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What smart money is saying about MongoDB IncUnited States flag

MDB · Technology · Software - Infrastructure · Market cap $20.98B

2 funds in our archive have pitched MongoDB Inc — most recently Artisan U.S. Mid-Cap Growth Strategy in December 2025.

Company profile

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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Summarize with Warren AI
3
Reported positions
0
Bought
2
Sold
5
Letters

Position history

Between Q4 2024 and Q2 2026, 3 fund letters reported a position in MongoDB Inc2 trimmed or exited.

Fund letters reporting a position in MongoDB Inc, by quarter
QuarterLettersBoughtSoldTheses
Q2 20263020
Q4 20250001
Q4 20240001

Fund activity · 3 positions · 2 moves

  • TrimmedArtisan Partners U.S. Mid‑Cap Growth Strategy
    June 2026
    We reduced the position throughout the quarter and moved toward a full HarvestSM as we reassessed the long-term competitive landscape.
    Read the letterMongoDB Inc
  • HoldsMontaka Global (Montaka Global Fund
    June 2026
    Partially offsetting these were gains in Alphabet, MongoDB and TSMC.
    Read the letterMongoDB Inc
  • ExitedArtisan Partners Global Discovery Fund
    June 2026
    We reduced the position throughout the quarter and ultimately exited as we reassessed the long-term competitive landscape.
    Read the letterMongoDB Inc

Fund coverage · 2 theses

  • Artisan U.S. Mid-Cap Growth Strategy
    December 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
  • Montaka
    December 2024

    MDB is poised for potential growth as AI applications increasingly demand flexible database solutions for unstructured data, despite current market challenges.

    Read the full thesis

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