Zevenbergen Capital Investments’s MongoDB MDB Stock Holding History

Zevenbergen Capital Investments’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	$14.7M	Buy	42,100 +8,900	+27%	+$3.36M	0.34%	53
2026 Q2	$11.2M	Hold	33,200	–	–	0.25%	59
2026 Q1	$8.13M	Buy	33,200 +3,200	+11%	+$1.07M	0.23%	60
2025 Q4	$12.6M	Hold	30,000	–	–	0.28%	54
2025 Q3	$9.31M	Hold	30,000	–	–	0.18%	57
2025 Q2	$6.3M	Sell	30,000 -35,790	-54%	-$6.62M	0.12%	64
2025 Q1	$11.5M	Sell	65,790 -11,940	-15%	-$2.91M	0.28%	49
2024 Q4	$18.1M	Sell	77,730 -2,355	-3%	-$665K	0.37%	42
2024 Q3	$21.7M	Sell	80,085 -14,300	-15%	-$3.71M	0.45%	40
2024 Q2	$23.6M	Sell	94,385 -1,018	-1%	-$322K	0.51%	38
2024 Q1	$34.2M	Sell	95,403 -12,980	-12%	-$5.3M	0.73%	35
2023 Q4	$44.3M	Sell	108,383 -2,415	-2%	-$916K	1.02%	31
2023 Q3	$38.3M	Hold	110,798	–	–	0.98%	32
2023 Q2	$45.5M	Sell	110,798 -10,180	-8%	-$2.97M	1.08%	29
2023 Q1	$28.2M	Sell	120,978 -104,350	-46%	-$21.9M	0.76%	36
2022 Q4	$44.4M	Sell	225,328 -27,473	-11%	-$4.89M	1.49%	25
2022 Q3	$50.2M	Buy	252,801 +135,434	+115%	+$39.5M	1.42%	24
2022 Q2	$30.5M	Buy	117,367 +59,794	+104%	+$18.7M	1.39%	26
2022 Q1	$25.5M	Buy	57,573 +3,350	+6%	+$1.31M	0.69%	33
2021 Q4	$28.7M	Sell	54,223 -714	-1%	-$366K	0.6%	35
2021 Q3	$25.9M	Sell	54,937 -181	-0.3%	-$72.9K	0.49%	40
2021 Q2	$19.9M	Sell	55,118 -4,990	-8%	-$1.54M	0.35%	43
2021 Q1	$16.1M	Buy	60,108 +8,850	+17%	+$3.14M	0.31%	43
2020 Q4	$18.4M	Buy	51,258 +14,250	+39%	+$3.98M	0.32%	39
2020 Q3	$8.57M	Sell	37,008 -5,895	-14%	-$1.28M	0.17%	44
2020 Q2	$9.71M	Buy	42,903 +13,983	+48%	+$2.59M	0.23%	39
2020 Q1	$3.95M	Buy	28,920 +7,705	+36%	+$1.14M	0.15%	38
2019 Q4	$2.79M	Buy	21,215 +8,065	+61%	+$1.06M	0.1%	43
2019 Q3	$1.58M	Sell	13,150 -363	-3%	-$52.4K	0.06%	52
2019 Q2	$2.06M	Buy	+13,513	New	+$1.96M	0.07%	49

Other funds holding MDB

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 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

Zevenbergen Capital Investments's MDB Position: Q3 2026 in Review

Zevenbergen Capital Investments increased its MongoDB (MDB) stake by 27% in Q3 2026, buying an estimated $3.36M and bringing the position to 42,100 shares worth $14.7M. The position accounts for 0.34% of the portfolio, ranked #53.

Zevenbergen Capital Investments first reported a position in MDB in Q2 2019 and has held it in 30 quarters since. The position peaked at $50.2M in Q3 2022. 24 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

Zevenbergen Capital Investments held 42,100 shares of MongoDB worth $14.7M as of Q3 2026.
Zevenbergen Capital Investments bought 8,900 MongoDB shares in Q3 2026, an estimated $3.36M.
MongoDB made up 0.34% of Zevenbergen Capital Investments's portfolio in Q3 2026, its #53 holding.
Zevenbergen Capital Investments first reported a position in MongoDB in Q2 2019 and has held it in 30 quarters since.
Zevenbergen Capital Investments's MongoDB position peaked at $50.2M in Q3 2022.
24 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q3 2026, filed 8 Oct 2026.