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Smith Group Asset Management’s MongoDB MDB Stock Holding History

Smith Group 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
2026
Q2 		$446K Buy
+1,327
New +$398K 0.02% 154
2024
Q2 		– Sell
-14,000
Closed -$5.02M – 168
2024
Q1 		$5.02M Sell
14,000
-6,000
-30% -$2.45M 0.29% 80
2023
Q4 		$8.18M Buy
+20,000
New +$7.59M 0.48% 68

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Smith Group Asset Management's MDB Position: Q2 2026 in Review

Smith Group Asset Management opened a new position in MongoDB (MDB) in Q2 2026: 1,327 shares worth $446K. The stake represents 0.02% of the portfolio and ranks #154 among its holdings. This is a return to the name: Smith Group Asset Management previously reported a position in MDB as recently as Q1 2024.

Smith Group Asset Management first reported a position in MDB in Q4 2023 and has held it in 3 quarters since. The position peaked at $8.18M in Q4 2023. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Smith Group Asset Management held 1,327 shares of MongoDB worth $446K as of Q2 2026.
  • MongoDB was a new Smith Group Asset Management position in Q2 2026.
  • MongoDB made up 0.02% of Smith Group Asset Management's portfolio in Q2 2026, its #154 holding.
  • Smith Group Asset Management first reported a position in MongoDB in Q4 2023 and has held it in 3 quarters since.
  • Smith Group Asset Management's MongoDB position peaked at $8.18M in Q4 2023.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.