ValueAct Capital (Mason Morfit)'s MDB Position Overview
ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 1.41 M shares of MongoDB, Inc. (MDB) worth $590.42 M, representing 8.40% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, ValueAct Capital (Mason Morfit) has maintained this position in MDB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 1.43 M shares. Largest reduction occurred in Q4 2025, reducing 711,400 shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital (Mason Morfit)'s MongoDB (MDB) Holding Value Over Time
Track share changes against reported price movement
Quarterly MongoDB (MDB) Trades by ValueAct Capital (Mason Morfit)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -711,400 | Reduce 33.59% | 1.41 M | $419.69 |
| Q3 2025 | +1.43 M | Add 206.76% | 2.12 M | $173.35 |
| Q2 2025 | +690,500 | New Buy | 690,500 | $209.99 |
ValueAct Capital (Mason Morfit)'s MongoDB Investment FAQs
ValueAct Capital (Mason Morfit) first purchased MongoDB, Inc. (MDB) in Q2 2025, acquiring 690,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital (Mason Morfit) has held MongoDB, Inc. (MDB) for 3 quarters since Q2 2025.
ValueAct Capital (Mason Morfit)'s largest addition to MongoDB, Inc. (MDB) was in Q3 2025, adding 2,118,200 shares worth $367.19 M.
According to the latest 13F filing for Q4 2025, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 1,406,800 shares of MongoDB, Inc. (MDB), valued at approximately $590.42 M.
As of the Q4 2025 filing, MongoDB, Inc. (MDB) represents approximately 8.40% of ValueAct Capital (Mason Morfit)'s publicly disclosed stock portfolio, making it one of their key holdings.
ValueAct Capital (Mason Morfit)'s peak holding in MongoDB, Inc. (MDB) was 2,118,200 shares, as reported at the end of Q3 2025.