MongoDB, Inc.
US ˙ NasdaqGM ˙ US60937P1066

SecurityMDB / MongoDB, Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership18,234 shares
Latest Disclosed Value $ 7,652,627
CIBC Private Wealth Group, LLC reports 1.91% decrease in ownership of MDB / MongoDB, Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 18,234 shares of MongoDB, Inc. (US:MDB) valued at $7,652,627 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 18,589 shares of MongoDB, Inc.. This represents a change in shares of -1.91% during the quarter. The current value of the position is $6,395,393 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)
2026-02-12 2025-12-31 13F MONGODB CL A 60937P106 18,234 -355 -1.91 7,653 32.64 0.0129
2025-11-24 2025-09-30 13F MONGODB CL A 60937P106 18,589 -1,636 -8.09 5,770 35.84 0.0099
2025-08-12 2025-06-30 13F MONGODB CL A 60937P106 20,225 -99,948 -83.17 4,247 -75.77 0.0076
2025-05-14 2025-03-31 13F MONGODB CL A 60937P106 120,173 34,654 40.52 17,527 -17.58 0.0370
2025-02-12 2024-12-31 13F MongoDB CL A 60937P106 85,519 8,068 10.42 21,267 1.57 0.0386
2024-11-13 2024-09-30 13F MongoDB CL A 60937P106 77,451 71,359 1,171.36 20,939 1,221.84 0.0375
2024-08-09 2024-06-30 13F MongoDB CL A 60937P106 6,092 -522 -7.89 1,585 -32.74 0.0030
2024-05-10 2024-03-31 13F MongoDB CL A 60937P106 6,614 104 1.60 2,355 -11.50 0.0046
2024-02-13 2023-12-31 13F MONGODB INC CL A CL A 60937P106 6,510 -341 -4.98 2,662 12.33 0.0056
2023-11-13 2023-09-30 13F MONGODB INC CL A CL A 60937P106 6,851 1,370 25.00 2,370 5.20 0.0056
2023-11-21 2023-06-30 13F/A-1 MONGODB INC CL A COM 60937P106 5,481 380 7.45 2,253 89.40 0.0049
2023-08-10 2023-06-30 13F MONGODB INC CL A COM 60937P106 5,481 380 2,253 0.0049
2023-11-21 2023-03-31 13F/A-1 MONGODB INC COM 60937P106 5,101 -323 -5.96 1,189 11.43 0.0026
2023-05-12 2023-03-31 13F MONGODB INC COM 60937P106 5,101 -323 1,189 0.0026
2023-06-01 2022-12-31 13F/A-2 MONGODB INC COM 60937P106 5,424 0 0.00 1,068 -0.93 0.0036
2023-02-14 2022-12-31 13F/A-1 MONGODB INC CL A COM 60937P106 5,424 0 1,068 0.0022
2023-02-13 2022-12-31 13F MONGODB INC CL A COM 60937P106 5,424 0 1,068 0.0000
2022-11-15 2022-09-30 13F MONGODB INC CL A COM 60937P106 5,424 -250 -4.41 1,077 -26.83 0.0029
2022-08-03 2022-06-30 13F MONGODB CL A 60937P106 5,674 17 0.30 1,472 -41.33 0.0038
2022-05-16 2022-03-31 13F MONGODB CL A 60937P106 5,657 -115 -1.99 2,509 -17.87 0.0055
2022-04-04 2021-12-31 13F/A-1 MONGODB CL A 60937P106 5,772 250 4.53 3,055 17.32 0.0063
2022-02-08 2021-12-31 13F MONGODB CL A 60937P106 5,772 250 3,055 0.0050
2021-11-12 2021-09-30 13F MONGODB CL A 60937P106 5,522 -250 -4.33 2,604 24.77 0.0061
2021-08-16 2021-06-30 13F MONGODB CL A 60937P106 5,772 -100 -1.70 2,087 32.93 0.0048
2021-05-12 2021-03-31 13F MONGODB CL A 60937P106 5,872 3 0.05 1,570 -25.49 0.0040
2021-02-12 2020-12-31 13F MONGODB CL A 60937P106 5,869 -46 -0.78 2,107 53.91 0.0056
2020-11-03 2020-09-30 13F/A-1 MONGODB CL A 60937P106 5,915 5,915 1,369 0.0042
2020-08-13 2020-06-30 13F MONGODB CL A 60937P106 0 -5,912 -100.00 0 -100.00
2020-05-15 2020-03-31 13F MONGODB CL A 60937P106 5,912 125 2.16 807 5.91 0.0035
2020-01-30 2019-12-31 13F MONGODB CL A 60937P106 5,787 77 1.35 762 10.76 0.0025
2019-10-16 2019-09-30 13F MONGODB CL A 60937P106 5,710 0 0.00 688 -20.74 0.0024
2019-07-31 2019-06-30 13F MONGODB CL A 60937P106 5,710 60 1.06 868 4.45 0.0030
2019-05-10 2019-03-31 13F MONGODB CL A 60937P106 5,650 -250 -4.24 831 68.22 0.0032
2019-02-05 2018-12-31 13F MONGODB CL A 60937P106 5,900 -250 -4.07 494 -1.59 0.0022
2018-11-14 2018-09-30 13F MONGODB CL A 60937P106 6,150 -250 -3.91 502 57.86 0.0019
2018-08-02 2018-06-30 13F MONGODB CL A 60937P106 6,400 0 0.00 318 14.39 0.0013
2018-05-17 2018-03-31 13F MONGODB CL A 60937P106 6,400 -2,800 -30.43 278 1.83 0.0012
2018-02-12 2017-12-31 13F MONGODB CL A 60937P106 9,200 9,200 273 0.0012
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.