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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Congress Asset Management's MDB Position: Q2 2026 in Review

Congress Asset Management increased its MongoDB (MDB) stake by 69% in Q2 2026, buying an estimated $62.8M and bringing the position to 511,227 shares worth $172M. The position accounts for 1.06% of the portfolio, ranked #19.

Congress Asset Management first reported a position in MDB in Q3 2018 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Congress Asset Management held 511,227 shares of MongoDB worth $172M as of Q2 2026.
Congress Asset Management bought 209,330 MongoDB shares in Q2 2026, an estimated $62.8M.
MongoDB made up 1.06% of Congress Asset Management's portfolio in Q2 2026, its #19 holding.
Congress Asset Management first reported a position in MongoDB in Q3 2018 and has held it in 7 quarters since.
178 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.