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Waddell & Associates’s MongoDB MDB Stock Holding History

Waddell & Associates’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 		$580K Sell
1,726
-314
-15% -$94.2K 0.03% 237
2026
Q1 		$499K Buy
2,040
+1,012
+98% +$339K 0.03% 239
2025
Q4 		$431K Buy
1,028
+351
+52% +$128K 0.03% 203
2025
Q3 		$210K Buy
+677
New +$174K 0.02% 299

Other funds holding MDB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Waddell & Associates's MDB Position: Q2 2026 in Review

Waddell & Associates reduced its MongoDB (MDB) stake by 15% in Q2 2026, selling an estimated $94.2K and leaving 1,726 shares worth $580K. The position accounts for 0.03% of the portfolio, ranked #237.

Waddell & Associates first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Waddell & Associates held 1,726 shares of MongoDB worth $580K as of Q2 2026.
  • Waddell & Associates sold 314 MongoDB shares in Q2 2026, an estimated $94.2K.
  • MongoDB made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #237 holding.
  • Waddell & Associates first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.