Mongodb Inc (MDB) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $11.4B

MDB ranks #559 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

895 institutions disclose a position in MDB, but none treat it as a major bet — even Kinetic Partners Management, LP, its most concentrated holder, allocates just 3.4% of its own portfolio to it.

Cliff Asness has added to its MDB position for two straight quarters, increasing it by $263.3M to reach $505.1M today.

ValueAct Holdings, L.P. has trimmed its MDB position for two straight quarters, cutting it by $534.8M while still holding $55.7M.

MDB is down 4.2% today, but institutions show net buying of $11.4B this quarter — a divergence between today's price move and the underlying institutional flow.

MDB reported a net loss of $29.1M over the trailing twelve months.

• Not yet profitable — net loss of $29.1M over the trailing twelve months
• Revenue grew 23.6% year over year
• Net income improved year over year, from -$86.1M to -$29.1M
• Generated $505.1M in positive operating cash flow
• Current ratio of 4.65x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.27x equity — within a conventional range