
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, 3 fund letters reported a position in MongoDB Inc — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 2 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 2 moves
- TrimmedArtisan Partners U.S. Mid‑Cap Growth StrategyJune 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 FundJune 2026
“Partially offsetting these were gains in Alphabet, MongoDB and TSMC.”
Read the letterMongoDB Inc - ExitedArtisan Partners Global Discovery FundJune 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 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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