Summit Partners Public Asset Management’s MongoDB MDB Stock Holding History

Summit Partners Public 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 Q1	–	Sell	-150,000	Closed	-$63M	–	179
2025 Q4	$63M	Hold	150,000	–	–	1.31%	26
2025 Q3	$46.6M	Buy	+150,000	New	+$38.6M	0.97%	32
2025 Q1	–	Sell	-164,000	Closed	-$38.2M	–	182
2024 Q4	$38.2M	Buy	+164,000	New	+$46.3M	0.73%	49
2023 Q4	–	Sell	-40,000	Closed	-$13.8M	–	173
2023 Q3	$13.8M	Buy	+40,000	New	+$15.2M	0.6%	61
2020 Q3	–	Sell	-10,000	Closed	-$2.26M	–	105
2020 Q2	$2.26M	Buy	+10,000	New	+$1.85M	0.14%	91
2018 Q3	–	Sell	-150,000	Closed	-$7.45M	–	92
2018 Q2	$7.45M	Buy	+150,000	New	+$6.73M	0.83%	44

Other funds holding MDB

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Summit Partners Public Asset Management's MDB Position: Q1 2026 in Review

Summit Partners Public Asset Management reduced its MongoDB (MDB) stake by 83% in Q1 2026, selling an estimated $82.5M and leaving 50,000 shares worth $12.2M. The position accounts for 0.33% of the portfolio, ranked #82.

Summit Partners Public Asset Management first reported a position in MDB in Q1 2023 and has held it in 10 quarters since. The position peaked at $125M in Q4 2025. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Summit Partners Public Asset Management held 50,000 shares of MongoDB worth $12.2M as of Q1 2026.
Summit Partners Public Asset Management sold 246,682 MongoDB shares in Q1 2026, an estimated $82.5M.
MongoDB made up 0.33% of Summit Partners Public Asset Management's portfolio in Q1 2026, its #82 holding.
Summit Partners Public Asset Management first reported a position in MongoDB in Q1 2023 and has held it in 10 quarters since.
Summit Partners Public Asset Management's MongoDB position peaked at $125M in Q4 2025.
812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2026, filed 15 May 2026.