01% 803
2021
Q2 		$484K Sell
1,339
-70
-5% -$21.6K 0.01% 931
2021
Q1 		$377K Sell
1,409
-1,201
-46% -$425K 0.01% 961
2020
Q4 		$937K Buy
2,610
+205
+9% +$57.3K 0.02% 522
2020
Q3 		$557K Buy
2,405
+298
+14% +$64.6K 0.01% 632
2020
Q2 		$477K Buy
2,107
+317
+18% +$58.7K 0.01% 677
2020
Q1 		$244K Hold
1,790
– – 0.01% 945
2019
Q4 		$236K Sell
1,790
-425
-19% -$55.8K 0.01% 1103
2019
Q3 		$267K Hold
2,215
– – 0.01% 1080
2019
Q2 		$337K Buy
+2,215
New +$322K 0.01% 1040

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Shell Asset Management's MDB Position: Q3 2025 in Review

Shell Asset Management increased its MongoDB (MDB) stake by 48% in Q3 2025, buying an estimated $159K and bringing the position to 1,916 shares worth $595K. The position accounts for 0.06% of the portfolio, ranked #314.

Shell Asset Management first reported a position in MDB in Q2 2019 and has held it in 25 quarters since. The position peaked at $939K in Q4 2021. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

  • Shell Asset Management held 1,916 shares of MongoDB worth $595K as of Q3 2025.
  • Shell Asset Management bought 620 MongoDB shares in Q3 2025, an estimated $159K.
  • MongoDB made up 0.06% of Shell Asset Management's portfolio in Q3 2025, its #314 holding.
  • Shell Asset Management first reported a position in MongoDB in Q2 2019 and has held it in 25 quarters since.
  • Shell Asset Management's MongoDB position peaked at $939K in Q4 2021.
  • 778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.