MongoDB, Inc.
US ˙ NasdaqGM ˙ US60937P1066

SecurityMDB / MongoDB, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership373,992 shares
Latest Disclosed Value $ 91,513,997
Dimensional Fund Advisors Lp reports 3.20% increase in ownership of MDB / MongoDB, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 373,992 shares of MongoDB, Inc. (US:MDB) valued at $91,542,022 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 362,386 shares of MongoDB, Inc.. This represents a change in shares of 3.20% during the quarter. The current value of the position is $131,173,954 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)
2026-05-07 2026-03-31 13F MONGODB CL A 60937P106 373,992 11,606 3.20 91,514 -39.83 0.0190
2026-02-12 2025-12-31 13F MONGODB CL A 60937P106 362,386 -16,413 -4.33 152,090 29.34 0.0319
2025-11-12 2025-09-30 13F MONGODB CL A 60937P106 378,799 187,260 97.77 117,594 192.33 0.0252
2025-08-12 2025-06-30 13F MONGODB CL A 60937P106 191,539 74,279 63.35 40,227 95.59 0.0093
2025-05-13 2025-03-31 13F MONGODB CL A 60937P106 117,260 10,554 9.89 20,567 -17.22 0.0051
2025-02-13 2024-12-31 13F MONGODB CL A 60937P106 106,706 -194 -0.18 24,844 -14.04 0.0060
2024-11-07 2024-09-30 13F MONGODB CL A 60937P106 106,900 -4,587 -4.11 28,899 3.71 0.0070
2024-08-09 2024-06-30 13F MONGODB CL A 60937P106 111,487 17,990 19.24 27,865 -16.90 0.0073
2024-05-10 2024-03-31 13F MONGODB CL A 60937P106 93,497 1,801 1.96 33,532 -10.57 0.0091
2024-02-07 2023-12-31 13F MONGODB CL A 60937P106 91,696 2,476 2.78 37,495 21.51 0.0109
2023-11-09 2023-09-30 13F MONGODB CL A 60937P106 89,220 1,700 1.94 30,859 -14.20 0.0101
2023-08-09 2023-06-30 13F MONGODB CL A 60937P106 87,520 6,182 7.60 35,967 89.77 0.0115
2023-05-12 2023-03-31 13F MONGODB CL A 60937P106 81,338 30 0.04 18,953 118,356.25 0.0064
2023-02-09 2022-12-31 13F MONGODB CL A 60937P106 81,308 530 0.66 16 -99.90 0.0047
2022-11-10 2022-09-30 13F MONGODB CL A 60937P106 80,778 1,819 2.30 16,040 -21.73 0.0062
2022-08-12 2022-06-30 13F MONGODB CL A 60937P106 78,959 -7,092 -8.24 20,494 -46.30 0.0074
2022-05-13 2022-03-31 13F MONGODB CLA 60937P106 86,051 -4,689 -5.17 38,166 -20.54 0.0118
2022-02-09 2021-12-31 13F MONGODB CLA 60937P106 90,740 -1,291 -1.40 48,034 10.71 0.0145
2021-11-12 2021-09-30 13F MONGODB CLA 60937P106 92,031 1,332 1.47 43,389 32.28 0.0140
2021-08-12 2021-06-30 13F MONGODB CLA 60937P106 90,699 23,946 35.87 32,800 83.77 0.0104
2021-05-14 2021-03-31 13F MONGODB CLA 60937P106 66,753 -1,518 -2.22 17,848 -27.19 0.0059
2021-03-08 2020-12-31 13F/A-2 MONGODB CLA 60937P106 68,271 -1,148 -1.65 24,514 52.54 0.0089
2021-02-11 2020-12-31 13F MONGODB CLA 60937P106 68,271 -1,148 24,514 8,853.1538
2020-11-12 2020-09-30 13F MONGODB CLA 60937P106 69,419 2,161 3.21 16,071 5.61 0.0068
2020-08-13 2020-06-30 13F MONGODB CLA 60937P106 67,258 -25 -0.04 15,218 65.67 0.0067
2020-05-14 2020-03-31 13F MONGODB CLA 60937P106 67,283 -3,687 -5.20 9,186 -1.63 0.0048
2020-02-14 2019-12-31 13F MONGODB CLA 60937P106 70,970 4,704 7.10 9,338 16.99 0.0034
2019-11-12 2019-09-30 13F MONGODB CLA 60937P106 66,266 11,512 21.02 7,982 -4.15 0.0031
2019-08-13 2019-06-30 13F MONGODB CLA 60937P106 54,754 2,267 4.32 8,328 7.92 0.0032
2019-08-12 2019-03-31 13F/A-2 MONGODB CLA 60937P106 52,487 35,981 217.99 7,717 458.39 0.0031
2019-05-10 2019-03-31 13F MONGODB CLA 60937P106 52,487 35,981 7,717
2019-02-26 2018-12-31 13F/A-1 MONGODB CLA 60937P106 16,506 16,506 1,382 0.0006
2019-02-13 2018-12-31 13F MONGODB CLA 60937P106 16,506 1,382 0.0006
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.