MongoDB, Inc.
US ˙ NasdaqGM ˙ US60937P1066

SecurityMDB / MongoDB, Inc.
InstitutionAft, Forsyth & Company, Inc.
Latest Disclosed Ownership1,965 shares
Latest Disclosed Value $ 480,973
Aft, Forsyth & Company, Inc. ownership in MDB / MongoDB, Inc.

On May 14, 2026 - Aft, Forsyth & Company, Inc. filed a 13F-HR form disclosing ownership of 1,965 shares of MongoDB, Inc. (US:MDB) valued at $480,973 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,965 shares of MongoDB, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $747,054 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)
2026-05-14 2026-03-31 13F MONGODB CL A 60937P106 1,965 0 0.00 481 -41.75 0.2264
2026-02-13 2025-12-31 13F MONGODB CL A 60937P106 1,965 -25 -1.26 825 33.55 0.3559
2025-11-07 2025-09-30 13F MONGODB CL A 60937P106 1,990 -75 -3.63 618 42.49 0.2959
2025-08-14 2025-06-30 13F MONGODB CL A 60937P106 2,065 -507 -19.71 434 -3.99 0.2221
2025-05-12 2025-03-31 13F MONGODB CL A 60937P106 2,572 -1,005 -28.10 451 -45.79 0.2430
2025-01-29 2024-12-31 13F MONGODB CL A 60937P106 3,577 -1,240 -25.74 833 -36.10 0.4084
2024-11-14 2024-09-30 13F MONGODB CL A 60937P106 4,817 -15 -0.31 1,302 7.87 0.6420
2024-08-13 2024-06-30 13F MONGODB CL A 60937P106 4,832 -155 -3.11 1,208 -32.49 0.5921
2024-04-30 2024-03-31 13F MONGODB COM 60937P106 4,987 450 9.92 1,789 -3.56 1.0191
2024-02-09 2023-12-31 13F MONGODB COM 60937P106 4,537 941 26.17 1,855 49.16 1.1672
2023-11-07 2023-09-30 13F MONGODB COM 60937P106 3,596 271 8.15 1,244 -9.00 0.9115
2023-08-14 2023-06-30 13F MONGODB COM 60937P106 3,325 410 14.07 1,367 101.18 0.9689
2023-05-02 2023-03-31 13F MONGODB COM 60937P106 2,915 85 3.00 680 21.90 0.5248
2023-02-13 2022-12-31 13F MONGODB COM 60937P106 2,830 0 0.00 557 -0.89 0.4752
2022-11-14 2022-09-30 13F MONGODB COM 60937P106 2,830 415 17.18 562 -10.37 0.5015
2022-07-28 2022-06-30 13F MONGODB COM 60937P106 2,415 -10 -0.41 627 -41.73 0.5060
2022-05-10 2022-03-31 13F MONGODB COM 60937P106 2,425 -1,625 -40.12 1,076 -49.81 0.6854
2022-02-07 2021-12-31 13F MONGODB COM 60937P106 4,050 20 0.50 2,144 12.84 1.1001
2021-11-08 2021-09-30 13F MONGODB COM 60937P106 4,030 190 4.95 1,900 36.89 1.0208
2021-07-15 2021-06-30 13F MONGODB COM 60937P106 3,840 250 6.96 1,388 44.58 0.7412
2021-05-04 2021-03-31 13F MONGODB COM 60937P106 3,590 655 22.32 960 -8.92 0.5756
2021-02-09 2020-12-31 13F MONGODB COM 60937P106 2,935 20 0.69 1,054 56.15 0.6593
2020-11-05 2020-09-30 13F MONGODB COM 60937P106 2,915 50 1.75 675 4.17 0.5022
2020-08-06 2020-06-30 13F MONGODB COM 60937P106 2,865 -375 -11.57 648 46.61 0.5465
2020-05-11 2020-03-31 13F MONGODB COM 60937P106 3,240 3,240 442 0.4449
2019-05-08 2019-03-31 13F MongoDB COM 60937P106 0 -15,975 -100.00 0 -100.00
2019-02-05 2018-12-31 13F MongoDB COM 60937P106 15,975 -120 -0.75 1,338 1.90 1.3321
2018-10-26 2018-09-30 13F MONGODB COM 60937P106 16,095 -4,125 -20.40 1,313 30.78 1.0889
2018-08-14 2018-06-30 13F MongoDB COM 60937P106 20,220 20,220 1,004 0.8807
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.