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Waverly Advisors’s MongoDB MDB Stock Holding History

Waverly Advisors’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 		$949K Buy
2,824
+446
+19% +$134K 0.01% 916
2026
Q1 		$582K Buy
2,378
+1,031
+77% +$345K ﹤0.01% 1011
2025
Q4 		$565K Buy
1,347
+338
+33% +$123K ﹤0.01% 967
2025
Q3 		$313K Sell
1,009
-4
-0.4% -$1.03K ﹤0.01% 1024
2025
Q2 		$213K Buy
+1,013
New +$187K ﹤0.01% 1096

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Waverly Advisors's MDB Position: Q2 2026 in Review

Waverly Advisors increased its MongoDB (MDB) stake by 19% in Q2 2026, buying an estimated $134K and bringing the position to 2,824 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #916.

Waverly Advisors first reported a position in MDB in Q2 2025 and has held it in 5 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Waverly Advisors held 2,824 shares of MongoDB worth $949K as of Q2 2026.
  • Waverly Advisors bought 446 MongoDB shares in Q2 2026, an estimated $134K.
  • MongoDB made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #916 holding.
  • Waverly Advisors first reported a position in MongoDB in Q2 2025 and has held it in 5 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.