WESTWOOD HOLDINGS GROUP INC MONGODB INC holdings history
MONGODB INC · CUSIP 60937PAD8 · CIK 1165002
As of 2024-09-30, WESTWOOD HOLDINGS GROUP INC reported 1.90M MONGODB INC (principal), valued at $262.01M, or 1.10% of its reported non-derivative portfolio. Filed 2024-11-14.
Verify history & sources →Principal unchanged; reported value increased 4.74%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Principal · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | 1.10% | 1,900,000 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 1.17% | 1,900,000 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 0.03% | 2,450,000 | SEC filing ↗Filed Jun 6, 2024Amended |
| Q4 2023 | 0.04% | 2,450,000 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 0.05% | 2,905,000 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.05% | 2,905,000 | $4.97M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 0.04% | 2,450,000 | $4.85M | Principal decreased 15.66%; reported value decreased 2.55%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 0.03% | 2,450,000 | $4.29M | Principal unchanged; reported value decreased 11.55%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 6, 2024 |
| Q2 2024 | 1.17% | 1,900,000 | $250.16M | Principal decreased 22.45%; reported value increased 5733.86%, and weight changed +1.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.10% | 1,900,000 | $262.01M | Principal unchanged; reported value increased 4.74%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
Take these holdings further.
This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.