Spyglass Capital Management’s MongoDB MDB Stock Holding History

Spyglass Capital 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 Q1	$62M	Sell	253,174 -12,089	-5%	-$4.04M	4.39%	9
2025 Q4	$111M	Sell	265,263 -74,460	-22%	-$27.1M	5.57%	1
2025 Q3	$105M	Sell	339,723 -5,404	-2%	-$1.39M	5.62%	3
2025 Q2	$72.5M	Buy	345,127 +75,532	+28%	+$14M	4.27%	7
2025 Q1	$47.3M	Buy	269,595 +19,912	+8%	+$4.85M	3.25%	18
2024 Q4	$58.1M	Buy	249,683 +13,712	+6%	+$3.87M	3.27%	19
2024 Q3	$63.8M	Buy	235,971 +79,456	+51%	+$20.6M	4.19%	8
2024 Q2	$39.1M	Buy	+156,515	New	+$49.4M	2.86%	19

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Spyglass Capital Management's MDB Position: Q1 2026 in Review

Spyglass Capital Management reduced its MongoDB (MDB) stake by 4.6% in Q1 2026, selling an estimated $4.04M and leaving 253,174 shares worth $62M. The position accounts for 4.39% of the portfolio, ranked #9.

Spyglass Capital Management first reported a position in MDB in Q2 2024 and has held it in 8 quarters since. The position peaked at $111M in Q4 2025. 814 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Spyglass Capital Management held 253,174 shares of MongoDB worth $62M as of Q1 2026.
Spyglass Capital Management sold 12,089 MongoDB shares in Q1 2026, an estimated $4.04M.
MongoDB made up 4.39% of Spyglass Capital Management's portfolio in Q1 2026, its #9 holding.
Spyglass Capital Management first reported a position in MongoDB in Q2 2024 and has held it in 8 quarters since.
Spyglass Capital Management's MongoDB position peaked at $111M in Q4 2025.
814 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Spyglass Capital Management's 13F filing for Q1 2026, filed 15 May 2026.