Stock Analysis
Data Source: SEC EDGAR 13F
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Mongodb Inc (MDB)

861 + Investors. Track Smart Money conviction in MDB. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +62
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — MDB

Based on 877 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MDB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
877 hedge funds hold MDB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+194 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

527 buying401 selling
Last quarter: 527 funds bought or added vs 401 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+45 vs last Q)

new funds entering per quarter
Funds opening a new MDB position: 191 → 236 → 132 → 177. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 22% medium ■ 26% new
457 out of 877 hedge funds have held MDB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

153 → 191 → 236 → 132 → 177 new funds/Q
New funds entering each quarter: 191 → 236 → 132 → 177. MDB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 62% veterans vs 29% newcomers

■ 62% veterans ■ 10% 1-2yr ■ 29% new
Entry-cohort mix of 945 holders: 583 (62%) are 2+ year veterans, 91 entered 1–2 years ago, and 271 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
70 of 868 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in MDB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MDB

In 2026 Q2, 527 hedge funds were net buyers of MDB (177 opened a new position, 350 added to an existing one), while 401 reduced or exited (286 trimmed, 115 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 57% of total institutional value in MDB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +62 funds (more new holders than closures). Total institutional holders: 877.

Hedge Fund Ownership: MDB

How many hedge funds hold MDB — quarterly history vs. share price
Quarterly hedge fund ownership of MDB vs. share price

Market Analysis: MDB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MDB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

42 top-rated funds 7 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: MDB
2026 Q3 Stats Unlock in 21 days 861 + Investors

Track Smart Money conviction in MDB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 861 815 5.64%
13F Shares 86M 79M 8.92%
Total Value $27.33B $18.28B 49.5%
New Positions 174 132 +42
Increased Positions 332 327 +5
Closed Positions 119 216 -97
Reduced Positions 265 246 +19
Total Calls 39 30 30.0%
Total Puts 36 33 9.09%
PUT/CALL Ratio 0.92 1.1 Neutral

Statistics: MDB

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Institutional Holders (2026 Q2)

861 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MDB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MDB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Daventry Group, LP 17.38% 68,550 $23.0M
2 Spyglass Capital Management LLC 4.06% 223,226 $75.0M
3 Lead Edge Capital Management, LLC 3.95% 64,678 $21.7M
4 Soma Equity Partners LP 3.72% 158,960 $53.4M
5 Montaka Global Pty Ltd 3.42% 18,090 $6.1M
6 Kinetic Partners Management, LP 3.35% 417,606 $140.3M
7 Benchstone Capital Management LP 3.05% 75,114 $25.2M
8 Tremblant Capital Group 2.93% 303,538 $102.0M
9 Peregrine Investment Management Inc 2.92% 20,400 $6.9M
10 Pursue Wealth Partners LLC 2.79% 14,814 $5.0M
11 Capital Impact Advisors, LLC 2.79% 147,928 $49.7M
12 Manchester Global Management (UK) Ltd 2.76% 74,499 $25.0M
13 SRS Investment Management, LLC 2.29% 738,611 $248.1M
14 Ardmore Road Asset Management LP 2.25% 113,960 $38.3M
15 Wedbush Fund Advisers, LLC 2.19% 50,530 $21.2M
16 Light Street Capital Management, LLC 1.86% 50,000 $16.8M
17 Alessandra Capital Management, LLC 1.84% 7,721 $2.6M
18 Mirova 1.60% 128,865 $43.3M
19 Cypress Point Investment Management LP 1.57% 25,863 $8.7M
20 Sphera Management Technology Funds Ltd 1.51% 12,835 $4.3M
21 Taylor Frigon Capital Management LLC 1.42% 9,002 $3.0M
22 Alamar Capital Management, LLC 1.41% 8,299 $2.8M
23 WJ Financial Advisors LLC 1.37% 5,539 $1.9M
24 Red Spruce Capital, LLC 1.36% 11,625 $3.9M
25 Danica Pension, Livsforsikringsaktieselskab 1.35% 251,480 $84.5M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Mongodb Inc (MDB)

What does the Smart Money Trend signal show for MDB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MDB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MDB?

Slight buying edge — 57% buying: Last quarter: 527 funds bought or added vs 401 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MDB holders?

Elite ownership — 57% AUM from top-100 funds: 70 of 868 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in MDB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MDB?

52% of holders stayed for 2+ years: 457 out of 877 hedge funds have held MDB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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