MDB — MONGODB INC

Ownership history in ValueAct Holdings, L.P.  ·  3 quarters on record

This page tracks every 13F SEC filing in which ValueAct Holdings, L.P. reported a position in MONGODB INC (MDB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.4% (2025 Q4)
Avg. % of fund
5.73%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,406,800 -711,400 -33.6% 8.40% $590.4M $419.69
2025 Q3 ADDED 2,118,200 +1,427,700 +206.8% 6.19% $367.2M $310.38
2025 Q2 INITIATED 690,500 — — 2.59% $145.0M $209.99
% of Fund (quarterly)    MDB price (monthly, adj. close)

Other funds also holding MDB

As of 2025 Q4 — sorted by position size

Daventry Group, LP 3Y 18.89% Lead Edge Capital Management, LLC 3Y 13.78% Arthedge Capital Management, LLC 3Y 7.04% Manchester Global Management (UK) Ltd 3Y 6.33% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 6.21% Avala Global LP 3Y 6.01% Spyglass Capital Management LLC 3Y 7Y 5.57% Jericho Capital Asset Management L.P. 3Y 7Y 4.77% Montaka Global Pty Ltd 4.32% Firsthand Capital Management, Inc. 3Y 7Y 3.9%
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