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 Q2	$5.04M	Buy	+15,000	New	+$4.5M	0.09%	135
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summit Partners Public Asset Management's MDB Position: Q2 2026 in Review

Summit Partners Public Asset Management sold out of MongoDB (MDB) in Q2 2026, closing a stake of 50,000 shares — an estimated $15M sold.

Summit Partners Public Asset Management first reported a position in MDB in Q1 2023 and held it in 10 quarters. The position peaked at $125M in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Summit Partners Public Asset Management reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
Summit Partners Public Asset Management sold 50,000 MongoDB shares in Q2 2026, an estimated $15M.
Summit Partners Public Asset Management first reported a position in MongoDB in Q1 2023 and held it in 10 quarters.
Summit Partners Public Asset Management's MongoDB position peaked at $125M in Q4 2025.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.