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SummitTX Capital’s MongoDB MDB Stock Holding History

SummitTX Capital’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 		$907K Buy
3,704
+1,402
+61% +$469K 0.03% 462
2025
Q4 		$966K Buy
+2,302
New +$838K 0.03% 421

Other funds holding MDB

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SummitTX Capital's MDB Position: Q1 2026 in Review

SummitTX Capital increased its MongoDB (MDB) stake by 61% in Q1 2026, buying an estimated $469K and bringing the position to 3,704 shares worth $907K. The position accounts for 0.03% of the portfolio, ranked #462.

SummitTX Capital first reported a position in MDB in Q4 2025 and has held it in 2 quarters since. The position peaked at $966K in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • SummitTX Capital held 3,704 shares of MongoDB worth $907K as of Q1 2026.
  • SummitTX Capital bought 1,402 MongoDB shares in Q1 2026, an estimated $469K.
  • MongoDB made up 0.03% of SummitTX Capital's portfolio in Q1 2026, its #462 holding.
  • SummitTX Capital first reported a position in MongoDB in Q4 2025 and has held it in 2 quarters since.
  • SummitTX Capital's MongoDB position peaked at $966K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

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