MDB
MongoDB, Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones +17.7% ·
nuevas posiciones netas +3.8%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 8.99M | +5.0% | $2.79B | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 4.99M | +3.6% | $1.55B | 0.0% | ▲ Add | 2 | SEC ↗ ×21 |
| 3 | Morgan Stanley ✦ | 2.72M | — | $844.25M | 0.1% | n/c | 1 | SEC ↗ ×15 |
| 4 | JPMorgan Chase ✦ | 2.25M | — | $698.57M | 0.0% | n/c | 1 | SEC ↗ ×22 |
| 5 | Fidelity (FMR) ✦ | 1.99M | +99.0% | $616.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | T. Rowe Price ✦ | 1.95M | +1630.9% | $606.20M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (pasivo) | 1.76M | +3.8% | $545.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 1.43M | +2.6% | $443.91M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | D. E. Shaw & Co. ✦ | 1.34M | +62.6% | $416.60M | 0.4% | ▲ Add | 6 | SEC ↗ |
| 10 | Point72 Asset Management ✦ | 1.33M | -31.2% | $413.58M | 1.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | ValueAct Capital ✦ | 2.12M | +206.8% | $367.19M | 6.2% | ▲ Add | 2 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 1.10M | +162.3% | $340.51M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 13 | PRIMECAP Management ✦ | 989.28K | -5.4% | $307.05M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 701.36K | +91.3% | $217.69M | 0.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 15 | AQR Capital Management ✦ | 578.73K | -47.9% | $179.62M | 0.1% | ▼ Trim | 6 | SEC ↗ ×7 |
| 16 | Capital World Investors ✦ | 427.75K | +5.7% | $132.76M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Millennium Management ✦ | 412.66K | -27.7% | $128.08M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 389.08K | — | $120.76M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 19 | Tiger Global Management ✦ | 341.00K | Nuevo | $105.84M | 0.3% | New | 1 | SEC ↗ |
| 20 | Marshall Wace ✦ | 271.27K | +77.0% | $84.20M | 0.1% | ▲ Add | 4 | SEC ↗ ×4 |
| 21 | Wellington Management ✦ | 167.77K | +16.9% | $52.07M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 22 | Renaissance Technologies ✦ | 92.90K | -26.0% | $28.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 78.41K | -63.3% | $24.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Soros Fund Management ✦ | 35.52K | Nuevo | $11.02M | 0.3% | New | 1 | SEC ↗ |
| 25 | Duquesne Family Office ✦ | 17.71K | Nuevo | $5.50M | 0.1% | New | 1 | SEC ↗ |
| 26 | Gotham Asset Management ✦ | 5.41K | -73.5% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Tiger Global Management | $105.84M | 0.3% |
| Soros Fund Management | $11.02M | 0.3% |
| Duquesne Family Office | $5.50M | 0.1% |
Posición cerrada
| Norges Bank | $164.34M | era 0.0% |
| Baillie Gifford | $3.75M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 806 tenedores, 70.22M acciones, $16.10B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 1.00K acc. · $377,000
Director · 392 acc. · $141,520
Director · 9.61K acc. · $3.46M
Director · 3.00K acc. · $1.08M
Director · 595 acc. · $216,491
Director · 1.00K acc. · $375,920
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología