MongoDB, Inc.
US ˙ NasdaqGM ˙ US60937P1066

SecurityMDB / MongoDB, Inc.
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership9,196 shares
Latest Disclosed Value $ 2,250,956
Advisory Services Network, LLC reports 21.96% decrease in ownership of MDB / MongoDB, Inc.

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 9,196 shares of MongoDB, Inc. (US:MDB) valued at $2,250,905 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,784 shares of MongoDB, Inc.. This represents a change in shares of -21.96% during the quarter. The current value of the position is $3,496,135 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MONGODB INC CL A Stock 60937P106 9,196 -2,588 -21.96 2,251 -54.50 0.0208
2026-02-17 2025-12-31 13F MONGODB INC CL A Stock 60937P106 11,784 5,917 100.85 4,946 171.70 0.0700
2025-11-18 2025-09-30 13F MONGODB Stock 60937P106 5,867 2,326 65.69 1,821 116.15 0.0267
2025-08-19 2025-06-30 13F MONGODB Stock 60937P106 3,541 -447 -11.21 842 20.46 0.0136
2025-05-15 2025-03-31 13F MONGODB Stock 60937P106 3,988 143 3.72 699 -21.90 0.0134
2025-02-13 2024-12-31 13F MONGODB Stock 60937P106 3,845 -65 -1.66 895 -8.39 0.0167
2024-11-14 2024-09-30 13F MONGODB Stock 60937P106 3,910 0 0.00 977 0.00 0.0202
2024-08-13 2024-06-30 13F MONGODB Stock 60937P106 3,910 -4,011 -50.64 977 -65.60 0.0202
2024-05-06 2024-03-31 13F MONGODB Stock 60937P106 7,921 871 12.35 2,841 -1.46 0.0630
2024-02-09 2023-12-31 13F MONGODB Stock 60937P106 7,050 800 12.80 2,882 33.36 0.0704
2023-11-14 2023-09-30 13F MONGODB Stock 60937P106 6,250 38 0.61 2,162 -15.35 0.0581
2023-08-09 2023-06-30 13F MONGODB Stock 60937P106 6,212 199 3.31 2,553 82.23 0.0680
2023-05-17 2023-03-31 13F MONGODB Stock 60937P106 6,013 -2,555 -29.82 1,402 -16.90 0.0388
2023-02-13 2022-12-31 13F MONGODB Stock 60937P106 8,568 2,695 45.89 1,687 44.60 0.0517
2022-11-14 2022-09-30 13F MONGODB Stock 60937P106 5,873 -383 -6.12 1,166 -28.16 0.0412
2022-08-02 2022-06-30 13F MONGODB Stock 60937P106 6,256 -954 -13.23 1,623 -49.27 0.0555
2022-05-23 2022-03-31 13F MONGODB Stock 60937P106 7,210 -117 -1.60 3,199 -17.53 0.0942
2022-02-14 2021-12-31 13F MONGODB Stock 60937P106 7,327 7 0.10 3,879 12.40 0.1116
2021-11-05 2021-09-30 13F MONGODB Stock 60937P106 7,320 441 6.41 3,451 38.76 0.1097
2021-08-12 2021-06-30 13F MONGODB Stock 60937P106 6,879 -78 -1.12 2,487 33.64 0.0785
2021-05-24 2021-03-31 13F MONGODB Stock 60937P106 6,957 1,421 25.67 1,861 -6.39 0.0691
2021-02-09 2020-12-31 13F MONGODB Stock 60937P106 5,536 5,428 5,025.93 1,988 7,852.00 0.0798
2020-11-16 2020-09-30 13F MONGODB Stock 60937P106 108 108 25 0.0012
2020-02-04 2019-12-31 13F MONGODB Stock 60937P106 0 -215 -100.00 0 -100.00
2019-11-04 2019-09-30 13F MONGODB Stock 60937P106 215 0 0.00 33 0.00 0.0020
2019-08-01 2019-06-30 13F MONGODB Stock 60937P106 215 215 33 0.0020
2019-05-20 2019-03-31 13F MONGODB Stock 60937P106 0 -13 -100.00 0 -100.00
2019-02-15 2018-12-31 13F MONGODB Stock 60937P106 13 0 0.00 1 0.00 0.0001
2018-11-02 2018-09-30 13F MONGODB Stock 60937P106 13 13 1 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.