MONGODB INC MDB
CL A · Common Stock · CUSIP 60937P106 · ISIN US60937P1066
American software company
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersNew York, NY
- Founded2007
- Websitemongodb.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($71.3m this quarter). Holder counts are more reliable. Shares outstanding: 81.4m as of 2025-11-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $419.43. Options: 43 managers hold calls ($2.9bn notional), 41 hold puts ($3.0bn).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 510 |
| Q4 2022 | 521 |
| Q1 2023 | 528 |
| Q2 2023 | 664 |
| Q3 2023 | 669 |
| Q4 2023 | 749 |
| Q1 2024 | 737 |
| Q2 2024 | 662 |
| Q3 2024 | 671 |
| Q4 2024 | 714 |
| Q1 2025 | 666 |
| Q2 2025 | 694 |
| Q3 2025 | 779 |
| Q4 2025 | 916 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 401 | 339 |
| Q2 2024 | 321 | 398 |
| Q3 2024 | 353 | 305 |
| Q4 2024 | 378 | 294 |
| Q1 2025 | 364 | 344 |
| Q2 2025 | 389 | 335 |
| Q3 2025 | 430 | 340 |
| Q4 2025 | 497 | 355 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $1.2bn | $1.7bn | 1.44 |
| Q2 2025 | $1.5bn | $2.3bn | 1.57 |
| Q3 2025 | $2.8bn | $3.7bn | 1.33 |
| Q4 2025 | $2.9bn | $3.0bn | 1.03 |
Biggest buyers
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +825.9k |
| BlackRock, Inc. | Added | +799.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +614.6k |
| Capital World Investors | Added | +552.4k |
| FMR LLC | Added | +394.8k |
| T. Rowe Price Investment Management, Inc. | Added | +381.6k |
| Polar Capital Holdings Plc | Added | +379.3k |
| BAILLIE GIFFORD & CO | New | +267.3k |
| Danica Pension, Livsforsikringsaktieselskab | New | +255.2k |
| FEDERATED HERMES, INC. | Added | +254.1k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.3m |
| JPMORGAN CHASE & CO | Reduced | -1.2m |
| Amundi | Reduced | -1.2m |
| FIL Ltd | Reduced | -712.2k |
| ValueAct Holdings, L.P. | Reduced | -711.4k |
| Point72 Asset Management, L.P. | Reduced | -619.5k |
| JANE STREET GROUP, LLC | Reduced | -436.6k |
| ROYAL BANK OF CANADA | Reduced | -429.8k |
| BANK OF AMERICA CORP /DE/ | Reduced | -423.2k |
| Altshuler Shaham Ltd | Reduced | -402.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $816.3m1.9m shares |
| CITADEL ADVISORS LLC | Reduced | $407.0m969.7k shares |
| PEAK6 LLC | Reduced | $316.9m755.0k shares |
| IMC-Chicago, LLC | Reduced | $301.3m718.0k shares |
| JANE STREET GROUP, LLC | Reduced | $230.2m548.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $93.8m223.6k shares |
| Walleye Trading LLC | Added | $92.1m219.5k shares |
| Optiver Holding B.V. | Added | $89.8m213.9k shares |
| Qube Research & Technologies Ltd | Reduced | $80.4m191.5k shares |
| Squarepoint Ops LLC | Reduced | $62.0m147.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $478.2m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $474.9m1.1m shares |
| IMC-Chicago, LLC | Added | $330.0m786.3k shares |
| JANE STREET GROUP, LLC | Reduced | $206.2m491.2k shares |
| PEAK6 LLC | Reduced | $199.7m475.8k shares |
| D. E. Shaw & Co., Inc. | Reduced | $167.2m398.4k shares |
| Walleye Trading LLC | Added | $143.2m341.1k shares |
| UBS Group AG | Added | $87.6m208.8k shares |
| Optiver Holding B.V. | Reduced | $81.9m195.1k shares |
| BARCLAYS PLC | Reduced | $73.4m174.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-23 | 5.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 6 | $77.5m | $66.6m |
| Q2 2024 | 0 | — | 8 | $22.0m | $10.5m |
| Q3 2024 | 0 | — | 6 | $10.8m | $9.5m |
| Q4 2024 | 0 | — | 6 | $14.9m | $13.5m |
| Q1 2025 | 0 | — | 5 | $11.8m | $10.9m |
| Q2 2025 | 0 | — | 6 | $10.6m | $6.9m |
| Q3 2025 | 0 | — | 7 | $35.8m | $35.0m |
| Q4 2025 | 0 | — | 5 | $32.8m | $22.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-17 | Cochran Hope F Director | Sold plan | $660.6k1.6k shares |
| 2025-12-16 | Cochran Hope F Director | Sold plan | $410.0k1.0k shares |
| 2025-12-15 | MERRIMAN DWIGHT A Director · By Trust | Sold plan | $1.6m3.8k shares |
| 2025-12-15 | MERRIMAN DWIGHT A Director | Sold plan | $917.4k2.2k shares |
| 2025-12-12 | MERRIMAN DWIGHT A Director | Sold plan | $4.2m10.0k shares |
| 2025-12-08 | Bull Thomas Chief Accounting Officer | Sold plan | $229.7k555 shares |
| 2025-12-05 | BOTHA ROELOF Director · By Estate Planning Vehicles | Sold | $10.1m24.9k shares |
| 2025-12-02 | MERRIMAN DWIGHT A Director | Sold plan | $1.6m4.0k shares |
| 2025-12-01 | Hazard Charles M Jr Director | Sold plan | $271.7k833 shares |
| 2025-12-01 | Hazard Charles M Jr Director | Sold plan | $54.1k166 shares |
| 2025-11-14 | MERRIMAN DWIGHT A Director | Sold plan | $3.4m10.0k shares |
| 2025-11-12 | MERRIMAN DWIGHT A Director · By Trust | Sold plan | $2.2m6.0k shares |
| 2025-11-03 | Hazard Charles M Jr Director | Sold plan | $319.6k833 shares |
| 2025-11-03 | Hazard Charles M Jr Director | Sold plan | $63.7k166 shares |
| 2025-10-27 | MERRIMAN DWIGHT A Director | Sold plan | $1.4m4.0k shares |
| 2025-10-16 | MERRIMAN DWIGHT A Director | Sold plan | $644.0k2.0k shares |
| 2025-10-15 | MERRIMAN DWIGHT A Director | Sold plan | $1.3m4.0k shares |
| 2025-10-14 | MERRIMAN DWIGHT A Director | Sold plan | $2.3m7.5k shares |
| 2025-10-14 | MERRIMAN DWIGHT A Director | Sold plan | $773.4k2.5k shares |
| 2025-10-01 | Hazard Charles M Jr Director | Sold plan | $259.8k833 shares |
| 2025-10-01 | Hazard Charles M Jr Director | Sold plan | $51.8k166 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 8.6m $3.6bn | Reduced -343.0k |
| BlackRock, Inc. 0.04% of their portfolio | 5.8m $2.4bn | Added +799.7k |
| FMR LLC 0.05% of their portfolio | 2.4m $999.1m | Added +394.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 1.9m $782.6m | Reduced -88.3k |
| STATE STREET CORP 0.03% of their portfolio | 1.8m $754.1m | Added +40.2k |
| D. E. Shaw & Co., Inc. 0.47% of their portfolio | 1.5m $611.7m | Added +115.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 1.4m $604.4m | Added +9.7k |
| ValueAct Holdings, L.P. 8.40% of their portfolio | 1.4m $590.4m | Reduced -711.4k |
| MORGAN STANLEY 0.03% of their portfolio | 1.4m $579.7m | Reduced -1.3m |
| NORGES BANK 0.06% of their portfolio | 1.4m $574.8m | Not comparable |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.33% of their portfolio | 1.3m $560.9m | Added +239.3k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.44% of their portfolio | 1.2m $497.9m | Added +825.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% of their portfolio | 1.2m $484.6m | Reduced -129.3k |
| Invesco Ltd. 0.04% of their portfolio | 1.1m $446.4m | Added +153.4k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 1.0m $429.0m | Reduced -1.2m |
| Jericho Capital Asset Management L.P. 4.77% of their portfolio | 996.5k $418.2m | Reduced -382.0k |
| Capital World Investors 0.06% of their portfolio | 980.2k $411.4m | Added +552.4k |
| T. Rowe Price Investment Management, Inc. 0.16% of their portfolio | 953.6k $400.2m | Added +381.6k |
| CITADEL ADVISORS LLC 0.25% of their portfolio | 861.7k $361.7m | Added +160.4k |
| PRIMECAP MANAGEMENT CO/CA/ 0.27% of their portfolio | 848.3k $356.0m | Reduced -141.0k |
| 1832 Asset Management L.P. 0.40% of their portfolio | 753.3k $316.2m | Reduced -106.4k |
| Swedbank AB 0.30% of their portfolio | 729.7k $306.3m | Reduced -1.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.10% of their portfolio | 715.1k $300.1m | Added +614.6k |
| Point72 Asset Management, L.P. 0.47% of their portfolio | 713.0k $299.2m | Reduced -619.5k |
| Whale Rock Capital Management LLC 3.22% of their portfolio | 600.0k $251.8m | Added +47.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.25% of their portfolio | 595.9k $250.1m | Reduced -120.9k |
| DEUTSCHE BANK AG\ 0.08% of their portfolio | 576.5k $242.0m | Reduced -123.7k |
| AQR CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 576.2k $241.8m | Reduced -2.5k |
| FEDERATED HERMES, INC. 0.39% of their portfolio | 561.7k $235.7m | Added +254.1k |
| FRED ALGER MANAGEMENT, LLC 0.92% of their portfolio | 561.6k $235.7m | Added +38.2k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 553.5k $232.3m | Reduced -423.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.27% of their portfolio | 552.5k $231.9m | Added +25.3k |
| SRS Investment Management, LLC 2.32% of their portfolio | 525.6k $220.6m | Reduced -14.1k |
| Legal & General Group Plc 0.05% of their portfolio | 524.3k $220.0m | Reduced -6.1k |
| UBS Group AG 0.04% of their portfolio | 517.7k $217.3m | Added +112.2k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 510.3k $214.2m | Added +15 |
| CITIGROUP INC 0.14% of their portfolio | 489.6k $205.5m | Added +53.3k |
| Employees Provident Fund Board 1.49% of their portfolio | 484.6k $203.4m | Reduced -28.2k |
| MARSHALL WACE, LLP 0.19% of their portfolio | 479.5k $201.2m | Added +208.2k |
| FIL Ltd 0.15% of their portfolio | 477.5k $200.4m | Reduced -712.2k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 475.7k $199.6m | Reduced -176.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.33% of their portfolio | 474.3k $199.0m | Reduced -253.6k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 463.1k $194.4m | Added +74.0k |
| FIRST TRUST ADVISORS LP 0.14% of their portfolio | 447.0k $187.6m | Added +58.1k |
| Polar Capital Holdings Plc 0.83% of their portfolio | 431.2k $181.0m | Added +379.3k |
| Artisan Partners Limited Partnership 0.28% of their portfolio | 428.5k $179.8m | Added +52.8k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 428.3k $179.8m | Added +88.1k |
| Ensign Peak Advisors, Inc 0.30% of their portfolio | 405.6k $170.2m | Reduced -135.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 385.7k $161.9m | Added +10.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.21% of their portfolio | 362.6k $152.2m | Added +63.9k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 362.4k $152.1m | Reduced -16.4k |
| Harel Insurance Investments & Financial Services Ltd. 1.29% of their portfolio | 354.7k $148.9m | Added +189.8k |
| Robeco Institutional Asset Management B.V. 0.21% of their portfolio | 345.6k $145.0m | Added +141.8k |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 337.0k $141.4m | Reduced -75.6k |
| Amundi 0.04% of their portfolio | 319.6k $134.1m | Reduced -1.2m |
| FRONTIER CAPITAL MANAGEMENT CO LLC 1.35% of their portfolio | 302.1k $126.8m | Added +17.4k |
| Avala Global LP 6.01% of their portfolio | 299.2k $125.6m | Added +24.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.08% of their portfolio | 298.9k $125.4m | Added +153.2k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 298.4k $125.5m | Reduced -48.0k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 3.50% of their portfolio | 296.7k $124.5m | Added +24.5k |
| Balyasny Asset Management L.P. 0.23% of their portfolio | 296.6k $124.5m | Added +232.5k |
| Qube Research & Technologies Ltd 0.18% of their portfolio | 296.1k $124.2m | Added +229.9k |
| BLAIR WILLIAM & CO/IL 0.33% of their portfolio | 293.9k $123.3m | Reduced -6.1k |
| Pictet Asset Management Holding SA 0.12% of their portfolio | 293.3k $123.1m | Reduced -46.4k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 290.8k $122.0m | Reduced -45.5k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 274.9k $115.4m | Reduced -429.8k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 267.5k $112.3m | Reduced -22.1k |
| BAILLIE GIFFORD & CO 0.09% of their portfolio | 267.3k $112.2m | New |
| Champlain Investment Partners, LLC 1.13% of their portfolio | 266.1k $111.7m | Reduced -278.8k |
| Spyglass Capital Management LLC 5.57% of their portfolio | 265.3k $111.3m | Reduced -74.5k |
| Danica Pension, Livsforsikringsaktieselskab 1.54% of their portfolio | 255.2k $107.1m | New |
| TWO SIGMA INVESTMENTS, LP 0.16% of their portfolio | 247.8k $104.0m | Added +169.3k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 234.6k $98.6m | Reduced -369.4k |
| Nuveen, LLC 0.02% of their portfolio | 225.2k $94.5m | Reduced -15.1k |
| Swiss National Bank 0.06% of their portfolio | 222.7k $93.5m | Reduced -12.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 220.3k $92.4m | Added +52.5k |
| BARCLAYS PLC 0.04% of their portfolio | 209.8k $88.1m | Reduced -5.7k |
| Contour Asset Management LLC 1.95% of their portfolio | 198.9k $83.5m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 192.7k $80.9m | Reduced -5.3k |
| Fiera Capital Corp 0.24% of their portfolio | 183.0k $76.8m | Added +46.1k |
| Squarepoint Ops LLC 0.15% of their portfolio | 172.8k $72.5m | New |
| NOMURA ASSET MANAGEMENT CO LTD 0.18% of their portfolio | 168.1k $70.5m | Reduced -6.8k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 163.2k $68.5m | Added +13.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.28% of their portfolio | 159.5k $67.0m | Reduced -21.8k |
| Candriam S.C.A. 0.33% of their portfolio | 158.1k $66.4m | Added +11.4k |
| EMINENCE CAPITAL, LP 1.03% of their portfolio | 155.8k $65.4m | Reduced -277.2k |
| OSSIAM 1.27% of their portfolio | 151.1k $63.4m | Added +389 |
| PRUDENTIAL FINANCIAL INC 0.08% of their portfolio | 148.3k $62.3m | Added +142.3k |
| ING GROEP NV 0.37% of their portfolio | 145.0k $60.9m | Unchanged |
| LMR Partners LLP 0.55% of their portfolio | 137.0k $57.5m | Reduced -38.5k |
| California Public Employees Retirement System 0.03% of their portfolio | 134.8k $56.6m | Added +95 |
| Rokos Capital Management LLP 0.81% of their portfolio | 131.2k $55.1m | New |
| Kinetic Partners Management, LP 2.66% of their portfolio | 130.6k $54.8m | Reduced -65.2k |
| Lead Edge Capital Management, LLC 13.78% of their portfolio | 128.1k $53.7m | Reduced -60.5k |
| National Pension Service 0.04% of their portfolio | 127.3k $53.4m | Added +124.7k |
| Handelsbanken Fonder AB 0.16% of their portfolio | 123.0k $51.6m | Added +108.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 121.7k $51.1m | Reduced -564 |
| CI INVESTMENTS INC. 0.22% of their portfolio | 117.9k $49.5m | Added +48.6k |
| Manchester Global Management (UK) Ltd 6.33% of their portfolio | 112.0k $47.0m | Reduced -25.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 111.0k $46.6m | Added +38.1k |