SEC 13F Intelligence

Fernwood Investment Management, LLC / MDB

Fernwood Investment Management, LLC’s Mongodb Inc Position

Does Fernwood Investment Management, LLC own Mongodb Inc (MDB)? Yes — 20.3K shares worth $5M (+1.64% of its 13F portfolio) as of Q4 2024, down from 20.6K shares the prior filed quarter.

Position Value
$5M
Q4 2024
Shares
20.3K
% of Portfolio
+1.64%
Quarters Held
25
currently held

Position History MDB

Reported value by quarter
Q4 ’18: $994,000Q4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $4MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $9MQ4 ’20Q1 ’21: $6MQ2 ’21: $9MQ3 ’21: $11MQ4 ’21: $12MQ4 ’21Q1 ’22: $10MQ2 ’22: $6MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $10MQ3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $8MQ2 ’24: $5MQ3 ’24: $6MQ4 ’24: $5MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202420.3K$5M+1.64%
Q3 202420.6K$6M+1.81%
Q2 202420.6K$5M+1.60%
Q1 202421.3K$8M+2.22%
Q4 202321.6K$9M+2.90%
Q3 202321.9K$8M+2.71%
Q2 202323.6K$10M+3.43%
Q1 202323.8K$6M+2.13%
Q4 202223.5K$5M+1.91%
Q3 202222.8K$5M+1.91%
Q2 202222.3K$6M+2.50%
Q1 202222.5K$10M+3.51%
Q4 202122.5K$12M+3.90%
Q3 202123.2K$11M+3.76%
Q2 202123.8K$9M+2.84%
Q1 202123.8K$6M+2.34%
Q4 202023.7K$9M+3.36%
Q3 202024.3K$6M+2.66%
Q2 202027.2K$6M+3.05%
Q1 202025.7K$4M+2.24%
Q4 201925.5K$3M+1.61%
Q3 201918.1K$2M+1.08%
Q2 201914.5K$2M+1.21%
Q1 201913.9K$2M+1.09%
Q4 201811.9K$994,000+0.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fernwood Investment Management, LLC’s full portfolio or all institutional holders of MDB.