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Cherry Creek Investment Advisors’s MongoDB MDB Stock Holding History

Cherry Creek Investment Advisors’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
Q3 		$1.42M Sell
4,061
-1
-0% -$378 0.54% 41
2026
Q2 		$1.36M Sell
4,062
-6,193
-60% -$1.86M 0.54% 38
2026
Q1 		$2.51M Sell
10,255
-1,213
-11% -$406K 1.09% 25
2025
Q4 		$4.81M Buy
11,468
+508
+5% +$185K 2.06% 13
2025
Q3 		$3.4M Buy
10,960
+2,963
+37% +$762K 1.47% 17
2025
Q2 		$1.68M Sell
7,997
-61
-0.8% -$11.3K 0.79% 28
2025
Q1 		$1.41M Buy
8,058
+6,777
+529% +$1.65M 0.74% 31
2024
Q4 		$298K Buy
1,281
+29
+2% +$8.19K 0.15% 86
2024
Q3 		$338K Buy
1,252
+70
+6% +$18.2K 0.17% 77
2024
Q2 		$295K Sell
1,182
-1,996
-63% -$630K 0.15% 81
2024
Q1 		$1.14M Sell
3,178
-11
-0.3% -$4.49K 0.62% 34
2023
Q4 		$1.3M Buy
3,189
+1
+0% +$379 0.8% 29
2023
Q3 		$1.1M Sell
3,188
-30
-0.9% -$11.4K 0.75% 32
2023
Q2 		$1.32M Sell
3,218
-40
-1% -$11.7K 0.89% 26
2023
Q1 		$760K Sell
3,258
-25
-0.8% -$5.25K 0.56% 37
2022
Q4 		$646K Buy
3,283
+50
+2% +$8.9K 0.5% 44
2022
Q3 		$642K Hold
3,233
– – 0.53% 42
2022
Q2 		$839K Hold
3,233
– – 0.68% 38
2022
Q1 		$1.43M Buy
3,233
+80
+3% +$31.3K 0.94% 33
2021
Q4 		$1.67M Sell
3,153
-100
-3% -$51.2K 1.04% 30
2021
Q3 		$1.53M Sell
3,253
-5
-0.2% -$2.01K 1.02% 33
2021
Q2 		$1.18M Buy
+3,258
New +$1.01M 0.77% 39

Other funds holding MDB

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Cherry Creek Investment Advisors's MDB Position: Q3 2026 in Review

Cherry Creek Investment Advisors reduced its MongoDB (MDB) stake by 0.02% in Q3 2026, selling an estimated $378 and leaving 4,061 shares worth $1.42M. The position accounts for 0.54% of the portfolio, ranked #41.

Cherry Creek Investment Advisors first reported a position in MDB in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.81M in Q4 2025. 78 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Cherry Creek Investment Advisors held 4,061 shares of MongoDB worth $1.42M as of Q3 2026.
  • Cherry Creek Investment Advisors sold 1 MongoDB share in Q3 2026, an estimated $378.
  • MongoDB made up 0.54% of Cherry Creek Investment Advisors's portfolio in Q3 2026, its #41 holding.
  • Cherry Creek Investment Advisors first reported a position in MongoDB in Q2 2021 and has held it in 22 quarters since.
  • Cherry Creek Investment Advisors's MongoDB position peaked at $4.81M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.