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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $720.32 M.
Top institutional holders include ValueAct Capital (Mason Morfit) and Steven Cohen.
Notably, ValueAct Capital (Mason Morfit) has expressed high conviction in this stock, allocating 8.40% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $745.96 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Louis Moore Bacon reduced exposure by 80.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for MongoDB, Inc. (MDB)
Major holders include ValueAct Capital (Mason Morfit) ($590.42 M), Steven Cohen ($299.23 M), Cliff Asness ($241.84 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.77 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $745.96 M, with 2 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 4 fully exited MDB. The total reported sell value was $758.78 M.
Yes, 2 managers opened new positions in MDB, and 0 increased their existing holdings. The total reported buy value was $12.83 M.
