Guru Ownership Trend
Guru Analysis for MongoDB, Inc. (MDB)
MongoDB, Inc. (MDB), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.06 B.
Top institutional holders include Cliff Asness and ValueAct Capital (Mason Morfit).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $70.94 M net inflow during the quarter.
Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Louis Moore Bacon reduced exposure by 43.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for MongoDB, Inc. (MDB)
Major holders include Cliff Asness ($318.45 M), ValueAct Capital (Mason Morfit) ($254.02 M), Steven Cohen ($116.11 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.08 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $70.94 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited MDB. The total reported sell value was $161.57 M.
Yes, 3 managers opened new positions in MDB, and 3 increased their existing holdings. The total reported buy value was $232.51 M.
