Congress Asset Management’s MongoDB MDB Stock Holding History

Congress Asset 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 Q3	$175M	Sell	502,346 -8,881	-2%	-$3.35M	1.13%	15
2026 Q2	$172M	Buy	511,227 +209,330	+69%	+$62.8M	1.06%	19
2026 Q1	$73.9M	Buy	301,897 +201,203	+200%	+$67.3M	0.53%	72
2025 Q4	$42.3M	Buy	+100,694	New	+$36.6M	0.3%	110
2020 Q2	–	Sell	-6,200	Closed	-$847K	–	329
2020 Q1	$847K	Buy	+6,200	New	+$916K	0.01%	259
2019 Q2	–	Sell	-28,650	Closed	-$4.21M	–	360
2019 Q1	$4.21M	Sell	28,650 -305	-1%	-$31.3K	0.06%	200
2018 Q4	$2.42M	Buy	28,955 +7,165	+33%	+$551K	0.04%	253
2018 Q3	$1.78M	Buy	+21,790	New	+$1.45M	0.02%	283

Other funds holding MDB

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Congress Asset Management's MDB Position: Q3 2026 in Review

Congress Asset Management reduced its MongoDB (MDB) stake by 1.7% in Q3 2026, selling an estimated $3.35M and leaving 502,346 shares worth $175M. The position accounts for 1.13% of the portfolio, ranked #15.

Congress Asset Management first reported a position in MDB in Q3 2018 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

Congress Asset Management held 502,346 shares of MongoDB worth $175M as of Q3 2026.
Congress Asset Management sold 8,881 MongoDB shares in Q3 2026, an estimated $3.35M.
MongoDB made up 1.13% of Congress Asset Management's portfolio in Q3 2026, its #15 holding.
Congress Asset Management first reported a position in MongoDB in Q3 2018 and has held it in 8 quarters since.
24 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.