MongoDB, Inc.
US ˙ NasdaqGM ˙ US60937P1066

SecurityMDB / MongoDB, Inc.
InstitutionMarex Group plc
Latest Disclosed Ownership1,050 shares
Latest Disclosed Value $ 257,009
Marex Group plc reports 25.15% increase in ownership of MDB / MongoDB, Inc.

On May 13, 2026 - Marex Group plc filed a 13F-HR form disclosing ownership of 1,050 shares of MongoDB, Inc. (US:MDB) valued at $257,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 839 shares of MongoDB, Inc.. This represents a change in shares of 25.15% during the quarter. The current value of the position is $368,277 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)
2026-05-13 2026-03-31 13F MONGODB CL A 60937P106 1,050 211 25.15 257 -26.99 0.0011
2026-02-12 2025-12-31 13F MONGODB CL A 60937P106 839 839 352 0.0022
2025-11-14 2025-09-30 13F MONGODB CL A 60937P106 0 -1,105 -100.00 0 -100.00
2025-08-19 2025-06-30 13F MONGODB CL A 60937P106 1,105 -13,320 -92.34 232 -90.83 0.0020
2026-04-02 2025-03-31 13F MONGODB CL A 60937P106 14,425 12,649 712.22 2,530 512.59 0.0485
2026-04-02 2024-12-31 13F MONGODB CL A 60937P106 1,776 -6,144 -77.58 413 -80.71 0.0070
2026-04-07 2024-09-30 13F MONGODB CL A 60937P106 7,920 -1,130 -12.49 2,141 -5.35 0.0488
2026-04-02 2024-06-30 13F MONGODB CL A 60937P106 9,050 7,050 352.50 2,262 215.48 0.0607
2026-04-02 2024-03-31 13F MONGODB CL A 60937P106 2,000 -9,019 -81.85 717 -84.08 0.0233
2026-04-02 2023-12-31 13F MONGODB CL A 60937P106 11,019 546 5.21 4,505 24.38 0.1771
2026-04-02 2023-09-30 13F MONGODB CL A 60937P106 10,473 141 1.36 3,622 -14.70 0.5118
2026-04-02 2023-06-30 13F MONGODB CL A 60937P106 10,332 -4,924 -32.28 4,246 19.40 0.7658
2026-04-02 2023-03-31 13F MONGODB CL A 60937P106 15,256 -4,397 -22.37 3,556 -8.07 0.4709
2026-04-02 2022-12-31 13F MONGODB CL A 60937P106 19,653 19,653 3,868 0.5496
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.