What smart money is saying about MongoDB Inc
2 funds in our archive have pitched MongoDB Inc — most recently Artisan U.S. Mid-Cap Growth Strategy in December 2025.
MongoDB, Inc. provides general purpose database platform worldwide. The company offers MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premise, or in a hybrid environment; MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; and Community Server, a free-to-download version of its database, which includes the functionality that developers need to get started with MongoDB. It also provides professional services comprising consulting and training. The company was formerly known as 10gen, Inc. and changed its name to MongoDB, Inc. in August 2013. MongoDB, Inc. was incorporated in 2007 and is headquartered in New York, New York.
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Position history
Between Q4 2024 and Q2 2026, 6 fund letters reported a position in MongoDB Inc — 2 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 6 | 2 | 2 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 6 positions · 4 moves
- June 2026
“MongoDB is a leading database software provider for modern, cloud-native applications. Recent results exceeded expectations, although the relatively stable growth in its core Atlas cloud database continued to trail elevated investor expectations. Management highlighted continued demand from enterprise customers and AI-related workloads, while its Enterprise Advanced self-managed product remained an important contributor to growth. However, our recent work suggests that AI is also increasing medium-term competitive risks by reducing switching costs and placing greater pricing pressure on the database layer. We reduced the position throughout the quarter and moved toward a full HarvestSM as we reassessed the long-term competitive landscape.”
MongoDB Inc - June 2026
“Performance Deconstruction While Montaka delivered positive returns in the June quarter, performance over the last 12-month period was materially negative – driven overwhelmingly by the declines experienced in the March quarter related to the ‘SaaSpocalypse’ (the selloff in software and AI–exposed names). We shared our detailed analysis of this selloff, and why we believe many competitively advantaged businesses have been drastically oversold in our most recent whitepaper: Where Advantages Lie (and Lie) in the Age of AI. Declines in ServiceNow, Microsoft, KKR, Salesforce and Meta Platforms were among the largest detractors from portfolio performance over the 12 months. Partially offsetting these were gains in Alphabet, MongoDB and TSMC.”
MongoDB Inc - June 2026
“MongoDB is a leading database software provider for modern, cloud-native applications. Recent results exceeded expectations, although the relatively stable growth in its core Atlas cloud database continued to trail elevated investor expectations. Management highlighted continued demand from enterprise customers and AI-related workloads, while its Enterprise Advanced self-managed product remained an important contributor to growth. However, our recent work suggests that AI is also increasing medium-term competitive risks by reducing switching costs and placing greater pricing pressure on the database layer. We reduced the position throughout the quarter and ultimately exited as we reassessed the long-term competitive landscape.”
MongoDB Inc - HoldsMontaka Global FundJune 2026
Listed in Montaka Global Fund’s reported holdings.
MongoDB Inc - New positionLiontrust Global Technology FundJune 2026
“software derated on AI disruption fears where we judge the economics intact: we roughly doubled Palantir, more than doubled Cadence, and initiated Datadog, CrowdStrike and MongoDB, consumption priced infrastructure software whose workloads (observability, security, data) multiply as agents proliferate.”
MongoDB Inc - New positionLiontrust GF Global Technology FundJune 2026
“We roughly doubled Palantir, more than doubled Cadence, and initiated Datadog, CrowdStrike and MongoDB, consumption priced infrastructure software whose workloads (observability, security, data) multiply as agents proliferate.”
MongoDB Inc
Fund coverage · 2 theses
- Artisan U.S. Mid-Cap Growth StrategyDecember 2025
MongoDB is a leading database provider with Atlas-driven growth and share gains as enterprise adoption and AI use cases expand.
Read the full thesis - MontakaDecember 2024
MDB is poised for potential growth as AI applications increasingly demand flexible database solutions for unstructured data, despite current market challenges.
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