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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.

Sources StockAnalysis company profile stockanalysis.com
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 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $293.9M Estimated from net added shares
Reduction amount $46.1M Estimated from net reduced shares
Net share change / base shares +245.2% +1,012,482 / 412,974
Soros Fund Management George Soros 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$11.0M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -20.1% 13F value change +$883,787
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 0 Last 4 periods +0 (New) Total shares 0 Value $0
ValueAct Holdings 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$145.0M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 206.8% 13F value change +$222.2M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -33.6% 13F value change +$223.2M
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 0 Last 4 periods +1,037,800 (New) Total shares 1,037,800 Value $254.0M
Whale Rock Capital Management Alex Sacerdote 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 1.6% 13F value change +$15.7M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 31.6% 13F value change +$83.3M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 8.7% 13F value change +$80.4M
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 412,974 Last 4 periods -188,326 (-45.6%) Total shares 224,648 Value $55.0M
Eminence Capital Ricky Sandler 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$134.4M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -64.0% 13F value change -$69.0M
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 0 Last 4 periods +163,008 (New) Total shares 163,008 Value $39.9M
Tiger Global Management Chase Coleman 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$105.8M
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 0 Last 4 periods +0 (New) Total shares 0 Value $0
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$5,497
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 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.