1 tracked superinvestor hold MONGODB INC (MDB), worth $56M combined, led by Mason Morfit. Smart money is trimming MDB as of the latest 13F filings.
Current price
$368.74
+14.5%
1Y
MongoDB, Inc. serves as a global provider of a versatile database platform. The company's offerings feature MongoDB Enterprise Advanced, a sophisticated commercial database server designed for corporate clients, which can be deployed in cloud, on-premises, or hybrid environments. It also presents MongoDB Atlas, a fully managed, multi-cloud database-as-a-service (DBaaS) solution. For developers…
Market cap
$21.2B
P/E
-302.83
Div yield
0.0%
Revenue YoY
22.8%
Analyst target
$448
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$56M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing MDB: 1 funds trimmed versus 0 adding.
MONGODB INC (MDB) is held by 1 tracked funds worth $56M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Mason Morfit at 1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 1% | $56M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
2 insiders filed SEC Form 144 for $11M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Merriman Dwight A | Director | 6,000 | $3M | 2026-08-17 |
| Merriman Dwight A | Director | 6,000 | $2M | 2026-07-16 |
| Merriman Dwight A | Director | 10,000 | $3M | 2026-07-14 |
| Hope Cochran | Director | 2,000 | $672K | 2026-07-01 |
| Merriman Dwight A | Director | 6,000 | $2M | 2026-06-15 |
Which superinvestors own MDB?
1 tracked funds hold MONGODB INC (MDB), the largest being Mason Morfit (ValueAct Capital) at 1% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling MDB?
In the most recent 13F quarter, 0 tracked funds added or opened MDB and 1 trimmed it.
How much MDB do tracked funds hold?
Combined disclosed long exposure to MDB across tracked superinvestors is $56M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.