MongoDB, Inc.
US ˙ NasdaqGM ˙ US60937P1066

SecurityMDB / MongoDB, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership98,562 shares
Latest Disclosed Value $ 24,125,119
Stifel Financial Corp reports 1.81% increase in ownership of MDB / MongoDB, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 98,562 shares of MongoDB, Inc. (US:MDB) valued at $24,125,021 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 96,809 shares of MongoDB, Inc.. This represents a change in shares of 1.81% during the quarter. The current value of the position is $37,471,301 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)
2026-05-12 2026-03-31 13F MONGODB CL A 60937P106 98,562 1,753 1.81 24,125 -40.62 0.0222
2026-02-13 2025-12-31 13F MONGODB CL A 60937P106 96,809 -8,109 -7.73 40,629 24.77 0.0365
2025-11-12 2025-09-30 13F MONGODB CL A 60937P106 104,918 -28,778 -21.52 32,565 15.99 0.0297
2025-08-14 2025-06-30 13F MONGODB CL A 60937P106 133,696 4,840 3.76 28,075 24.22 0.0273
2025-05-14 2025-03-31 13F MONGODB CL A 60937P106 128,856 14,640 12.82 22,601 -15.00 0.0240
2025-02-13 2024-12-31 13F MONGODB CL A 60937P106 114,216 6,894 6.42 26,590 -8.35 0.0277
2024-11-14 2024-09-30 13F MONGODB CL A 60937P106 107,322 -4,164 -3.73 29,014 4.12 0.0304
2024-08-13 2024-06-30 13F MONGODB CL A 60937P106 111,486 26,362 30.97 27,868 -8.72 0.0314
2024-05-14 2024-03-31 13F MONGODB CL A 60937P106 85,124 16,672 24.36 30,529 9.08 0.0348
2024-02-12 2023-12-31 13F MONGODB CL A 60937P106 68,452 3,707 5.73 27,987 24.98 0.0352
2023-11-13 2023-09-30 13F MONGODB CL A 60937P106 64,745 -813 -1.24 22,393 -16.89 0.0315
2023-08-14 2023-06-30 13F MONGODB CL A 60937P106 65,558 1,313 2.04 26,944 79.91 0.0369
2023-05-12 2023-03-31 13F MONGODB CL A 60937P106 64,245 2,029 3.26 14,977 22.29 0.0215
2023-02-13 2022-12-31 13F MONGODB CL A 60937P106 62,216 -15,767 -20.22 12,247 -20.91 0.0184
2022-11-14 2022-09-30 13F MONGODB CL A 60937P106 77,983 5,163 7.09 15,484 -18.06 0.0254
2022-08-15 2022-06-30 13F MONGODB CL A 60937P106 72,820 -3,623 -4.74 18,896 -44.28 0.0296
2022-05-13 2022-03-31 13F MONGODB CL A 60937P106 76,443 9,835 14.77 33,910 -3.83 0.0463
2022-02-14 2021-12-31 13F MONGODB CL A 60937P106 66,608 2,355 3.67 35,259 16.38 0.0466
2021-11-15 2021-09-30 13F MONGODB CL A 60937P106 64,253 674 1.06 30,297 31.81 0.0444
2021-08-13 2021-06-30 13F MONGODB CL A 60937P106 63,579 -16,585 -20.69 22,985 7.22 0.0344
2021-05-14 2021-03-31 13F MONGODB CL A 60937P106 80,164 -5,967 -6.93 21,437 -30.68 0.0353
2021-02-12 2020-12-31 13F MONGODB CL A 60937P106 86,131 7,560 9.62 30,925 70.00 0.0552
2020-11-16 2020-09-30 13F MONGODB CL A 60937P106 78,571 11,416 17.00 18,191 19.68 0.0374
2020-08-14 2020-06-30 13F MONGODB CL A 60937P106 67,155 9,879 17.25 15,200 94.13 0.0350
2020-05-14 2020-03-31 13F MONGODB CL A 60937P106 57,276 16,493 40.44 7,830 45.59 0.0216
2020-02-13 2019-12-31 13F MONGODB CL A 60937P106 40,783 -5,297 -11.50 5,378 -2.80 0.0112
2019-11-19 2019-09-30 13F/A-1 MONGODB CL A 60937P106 46,080 7,988 20.97 5,533 -4.55 0.0141
2019-11-13 2019-09-30 13F MONGODB CL A 60937P106 46,231 8,139 5,551 3,111.6137
2019-08-14 2019-06-30 13F MONGODB CL A 60937P106 38,092 -11,225 -22.76 5,797 -20.01 0.0149
2019-05-14 2019-03-31 13F MONGODB CL A 60937P106 49,317 27,633 127.43 7,247 298.84 0.0205
2019-02-13 2018-12-31 13F MONGODB CL A 60937P106 21,684 3,738 20.83 1,817 24.20 0.0059
2018-11-13 2018-09-30 13F MONGODB CL A 60937P106 17,946 621 3.58 1,463 69.92 0.0042
2018-08-14 2018-06-30 13F MONGODB CL A 60937P106 17,325 17,325 861 0.0026
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.