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Essential Partners’s MongoDB MDB Stock Holding History

Essential Partners’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 		$280K Buy
803
+67
+9% +$25.3K 0.13% 169
2026
Q2 		$247K Sell
736
-1,165
-61% -$349K 0.11% 192
2026
Q1 		$465K Sell
1,901
-212
-10% -$70.9K 0.16% 156
2025
Q4 		$887K Buy
2,113
+168
+9% +$61.1K 0.27% 100
2025
Q3 		$604K Sell
1,945
-723
-27% -$186K 0.2% 142
2025
Q2 		$560K Buy
+2,668
New +$493K 0.22% 137

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
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Essential Partners's MDB Position: Q3 2026 in Review

Essential Partners increased its MongoDB (MDB) stake by 9.1% in Q3 2026, buying an estimated $25.3K and bringing the position to 803 shares worth $280K. The position accounts for 0.13% of the portfolio, ranked #169.

Essential Partners first reported a position in MDB in Q2 2025 and has held it in 6 quarters since. The position peaked at $887K in Q4 2025. 96 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Essential Partners held 803 shares of MongoDB worth $280K as of Q3 2026.
  • Essential Partners bought 67 MongoDB shares in Q3 2026, an estimated $25.3K.
  • MongoDB made up 0.13% of Essential Partners's portfolio in Q3 2026, its #169 holding.
  • Essential Partners first reported a position in MongoDB in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's MongoDB position peaked at $887K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.