MongoDB, Inc.
DE ˙ DB ˙ US60937P1066
329,55 € ↑11,95 (3,76%)
2026-06-04
DEL PRIS
SecurityDE:526 / MongoDB, Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership35,975 shares
Latest Disclosed Value $ 9,173,985
Whittier Trust Co reports 3,585.96% increase in ownership of 526 / MongoDB, Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 35,975 shares of MongoDB, Inc. (DE:526) valued at $7,617,706 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 976 shares of MongoDB, Inc.. This represents a change in shares of 3,585.96% during the quarter. The current value of the position is $11,855,561 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F MONGODB common 60937P106 35,975 34,999 3,585.96 9,174 2,058.35 0.1035
2026-01-26 2025-12-31 13F MONGODB common 60937P106 976 40 4.27 425 41.67 0.0046
2025-10-31 2025-09-30 13F MONGODB common 60937P106 936 23 2.52 301 57.07 0.0034
2025-07-30 2025-06-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 913 -526 -36.55 192 -24.21 0.0023
2025-05-02 2025-03-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 1,439 -1,081 -42.90 252 -57.00 0.0035
2025-02-11 2024-12-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 2,520 -28,413 -91.85 587 -92.99 0.0077
2024-10-21 2024-09-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 30,933 1,169 3.93 8,362 12.41 0.1119
2024-07-29 2024-06-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 29,764 1,384 4.88 7,440 -26.90 0.1055
2024-05-02 2024-03-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 28,380 1,139 4.18 10,178 -8.62 0.1484
2024-01-11 2023-12-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 27,241 -5,087 -15.74 11,137 -0.38 0.1806
2023-10-27 2023-09-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 32,328 902 2.87 11,180 -13.43 0.1987
2023-07-24 2023-06-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 31,426 2,035 6.92 12,915 88.51 0.2245
2023-04-21 2023-03-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 29,391 5,094 20.97 6,851 43.27 0.1247
2023-01-25 2022-12-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 24,297 -5,976 -19.74 4,782 -20.45 0.0930
2022-10-21 2022-09-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 30,273 1,262 4.35 6,011 -20.15 0.1260
2022-07-28 2022-06-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 29,011 370 1.29 7,528 -40.74 0.1520
2022-04-29 2022-03-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 28,641 811 2.91 12,704 -13.76 0.2142
2022-01-19 2021-12-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 27,830 -6,877 -19.81 14,731 -9.98 0.2394
2021-11-01 2021-09-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 34,707 1,296 3.88 16,365 35.48 0.2980
2021-07-29 2021-06-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 33,411 2,026 6.46 12,079 43.92 0.2152
2021-04-26 2021-03-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 31,385 -3,504 -10.04 8,393 -33.00 0.1630
2021-01-29 2020-12-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 34,889 -8,448 -19.49 12,526 24.85 0.2675
2020-10-30 2020-09-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 43,337 851 2.00 10,033 4.34 0.2389
2020-07-10 2020-06-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 42,486 441 1.05 9,616 67.50 0.2670
2020-04-27 2020-03-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 42,045 2,168 5.44 5,741 9.39 0.1874
2020-01-31 2019-12-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 39,877 921 2.36 5,248 11.83 0.1377
2019-10-18 2019-09-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 38,956 416 1.08 4,693 -19.94 0.1343
2019-07-23 2019-06-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 38,540 1,637 4.44 5,862 8.06 0.1721
2019-04-29 2019-03-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 36,903 1,438 4.05 5,425 82.66 0.1659
2019-02-07 2018-12-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 35,465 2,573 7.82 2,970 10.74 0.1022
2018-10-23 2018-09-30 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 32,892 139 0.42 2,682 64.94 0.0837
2018-07-27 2018-06-30 13F/A-1 MONGODB INC CL A US MID-CAP EQUITIES 60937P106 32,753 5,653 20.86 1,626 38.27 0.0537
2018-05-01 2018-03-31 13F MONGODB INC CL A US MID-CAP EQUITIES 60937P106 27,100 27,100 1,176 0.0395
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.