Stock thesis
Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.
MONGODB INC (MDB) is an equity security tracked from 13F filings in the seeded stock universe.
Neutral synthesis
Why this name is here
5 tracked funds report MDB in their latest available 13F, representing $565.0M of combined reported value on this page.
Counter-evidence
2 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.
Continue the work
Rows are narrowed by movement, fund type, and position size.
| Fund | Move | Read | Value | Weight |
|---|---|---|---|---|
| ValueAct Capital largest tracked holder Q1 2026 · filed May 15, 2026 · SEC filing | −26% | reported share count decreased | $254,022,306 | 4.45% |
| Jericho Capital Asset Management position history Q1 2026 · filed May 15, 2026 · SEC filing | — | latest reported holder | $243,923,097 | 3.61% |
| Whale Rock Capital Management position history Q1 2026 · filed May 15, 2026 · SEC filing | −63% | reported share count decreased | $54,987,091 | 0.71% |
| Tudor Investment Corp position history Q1 2026 · filed May 15, 2026 · SEC filing | +55% | reported share count increased | $11,360,265 | 0.06% |
| Sequoia Capital position history Q1 2026 · filed May 14, 2026 · SEC filing | NEW | new reported position | $662,348 | 0.01% |
SEC fundamentals
SEC Forms 4/5
Official-source analysis
We publish a cited report after an eligible official earnings filing is accepted and passes validation.
Options market
