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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
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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Zevenbergen Capital Investments's MDB Position: Q2 2026 in Review

Zevenbergen Capital Investments held its MongoDB (MDB) position steady in Q2 2026 at 33,200 shares worth $11.2M. The position accounts for 0.25% of the portfolio, ranked #59.

Zevenbergen Capital Investments first reported a position in MDB in Q2 2019 and has held it in 29 quarters since. The position peaked at $50.2M in Q3 2022. 260 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Zevenbergen Capital Investments held 33,200 shares of MongoDB worth $11.2M as of Q2 2026.
  • Zevenbergen Capital Investments left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up 0.25% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #59 holding.
  • Zevenbergen Capital Investments first reported a position in MongoDB in Q2 2019 and has held it in 29 quarters since.
  • Zevenbergen Capital Investments's MongoDB position peaked at $50.2M in Q3 2022.
  • 260 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.