Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mongodb Inc (MDB)

807 + 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
↓ -86
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — MDB

Based on 812 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MDB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
812 funds currently hold this stock — 90% of the 3.0-year high of 898 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+166 new funds entered over the past year (+26% 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 — 51% buying

477 buying467 selling
Last quarter: 477 funds bought or added vs 467 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.
⚠️

Fewer new buyers each quarter (-105 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 152 → 191 → 236 → 131. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 24% medium 24% new
423 out of 812 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.
💎

Buying through price weakness — shares -7%, value -47%

Value
-46%
Shares
-6%
Last quarter: funds added -7% more shares while total portfolio value only changed -47%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~131 new funds/quarter

105 → 152 → 191 → 236 → 131 new funds/Q
New funds entering each quarter: 152 → 191 → 236 → 131. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 28% newcomers

62% veterans 10% 1-2yr 28% new
Entry-cohort mix of 871 holders: 536 (62%) are 2+ year veterans, 89 entered 1–2 years ago, and 246 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
67 of 807 holders are among the 100 largest funds by AUM, controlling 40% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 477 hedge funds were net buyers of MDB (131 opened a new position, 346 added to an existing one), while 467 reduced or exited (250 trimmed, 217 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 40% of total institutional value in MDB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -86 funds (more exits than new entries). Total institutional holders: 812.

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

-- --

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

Is It Too Late to Buy Mongodb Inc (MDB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MDB has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
MDB
+40.0%
XLK
+39.1%

MDB outperformed XLK by +0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
MDB
+9.8%
XLK
+4.8%

Since the filing became public, MDB outperformed XLK by +5.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

52 top-rated funds 7 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: MDB
807 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 807 898 -10.13%
13F Shares 78M 84M -6.69%
Total Value $18.15B $33.97B -46.58%
New Positions 129 236 -107
Increased Positions 324 298 +26
Closed Positions 220 102 +118
Reduced Positions 244 271 -27
Total Calls 30 34 -11.76%
Total Puts 33 35 -5.71%
PUT/CALL Ratio 1.1 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)

807 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Daventry Group, LP 22.88% 82,105 $20.1M
2 Lead Edge Capital Management, LLC 10.23% 170,425 $41.7M
3 Arthedge Capital Management, LLC 5.43% 25,600 $6.3M
4 Spyglass Capital Management LLC 4.67% 253,174 $62.0M
5 Sunstone Asset Management, L.P. 4.60% 15,996 $3.9M
6 ValueAct Holdings, L.P. 4.45% 1,037,800 $254.0M
7 Manchester Global Management (UK) Ltd 3.84% 117,499 $28.8M
8 Jericho Capital Asset Management L.P. 3.61% 996,540 $243.9M
9 Montaka Global Pty Ltd 3.44% 23,499 $5.8M
10 Alessandra Capital Management, LLC 3.32% 8,914 $3.7M
11 Octahedron Capital Management L.P. 3.26% 18,300 $4.5M
12 Avala Global LP 3.16% 269,072 $65.9M
13 Pursue Wealth Partners LLC 2.86% 19,564 $4.8M
14 Firsthand Capital Management, Inc. 2.61% 5,000 $1.2M
15 Glynn Capital Management LLC 2.57% 21,964 $5.4M
16 Capital Impact Advisors, LLC 2.26% 22,881 $5.6M
17 Tremblant Capital Group 2.11% 267,458 $65.5M
18 Peregrine Investment Management Inc 2.00% 10,400 $2.5M
19 Cypress Point Investment Management LP 1.85% 32,140 $7.9M
20 Bourgeon Capital Management LLC 1.83% 43,229 $10.6M
21 WJ Financial Advisors LLC 1.47% 7,420 $1.8M
22 Bienville Capital Management, LLC 1.46% 32,722 $8.0M
23 Sphera Management Technology Funds Ltd 1.38% 10,000 $2.4M
24 SRS Investment Management, LLC 1.36% 526,942 $129.0M
25 Sora Investors LLC 1.33% 58,863 $14.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MDB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MDB?

Slight buying edge — 51% buying: Last quarter: 477 funds bought or added vs 467 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 — 40% AUM from top-100 funds: 67 of 807 holders are among the 100 largest funds by AUM, controlling 40% 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: 423 out of 812 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.

Is it too late to buy Mongodb Inc (MDB) following the 2026 Q1 hedge fund 13F filings?

As of today, MDB has moved +9.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of +5.0%. Since the quarter end (March 31, 2026), MDB has gained +40.0% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →