MDB
MongoDB, Inc. · Technology · Software - Infrastructure
Données momentum (gérants comparables) :
étendue des détenteurs +6.7% ·
flux d'actions -25.8% ·
nouvelles positions nettes +6.2%
— formule
Fragmentation de l'actionnariat — plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 165 | +3 | 54.02M | $18.12B | +8 | −4 |
| 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 | — |
| Q1 2025 | 16 | 0 | 10.14M | $1.78B | — | — |
| Q4 2024 | 16 | +1 | 8.41M | $1.96B | +3 | −2 |
| Q3 2024 | 14 | 0 | 9.72M | $2.63B | +1 | −1 |
| Q2 2024 | 14 | — | 11.16M | $2.79B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passif) | 1.61M | — | $375.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.56M | -50.5% | $364.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.56M | -50.5% | $364.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.56M | -50.5% | $364.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.56M | -50.5% | $364.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.56M | -50.5% | $364.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 1.56M | -50.5% | $364.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.56M | -50.5% | $364.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 1.56M | -50.5% | $364.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passif) | 1.25M | +1.8% | $290.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passif) | 1.25M | +1.8% | $290.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 863.18K | -73.7% | $200.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 863.18K | -73.7% | $200.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Norges Bank ✦ (passif) | 814.33K | +7.8% | $189.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 586.32K | +71.4% | $136.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 586.32K | +71.4% | $136.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Millennium Management ✦ | 478.09K | +152.3% | $111.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Marshall Wace ✦ | 474.02K | Nouveau | $110.36M | 0.1% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 474.02K | Nouveau | $110.36M | 0.1% | New | 1 | SEC ↗ |
| 20 | Marshall Wace ✦ | 474.02K | Nouveau | $110.36M | 0.1% | New | 1 | SEC ↗ |
| 21 | Point72 Asset Management ✦ | 238.71K | +111.3% | $55.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 22 | Capital World Investors ✦ | 230.61K | -34.4% | $53.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | PRIMECAP Management ✦ | 90.35K | +28.6% | $21.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 73.60K | -30.9% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Arrowstreet Capital ✦ | 59.41K | Nouveau | $13.83M | 0.0% | New | 1 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 37.13K | +92.1% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 37.13K | +92.1% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 37.13K | +92.1% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 37.13K | +92.1% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Baillie Gifford ✦ | 29.62K | -1.7% | $6.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Baillie Gifford ✦ | 29.62K | -1.7% | $6.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Baillie Gifford ✦ | 29.62K | -1.7% | $6.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Two Sigma Investments ✦ | 3.30K | Nouveau | $768,273 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Marshall Wace | $110.36M | 0.1% |
| Marshall Wace | $110.36M | 0.1% |
| Marshall Wace | $110.36M | 0.1% |
| Arrowstreet Capital | $13.83M | 0.0% |
| Two Sigma Investments | $768,273 | 0.0% |
Sorti(e)
| Renaissance Technologies | $18.46M | était 0.0% |
| Gotham Asset Management | $400,929 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 806 détenteurs, 70.22M actions, $16.10B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.