MDB
MongoDB, Inc. · Technology · Software - Infrastructure
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow -25.8% ·
net new positions +6.2%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 163 | +3 | 53.68M | $18.01B | +8 | −6 |
| Q1 2026 | 164 | 0 | 52.37M | $12.85B | +7 | −8 |
| Q4 2025 | 163 | -1 | 58.62M | $24.59B | +3 | −3 |
| Q3 2025 | 26 | +2 | 36.47M | $11.03B | +3 | −2 |
| Q2 2025 | 22 | +3 | 26.40M | $5.54B | +3 | n/a |
| Q1 2025 | 16 | 0 | 10.14M | $1.78B | n/a | n/a |
| Q4 2024 | 16 | +1 | 8.41M | $1.96B | +3 | −2 |
| Q3 2024 | 14 | 0 | 9.72M | $2.63B | +1 | −1 |
| Q2 2024 | 14 | n/a | 11.16M | $2.79B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.61M | n/a | $375.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.56M | -50.5% | $364.04M | 0.1% | ▼ Trim | 3 | SEC ↗ ×8 |
| 3 | Geode Capital Management ✦ (passive) | 1.25M | +1.8% | $290.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | T. Rowe Price ✦ | 863.18K | -73.7% | $200.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 814.33K | +7.8% | $189.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 586.32K | +71.4% | $136.50M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 478.09K | +152.3% | $111.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Marshall Wace ✦ | 474.02K | New | $110.36M | 0.1% | New | 1 | SEC ↗ ×3 |
| 9 | Point72 Asset Management ✦ | 238.71K | +111.3% | $55.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | Capital World Investors ✦ | 230.61K | -34.4% | $53.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | PRIMECAP Management ✦ | 90.35K | +28.6% | $21.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 73.60K | -30.9% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 59.41K | New | $13.83M | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 37.13K | +92.1% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Baillie Gifford ✦ | 29.62K | -1.7% | $6.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Two Sigma Investments ✦ | 3.30K | New | $768,273 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $110.36M | 0.1% |
| Arrowstreet Capital | $13.83M | 0.0% |
| Two Sigma Investments | $768,273 | 0.0% |
Exited
| Renaissance Technologies | $18.46M | was 0.0% |
| Gotham Asset Management | $400,929 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 806 holders, 70.22M shares, $16.10B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 1.00K sh · $400,000
Director · 1.00K sh · $377,000
Director · 392 sh · $141,520
Director · 9.61K sh · $3.46M
Director · 3.00K sh · $1.08M
Director · 595 sh · $216,491
Director · 1.00K sh · $375,920
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology