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MongoDB, Inc.

MDB Technology
$362.21 $-11.66 (-3.12%)
Market Cap: $29.18 B
Gurus Holding
7
Popularity Rank
#1002
% of Shares Held
2.23%
Net Activity (Q2 2026)
-$417.3 M

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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $650.54 M.

Top institutional holders include Cliff Asness and ValueAct Capital (Mason Morfit).

Institutional sentiment is currently Bearish. This is evidenced by a $417.3 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 673.8%. Conversely, Steven Cohen reduced exposure by 88.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$71.48 M
Total Buy Value
New Buys 1
Additions 2
-$488.78 M
Total Sell Value
Reductions 4
Sold Out 4

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
8
Net Buyers
3

FAQs for MongoDB, Inc. (MDB)

Major holders include Cliff Asness ($505.12 M), ValueAct Capital (Mason Morfit) ($55.66 M), Steven Cohen ($18.73 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.8 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $417.3 M, with 3 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 4 fully exited MDB. The total reported sell value was $488.78 M.

Yes, 1 managers opened new positions in MDB, and 2 increased their existing holdings. The total reported buy value was $71.48 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.18% Add 14.6% 1,503,774 $505.12 M Q2 2026
0.99% Reduce -84.0% 165,700 $55.66 M Q2 2026
0.02% Reduce -88.2% 55,762 $18.73 M Q2 2026
0.05% Reduce -26.3% 36,467 $12.25 M Q2 2026
0.01% Add 673.8% 18,502 $6.21 M Q2 2026
0.01% Reduce -76.8% 10,782 $3.62 M Q2 2026
0.00% New Buy 5,040 $1.69 M Q2 2026
Date
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SEC Form