13FPulse
MD

MDB MONGODB INC

2026Q2 · CUSIP 60937P106 · Data & AI Software · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
847
Institutions that reported holding it to the SEC
Net increase in holders
+35
Last quarter 812 → now 847
How unusual is that
Top 10%
Stronger buying than 91% of US stocks
What the filings say, in one paragraph

847 funds held MDB at the end of 2026Q2, up 35 from the quarter before. That is stronger buying than 91.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.8B(YoY +25.4%), the P/E is 528.7x, return on equity is 2.0%. MDB has had 20 buying rushes in its history, and the price moved +7.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Data & AI Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2018Q1: holders=86 2018Q2: holders=142 2018Q3: holders=159 2018Q4: holders=185 2019Q1: holders=222 2019Q2: holders=296 2019Q3: holders=282 2019Q4: holders=287 2020Q1: holders=297 2020Q2: holders=354 2020Q3: holders=372 2020Q4: holders=434 2021Q1: holders=459 2021Q2: holders=455 2021Q3: holders=502 2021Q4: holders=556 2022Q1: holders=566 2022Q2: holders=533 2022Q3: holders=502 2022Q4: holders=517 2023Q1: holders=521 2023Q2: holders=652 2023Q3: holders=660 2023Q4: holders=742 2024Q1: holders=732 2024Q2: holders=658 2024Q3: holders=662 2024Q4: holders=713 2025Q1: holders=664 2025Q2: holders=695 2025Q3: holders=778 2025Q4: holders=909 2026Q1: holders=812 2026Q2: holders=847 -131 -65.5 +0 +65.5 +131 77516955 18Q119Q120Q121Q122Q123Q124Q125Q126Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 20 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2025Q4 Top 5% -28.3% -7.5%
2025Q3 Top 5% +23.9% +4.8%
2025Q2 Top 10% +43.7% +55.3%
2024Q4 Top 10% -37.8% -34.0%
2023Q4 Top 5% -26.1% -20.3%
2023Q2 Top 1% in the market -2.7% +10.9%
2022Q1 Top 20% +32.3% +53.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
318
Change in large funds
+36
Total value they hold
$24.9B
Funds buying for the first time
165
Funds that sold out entirely
130
Price change that quarter
+13.8%
Funds holding puts (bearish)
36
Funds holding calls (bullish)
39

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
528.7
EPS (TTM)
$0.71
EPS YoY
Revenue (TTM)
$2.8B
Revenue YoY
+25.4%
Net margin
2.1%
ROE
2.0%
Debt ratio
21.1%
FCF (TTM)
$659M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-31: EPS -1.22 2022-01-31: EPS -1.27 2022-04-30: EPS -1.14 2022-07-31: EPS -1.74 2022-10-31: EPS -1.23 2023-01-31: EPS -0.92 2023-04-30: EPS -0.77 2023-07-31: EPS -0.53 2023-10-31: EPS -0.41 2024-01-31: EPS -0.77 2024-04-30: EPS -1.10 2024-07-31: EPS -0.74 2024-10-31: EPS -0.13 2025-01-31: EPS 0.24 2025-04-30: EPS -0.46 2025-07-31: EPS -0.58 2025-10-31: EPS -0.02 2026-01-31: EPS 0.18 2026-04-30: EPS 0.05 2026-07-31: EPS 0.50 0M 386M 772M $M -1.91 -0.68 0.55 201720182019202020212022202320242025202607/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
476 515 555 2026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-47M76M199M 2017201820192020202120222023202420252026
Latest quarter $199M (2026-04-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-07-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.