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Bourgeon Capital Management’s MongoDB MDB Stock Holding History

Bourgeon 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
Q1 		$10.6M Buy
43,229
+4,436
+11% +$1.48M 1.83% 24
2025
Q4 		$16.3M Buy
38,793
+84
+0.2% +$30.6K 2.63% 10
2025
Q3 		$12M Sell
38,709
-132
-0.3% -$33.9K 2.17% 19
2025
Q2 		$8.16M Sell
38,841
-1,219
-3% -$225K 1.61% 28
2025
Q1 		$7.03M Buy
+40,060
New +$9.76M 1.51% 29

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bourgeon Capital Management's MDB Position: Q1 2026 in Review

Bourgeon Capital Management increased its MongoDB (MDB) stake by 11% in Q1 2026, buying an estimated $1.48M and bringing the position to 43,229 shares worth $10.6M. The position accounts for 1.83% of the portfolio, ranked #24.

Bourgeon Capital Management first reported a position in MDB in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.3M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Bourgeon Capital Management held 43,229 shares of MongoDB worth $10.6M as of Q1 2026.
  • Bourgeon Capital Management bought 4,436 MongoDB shares in Q1 2026, an estimated $1.48M.
  • MongoDB made up 1.83% of Bourgeon Capital Management's portfolio in Q1 2026, its #24 holding.
  • Bourgeon Capital Management first reported a position in MongoDB in Q1 2025 and has held it in 5 quarters since.
  • Bourgeon Capital Management's MongoDB position peaked at $16.3M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.