Westfield Capital Management
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Westfield Capital Management’s MongoDB MDB Stock Holding History

Westfield Capital 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 		$50.1M Sell
149,255
-15,626
-9% -$4.69M 0.16% 162
2026
Q1 		$40.4M Buy
164,881
+5,352
+3% +$1.79M 0.17% 159
2025
Q4 		$67M Sell
159,529
-21,785
-12% -$7.93M 0.28% 123
2025
Q3 		$56.3M Sell
181,314
-143,919
-44% -$37M 0.24% 135
2025
Q2 		$68.3M Sell
325,233
-408,554
-56% -$75.5M 0.29% 104
2025
Q1 		$129M Buy
+733,787
New +$179M 0.63% 42
2024
Q4 		– Sell
-496,248
Closed -$134M – 258
2024
Q3 		$134M Buy
496,248
+7,526
+2% +$1.96M 0.61% 41
2024
Q2 		$122M Buy
488,722
+266,864
+120% +$84.3M 0.6% 41
2024
Q1 		$79.6M Buy
221,858
+74,481
+51% +$30.4M 0.42% 87
2023
Q4 		$60.3M Buy
147,377
+4,009
+3% +$1.52M 0.35% 115
2023
Q3 		$49.6M Sell
143,368
-5,293
-4% -$2.01M 0.34% 119
2023
Q2 		$61.1M Sell
148,661
-235,198
-61% -$68.6M 0.39% 102
2023
Q1 		$89.5M Sell
383,859
-202,027
-34% -$42.4M 0.63% 50
2022
Q4 		$115M Buy
585,886
+161,832
+38% +$28.8M 0.89% 26
2022
Q3 		$84.2M Buy
424,054
+116,985
+38% +$34.1M 0.67% 46
2022
Q2 		$79.7M Buy
307,069
+30,187
+11% +$9.44M 0.63% 48
2022
Q1 		$123M Buy
276,882
+205,949
+290% +$80.5M 0.79% 34
2021
Q4 		$37.5M Buy
+70,933
New +$36.3M 0.22% 134
2021
Q2 		– Sell
-119,416
Closed -$31.9M – 256
2021
Q1 		$31.9M Sell
119,416
-70,589
-37% -$25M 0.2% 147
2020
Q4 		$68.2M Sell
190,005
-10,297
-5% -$2.88M 0.4% 87
2020
Q3 		$46.4M Buy
200,302
+41,752
+26% +$9.05M 0.3% 110
2020
Q2 		$35.9M Buy
+158,550
New +$29.4M 0.25% 121

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

Westfield Capital Management's MDB Position: Q2 2026 in Review

Westfield Capital Management reduced its MongoDB (MDB) stake by 9.5% in Q2 2026, selling an estimated $4.69M and leaving 149,255 shares worth $50.1M. The position accounts for 0.16% of the portfolio, ranked #162.

Westfield Capital Management first reported a position in MDB in Q2 2020 and has held it in 22 quarters since. The position peaked at $134M in Q3 2024. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Westfield Capital Management held 149,255 shares of MongoDB worth $50.1M as of Q2 2026.
  • Westfield Capital Management sold 15,626 MongoDB shares in Q2 2026, an estimated $4.69M.
  • MongoDB made up 0.16% of Westfield Capital Management's portfolio in Q2 2026, its #162 holding.
  • Westfield Capital Management first reported a position in MongoDB in Q2 2020 and has held it in 22 quarters since.
  • Westfield Capital Management's MongoDB position peaked at $134M in Q3 2024.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.