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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
Q2 		$6.85M Sell
20,402
-22,827
-53% -$6.85M 1.01% 39
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 $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

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

Bourgeon Capital Management reduced its MongoDB (MDB) stake by 53% in Q2 2026, selling an estimated $6.85M and leaving 20,402 shares worth $6.85M. The position accounts for 1.01% of the portfolio, ranked #39.

Bourgeon Capital Management first reported a position in MDB in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.3M in Q4 2025. 869 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Bourgeon Capital Management held 20,402 shares of MongoDB worth $6.85M as of Q2 2026.
  • Bourgeon Capital Management sold 22,827 MongoDB shares in Q2 2026, an estimated $6.85M.
  • MongoDB made up 1.01% of Bourgeon Capital Management's portfolio in Q2 2026, its #39 holding.
  • Bourgeon Capital Management first reported a position in MongoDB in Q1 2025 and has held it in 6 quarters since.
  • Bourgeon Capital Management's MongoDB position peaked at $16.3M in Q4 2025.
  • 869 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.