CONGRESS ASSET MANAGEMENT CO MDB MongoDB, Inc.

Ownership history in CONGRESS ASSET MANAGEMENT CO  ·  7 quarters on record

AI Ownership Summary

CONGRESS ASSET MANAGEMENT CO reported MongoDB, Inc. (MDB) in 7 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.06% in 2026 Q2. The latest visible filing shows MDB at 1.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONGRESS ASSET MANAGEMENT CO's position in MongoDB, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MDB was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CONGRESS ASSET MANAGEMENT CO held MDB — position size vs. price
% of Fund (quarterly)    MDB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 511,227 +209,330 +69.3% 1.06% $171.7M 2026-07-07 $361.32
2026 Q1 ADDED 301,897 +201,203 +199.8% 0.53% $73.9M 2026-04-14 $233.60
2025 Q4 ADDED 100,694 +94,494 +1524.1% 0.30% $42.3M 2026-01-09 $408.12
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CONGRESS ASSET MANAGEMENT CO and MDB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONGRESS ASSET MANAGEMENT CO reported owning MDB?

CONGRESS ASSET MANAGEMENT CO reported MDB across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported MDB position in CONGRESS ASSET MANAGEMENT CO's portfolio?

The largest reported portfolio weight for MDB was 1.06% in 2026 Q2.

What is the latest reported MDB position on this page?

The most recent filing on this page is 2026 Q2, when CONGRESS ASSET MANAGEMENT CO reported 511,227 shares, equal to 1.06% of portfolio, with an estimated market value of $171.7M.

What does the chart on this MDB ownership page compare?

The chart compares CONGRESS ASSET MANAGEMENT CO's quarterly MDB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CONGRESS ASSET MANAGEMENT CO time their MDB position?

Based on 13F filing dates vs. subsequent MDB price moves, CONGRESS ASSET MANAGEMENT CO correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on MDB relative to SPY over the holding period was +37.9%.

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