MongoDB, Inc.
US ˙ NasdaqGM ˙ US60937P1066

SecurityMDB / MongoDB, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership3,156 shares
Latest Disclosed Value $ 772,494
IFP Advisors, Inc reports 88.76% increase in ownership of MDB / MongoDB, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 3,156 shares of MongoDB, Inc. (US:MDB) valued at $772,494 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,672 shares of MongoDB, Inc.. This represents a change in shares of 88.76% during the quarter. The current value of the position is $1,162,418 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)
2026-04-13 2026-03-31 13F MONGODB cs 60937P106 3,156 1,484 88.76 772 10.13 0.0160
2026-02-06 2025-12-31 13F MONGODB cs 60937P106 1,672 -225 -11.86 702 19.22 0.0158
2026-02-06 2025-09-30 13F/A-1 MONGODB cs 60937P106 1,897 -607 -24.24 589 9.70 0.0153
2025-12-02 2025-09-30 13F MONGODB cs 60937P106 1,898 -606 589 0.0152
2025-07-24 2025-06-30 13F MONGODB cs 60937P106 2,504 39 1.58 537 24.07 0.0153
2025-05-05 2025-03-31 13F MONGODB cs 60937P106 2,465 833 51.04 432 13.98 0.0133
2025-02-04 2024-12-31 13F MONGODB cs 60937P106 1,632 574 54.25 380 32.52 0.0124
2025-02-04 2024-09-30 13F MONGODB cs 60937P106 1,058 -42 -3.82 286 4.38 0.0103
2024-07-30 2024-06-30 13F MONGODB cs 60937P106 1,100 -3,654 -76.86 275 -83.92 0.0109
2024-07-30 2024-03-31 13F MONGODB cs 60937P106 4,754 310 6.98 1,705 -6.17 0.0748
2024-01-09 2023-12-31 13F MONGODB cs 60937P106 4,444 2,950 197.46 1,817 251.94 0.0858
2023-10-12 2023-09-30 13F MONGODB cs 60937P106 1,494 389 35.20 517 13.66 0.0232
2023-08-14 2023-06-30 13F/A-1 MONGODB cs 60937P106 1,105 -127 -10.31 454 696.49 0.0190
2023-08-04 2023-06-30 13F MONGODB cs 60937P106 1,105 -127 51 0.0024
2023-04-18 2023-03-31 13F MONGODB cs 60937P106 1,232 -622 -33.55 57 0.0025
2023-02-07 2022-12-31 13F MONGODB cs 60937P106 1,854 94 5.34 0 -100.00 0.0040
2022-11-08 2022-09-30 13F MONGODB cs 60937P106 1,760 395 28.94 155 31.36 0.0040
2022-09-06 2022-06-30 13F/A-1 MONGODB cs 60937P106 1,365 0 0.00 118 0.00 0.0038
2022-08-12 2022-06-30 13F MONGODB INC CL A Stock 60937P106 20 -1,345 1 0.0018
2022-09-06 2022-03-31 13F/A-1 MONGODB cs 60937P106 1,365 1,096 407.43 118 -18.62 0.0038
2022-08-08 2022-03-31 13F MONGODB INC CL A Stock 60937P106 288 19 34 0.0007
2022-01-12 2021-12-31 13F MONGODB INC CL A Stock 60937P106 269 -6 -2.18 145 14.17 0.0028
2021-10-06 2021-09-30 13F MONGODB INC CL A Stock 60937P106 275 4 1.48 127 29.59 0.0025
2021-07-13 2021-06-30 13F MONGODB INC CL A Stock 60937P106 271 0 0.00 98 28.95 0.0020
2021-04-30 2021-03-31 13F MONGODB INC CL A Stock 60937P106 271 271 76 0.0015
2021-01-25 2020-12-31 13F MONGODB INC CL A Stock 60937P106 0 0 0 0.0000
2020-10-29 2020-09-30 13F MONGODB INC CL A Stock 60937P106 0 0 0 0.0000
2020-08-05 2020-06-30 13F MONGODB INC CL A Stock 60937P106 0 -90 -100.00 0 -100.00
2020-05-12 2020-03-31 13F MONGODB INC CL A Stock 60937P106 90 -86 -48.86 12 -50.00 0.0012
2020-01-17 2019-12-31 13F MONGODB INC CL A Stock 60937P106 176 -425 -70.72 24 -65.22 0.0018
2019-11-07 2019-09-30 13F MONGODB INC CL A Stock 60937P106 601 213 54.90 69 23.21 0.0046
2019-05-15 2019-03-31 13F MONGODB INCCL A Stock 60937P106 388 -532 -57.83 56 -24.32 0.0076
2019-06-03 2018-12-31 13F/A-10 MONGODB INC CL A Stock 60937P106 920 795 636.00 74 640.00 0.0045
2019-01-23 2018-12-31 13F MONGODB INC CL A Stock 60937P106 920 795 74 0.0045
2019-06-03 2018-09-30 13F/A-9 MONGODB INC CL A Stock 60937P106 125 -330 -72.53 10 -56.52 0.0004
2018-10-25 2018-09-30 13F MONGODB INC CL A Stock 60937P106 125 -330 10 0.0004
2019-06-03 2018-06-30 13F/A-8 MONGODB INC CL A Stock 60937P106 455 455 17.27 23 -58.93 0.0010
2018-08-07 2018-06-30 13F MONGODB INC CL A Stock 60937P106 455 67 23
2016-08-22 2016-06-30 13F MONGODB INCCL A Stock 60937P106 0 -388 -100.00 0 -100.00
2019-06-03 2016-03-31 13F/A-1 MONGODB INCCL A Stock 60937P106 388 388 56 0.0076
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.