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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.76 B.
Top institutional holders include Steven Cohen and ValueAct Capital (Mason Morfit).
Notably, ValueAct Capital (Mason Morfit) has expressed high conviction in this stock, allocating 6.19% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $48.41 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who increased their stake by 427.4%. Conversely, Joel Greenblatt reduced exposure by 73.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.69% | Reduce -31.2% | 1,332,489 | $413.58 M | Q3 2025 | |
| 6.19% | Add 206.8% | 2,118,200 | $367.19 M | Q3 2025 | |
| 0.12% | Reduce -47.9% | 578,725 | $179.62 M | Q3 2025 | |
| 0.33% | New Buy | 341,000 | $105.84 M | Q3 2025 | |
| 0.57% | New Buy | 136,932 | $42.5 M | Q3 2025 | |
| 0.04% | Reduce -26.0% | 92,900 | $28.83 M | Q3 2025 | |
| 0.16% | Add 427.4% | 36,953 | $11.47 M | Q3 2025 | |
| 0.16% | New Buy | 35,518 | $11.02 M | Q3 2025 | |
| 0.14% | New Buy | 17,710 | $5.5 M | Q3 2025 | |
| 0.01% | Reduce -73.5% | 5,409 | $1.68 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for MongoDB, Inc. (MDB)
Major holders include Steven Cohen ($413.58 M), ValueAct Capital (Mason Morfit) ($367.19 M), Cliff Asness ($179.62 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 4.7 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $48.41 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 $373.24 M.
Yes, 4 managers opened new positions in MDB, and 2 increased their existing holdings. The total reported buy value was $421.65 M.