Follow-The-Filings

Security

MDB

Mongodb Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 2 new 3 exits max 4.5% (Valueact Capital - Valuea...)

grid → activity → earnings →
owners 17
max % 4.5%
tracked value $5.6B
qoq N 2 A 4 R 8 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Valueact Capital - Valueact Holdings, L.P. 2026 Q1 4.5% Reduce -3.96 pp 1,037,800 $254M hist
Eminence Capital, LP 2026 Q1 0.9% Exit -0.91 pp 163,008 $40M hist
Alex Sacerdote - Whale Rock Capital Management LLC 2026 Q1 0.7% Reduce -2.51 pp 224,648 $55M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add +0.02 pp 1,312,130 $318M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Reduce -0.19 pp 474,357 $116M hist
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.15 pp 247,753 $104M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce -0.20 pp 931,570 $228M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.06 pp 1,369,632 $575M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce +0.01 pp 8,642,666 $3.6B hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -0.11 pp 153,763 $38M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 140,780 $34M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Add +0.05 pp 49,494 $12M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add -0.02 pp 399,310 $98M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.03 pp 557,057 $136M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add -0.01 pp 47,493 $12M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 2,391 $585 hist
Ancora Advisors LLC 2026 Q1 0.0% New 0.0% 21 $5 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.2% Exit -0.18 pp 479,500 $201M hist
Davidson Kempner Capital Management LP exited 2026 Q1 last 2025 Q4 0.2% Exit -0.17 pp 25,000 $10M hist
George Soros - Soros Fund Management LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.14 pp 28,373 $12M hist

17 current · 3 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 5.03,5.07 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 FORM 4 Filing Doc
DEFA14A DEF 14A Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A DEFA14A Filing Doc

Updated 2 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $1.28B $1.68B $2.01B $2.46B
Gross profit $934.74M $1.26B $1.47B $1.77B
Gross margin * 72.8% 74.8% 73.3% 71.7%
Net income -$345.4M -$176.6M -$129.07M -$71.15M
Net margin * -26.9% -10.5% -6.4% -2.9%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $2.24B $2.48B $2.92B $3.11B
Total non-current assets * $352.31M $386.01M $506.77M $643.99M
Total assets $2.59B $2.87B $3.43B $3.76B
Total current liabilities $588.51M $564.22M $561.99M $669.5M
Total non-current liabilities * $1.26B $1.24B $86.08M $136.99M
Total equity $739.51M $1.07B $2.78B $2.95B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations -$12.97M $121.48M $150.19M $505.15M
Cash from investing -$33.31M $188.02M -$657.44M $538.82M
Cash from financing $30.2M $38.24M $202.06M -$462.44M
Net change in cash -$18.08M $347.3M -$310.89M $593.87M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders