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Silvercrest Asset Management’s MongoDB MDB Stock Holding History

Silvercrest 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
Q2 		– Sell
-15,383
Closed -$2.7M – 862
2025
Q1 		$2.7M Buy
15,383
+565
+4% +$138K 0.02% 499
2024
Q4 		$3.45M Buy
14,818
+906
+7% +$256K 0.02% 460
2024
Q3 		$3.76M Buy
13,912
+532
+4% +$138K 0.03% 413
2024
Q2 		$3.34M Sell
13,380
-332
-2% -$105K 0.02% 450
2024
Q1 		$4.92M Buy
+13,712
New +$5.6M 0.03% 393

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Silvercrest Asset Management's MDB Position: Q2 2025 in Review

Silvercrest Asset Management sold out of MongoDB (MDB) in Q2 2025, closing a stake of 15,383 shares — an estimated $2.7M sold.

Silvercrest Asset Management first reported a position in MDB in Q1 2024 and held it in 5 quarters. The position peaked at $4.92M in Q1 2024. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Silvercrest Asset Management reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • Silvercrest Asset Management sold 15,383 MongoDB shares in Q2 2025, an estimated $2.7M.
  • Silvercrest Asset Management first reported a position in MongoDB in Q1 2024 and held it in 5 quarters.
  • Silvercrest Asset Management's MongoDB position peaked at $4.92M in Q1 2024.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Silvercrest Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.