Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MONGODB INC (MDB)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +127
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — MDB

Based on 851 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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 (100% of max)

100% of all-time peak
851 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 — +29% more funds vs a year ago

fund count last 6Q
+191 new funds entered over the past year (+29% 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.
🟢

More buyers than sellers — 60% buying

533 buying362 selling
Last quarter: 533 funds were net buyers (226 opened a brand new position + 307 added to an existing one). Only 362 were sellers (263 trimmed + 99 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+46 vs last Q)

new funds entering per quarter
Funds opening a new MDB position: 100 → 149 → 180 → 226. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 22% medium 29% new
418 out of 851 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.
💰

Price up while funds trimmed (+25% value, -8% shares)

Value
+24%
Shares
-7%
Last quarter: total value of institutional MDB holdings rose +25% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

127 → 100 → 149 → 180 → 226 new funds/Q
New funds entering each quarter: 100 → 149 → 180 → 226. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 11% 1-2yr 29% new
Of 918 current holders: 548 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
46 of 851 holders are among the 100 largest funds by AUM, controlling 41% 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

106 top-rated funds 15 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: MDB
2026 Q1 Stats Unlock in 22 days 918 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 918 789 16.35%
13F Shares 82M 89M -7.92%
Total Value $33.43B $26.76B 24.93%
New Positions 229 186 +43
Increased Positions 380 351 +29
Closed Positions 104 112 -8
Reduced Positions 380 324 +56
Total Calls 34 36 -5.56%
Total Puts 35 37 -5.41%
PUT/CALL Ratio 1.03 1.03 Neutral

Statistics: MDB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

918 + investors

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

Top 25 institutional holders of MDB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PURSUE WEALTH PARTNERS LLC 2.86% 19,564 $4.8M
2 PEREGRINE INVESTMENT MANAGEMENT INC 2.00% 10,400 $2.5M
3 BOURGEON CAPITAL MANAGEMENT LLC 1.83% 43,229 $10.6M
4 Red Spruce Capital, LLC 1.18% 11,770 $2.9M
5 Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.93% 7,400 $1.8M
6 Capelight Capital Asset Management LP 0.91% 5,000 $1.2M
7 Q Fund Management (Hong Kong) Ltd 0.53% 1,350 $567K
8 CONGRESS ASSET MANAGEMENT CO 0.53% 301,897 $73.9M
9 Slow Capital, Inc. 0.50% 15,702 $3.8M
10 Worthington Financial Partners, LLC 0.38% 1,825 $447K
11 Y-Intercept (Hong Kong) Ltd 0.31% 67,333 $16.5M
12 GraniteShares Advisors LLC 0.31% 1,749 $428K
13 Bayforest Capital Ltd 0.30% 1,081 $265K
14 TrueMark Investments, LLC 0.29% 6,172 $1.5M
15 Western Financial Corp/CA 0.29% 3,011 $737K
16 Covea Finance 0.27% 31,007 $7.6M
17 Oak Harvest Investment Services 0.25% 9,708 $2.4M
18 ZEVENBERGEN CAPITAL INVESTMENTS LLC 0.23% 33,200 $8.1M
19 Xcel Wealth Management, LLC 0.20% 2,945 $721K
20 BDF-GESTION 0.20% 6,047 $1.5M
21 Colonial River Investments, LLC 0.17% 1,938 $474K
22 LBP AM SA 0.17% 50,101 $12.3M
23 Robeco Institutional Asset Management B.V. 0.16% 468,505 $114.7M
24 Values First Advisors, Inc. 0.14% 1,097 $268K
25 PINKERTON WEALTH, LLC 0.12% 3,024 $1.3M
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

Frequently Asked Questions — MONGODB INC (MDB)

What does the Smart Money Trend signal show for MDB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, 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?

More buyers than sellers — 60% buying: Last quarter: 533 funds were net buyers (226 opened a brand new position + 307 added to an existing one). Only 362 were sellers (263 trimmed + 99 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MDB holders?

Elite ownership — 41% AUM from top-100 funds: 46 of 851 holders are among the 100 largest funds by AUM, controlling 41% 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?

49% of holders stayed for 2+ years: 418 out of 851 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.