MDB
MongoDB, Inc. · Technology · Software - Infrastructure
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom +17.7% ·
netto nieuwe posities +3.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 8.99M | +5.0% | $2.79B | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passief) | 4.99M | +3.6% | $1.55B | 0.0% | ▲ Add | 2 | SEC ↗ ×21 |
| 3 | Morgan Stanley ✦ | 2.72M | n/a | $844.25M | 0.1% | n/c | 1 | SEC ↗ ×15 |
| 4 | JPMorgan Chase ✦ | 2.25M | n/a | $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 ✦ (passief) | 1.76M | +3.8% | $545.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passief) | 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 | n/a | $120.76M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 19 | Tiger Global Management ✦ | 341.00K | Nieuw | $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 | Nieuw | $11.02M | 0.3% | New | 1 | SEC ↗ |
| 25 | Duquesne Family Office ✦ | 17.71K | Nieuw | $5.50M | 0.1% | New | 1 | SEC ↗ |
| 26 | Gotham Asset Management ✦ | 5.41K | -73.5% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Tiger Global Management | $105.84M | 0.3% |
| Soros Fund Management | $11.02M | 0.3% |
| Duquesne Family Office | $5.50M | 0.1% |
Verlaten
| Norges Bank | $164.34M | was 0.0% |
| Baillie Gifford | $3.75M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 806 houders, 70.22M aandelen, $16.10B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Director · 1.00K aand · $400,000
Director · 1.00K aand · $377,000
Director · 392 aand · $141,520
Director · 9.61K aand · $3.46M
Director · 3.00K aand · $1.08M
Director · 595 aand · $216,491
Director · 1.00K aand · $375,920
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie