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Creative Planning MDB Position History
MongoDB, Inc. • Technology
Quarters held
8
Latest value
$13.7M
Q3 2026
Peak value
$13.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $103K |
| Q3 2025 | $6.4M |
| Q4 2025 | $7.5M |
| Q1 2026 | $5.9M |
| Q2 2026 | $133K |
| Q2 2026 | $10.4M |
| Q3 2026 | $143K |
| Q3 2026 | $13.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.7M | 39.4K | — | — |
| Q3 2026 | $143K | 409 | — | — |
| Q2 2026 | $10.4M | 31.1K | — | — |
| Q2 2026 | $133K | 396 | — | — |
| Q1 2026 | $5.9M | 24.3K | — | — |
| Q4 2025 | $7.5M | 18.0K | — | — |
| Q3 2025 | $6.4M | 20.5K | — | — |
| Q3 2025 | $103K | 331 | — | — |
Other funds holding MDB
$649.6M
$649.6M
$585.2M
$492.1M
$469.8M
$465M
$462.2M
$451.4M