NASDAQ · Technology

MONGODB INC MDB

MongoDB, Inc., together with its subsidiaries, provides general purpose database platform worldwide. The company offers MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premises, or in a hybrid environment; and Community Server, a free-to-download version of its database, which includes the functionality that developers need to get started with MongoDB.

Computer Software: Prepackaged Software

Company profile

Business mix

  • The company offers MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premises, or in a hybrid environment.
  • It offers professional services comprising consulting and training. The company was formerly known as 10gen, Inc. and changed its name to MongoDB, Inc. in August 2013.
  • MongoDB, Inc. was incorporated in 2007 and is headquartered in New York, New York.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 2.1% Buyback -5.87%
2026-06-07

Current firm holders

Firm Weight Value Filing period
ValueAct Holdings 4.4% $254.0M 2026-03-31
Whale Rock Capital Management Alex Sacerdote 0.7% $55.0M 2026-03-31
Eminence Capital Ricky Sandler 0.9% $39.9M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 5 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $1.8M Estimated from net added shares
Reduction amount $299.9M Estimated from net reduced shares
Net share change / base shares -44.1% -1,124,219 / 2,549,675
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$11.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 28,373 Last 1 periods -28,373 (-100.0%) Total shares 0 Value $0
ValueAct Holdings 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -26.2% 13F value change -$336.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,406,800 Last 1 periods -369,000 (-26.2%) Total shares 1,037,800 Value $254.0M
Whale Rock Capital Management Alex Sacerdote 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -62.6% 13F value change -$196.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 599,970 Last 1 periods -375,322 (-62.6%) Total shares 224,648 Value $55.0M
Eminence Capital Ricky Sandler 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 4.6% 13F value change -$25.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 155,822 Last 1 periods +7,186 (+4.6%) Total shares 163,008 Value $39.9M
Tiger Global Management Chase Coleman 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$105.8M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 341,000 Last 1 periods -341,000 (-100.0%) Total shares 0 Value $0
Duquesne Family Office Stanley Druckenmiller 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$5,497
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 17,710 Last 1 periods -17,710 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.