Vanguard Group Inc ownership in MDB / MongoDB, Inc.

MongoDB, Inc.

US ˙ NasdaqGM ˙ US60937P1066

Security	MDB / MongoDB, Inc.
Institution	Vanguard Group Inc
Latest Disclosed Ownership	7,496,981 shares
Ownership	10.06%

2025-03-06 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 7,496,981 shares of MongoDB, Inc. (US:MDB). This represents 10.06 percent ownership of the company. In their previous filing dated 2024-02-13 , Vanguard Group Inc had reported owning 6,842,320 shares, indicating an increase of 9.57 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2025-03-06	2025-03-06	13G/A	6,842,320	7,496,981	9.57	10.06	6.12
2024-02-13	2024-02-13	13G/A	6,293,959	6,842,320	8.71	9.48	4.41
2023-02-09	2023-02-09	13G/A	5,849,023	6,293,959	7.61	9.08	3.65
2022-02-10	2022-02-10	13G/A	4,750,680	5,849,023	23.12	8.76	11.17
2021-02-10	2021-02-10	13G/A	4,092,064	4,750,680	16.09	7.88	-8.05
2020-02-12	2020-02-12	13G/A	2,255,575	4,092,064	81.42	8.57	34.54
2019-02-11	2019-02-11	13G/A	677,260	2,255,575	233.04	6.37	-12.26
2018-02-13	2018-02-13	13G		677,260		7.26

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	MONGODB	CL A	60937P106	8,642,666	-343,031	-3.82	3,627,240	30.06	0.0526
2025-11-07	2025-09-30	13F	MONGODB	CL A	60937P106	8,985,697	431,382	5.04	2,788,981	55.26	0.0417
2025-08-11	2025-06-30	13F	MONGODB	CL A	60937P106	8,554,315	744,547	9.53	1,796,321	31.13	0.0291
2025-05-09	2025-03-31	13F	MONGODB	CL A	60937P106	7,809,768	481,023	6.56	1,369,833	-19.71	0.0248
2025-02-11	2024-12-31	13F	MONGODB	CL A	60937P106	7,328,745	23,942	0.33	1,706,205	-13.60	0.0297
2024-11-13	2024-09-30	13F	MONGODB	CL A	60937P106	7,304,803	215,037	3.03	1,974,853	11.44	0.0354
2024-08-13	2024-06-30	13F	MONGODB	CL A	60937P106	7,089,766	179,005	2.59	1,772,158	-28.50	0.0340
2024-05-10	2024-03-31	13F	MONGODB	CL A	60937P106	6,910,761	68,348	1.00	2,478,475	-11.40	0.0491
2024-03-11	2023-12-31	13F/A-1	MONGODB	CL A	60937P106	6,842,413	194,148	2.92	2,797,521	21.66	0.0611
2024-02-14	2023-12-31	13F	MONGODB	CL A	60937P106	6,842,413	194,148		2,797,521		0.0531
2023-12-18	2023-09-30	13F/A-1	MONGODB	CL A	60937P106	6,648,265	16,590	0.25	2,299,369	-15.64	0.0565
2023-11-14	2023-09-30	13F	MONGODB	CL A	60937P106	6,648,265	16,590		2,299,369		0.0565
2023-08-14	2023-06-30	13F	MONGODB	CL A	60937P106	6,631,675	190,074	2.95	2,725,552	81.50	0.0646
2023-07-14	2023-03-31	13F/A-1	MONGODB	CL A	60937P106	6,441,601	147,642	2.35	1,501,666	21.21	0.0382
2023-05-15	2023-03-31	13F	MONGODB	CL A	60937P106	6,441,601	147,642		1,501,666		0.0080
2023-02-10	2022-12-31	13F	MONGODB	CL A	60937P106	6,293,959	166,728	2.72	1,238,903	1.83	0.0337
2022-11-14	2022-09-30	13F	MONGODB	CL A	60937P106	6,127,231	62,303	1.03	1,216,623	-22.70	0.0358
2022-08-12	2022-06-30	13F	MONGODB	CL A	60937P106	6,064,928	94,704	1.59	1,573,848	-40.57	0.0442
2022-05-13	2022-03-31	13F	MONGODB	CL A	60937P106	5,970,224	121,201	2.07	2,648,332	-14.46	0.0626
2022-02-14	2021-12-31	13F	MONGODB	CL A	60937P106	5,849,023	193,577	3.42	3,096,179	16.11	0.0703
2021-11-12	2021-09-30	13F	MONGODB	CL A	60937P106	5,655,446	276,909	5.15	2,666,598	37.14	0.0662
2021-08-13	2021-06-30	13F	MONGODB	CL A	60937P106	5,378,537	391,701	7.85	1,944,448	45.80	0.0484
2021-05-14	2021-03-31	13F	MONGODB	CL A	60937P106	4,986,836	236,156	4.97	1,333,629	-21.81	0.0361
2021-02-12	2020-12-31	13F	MONGODB	CL A	60937P106	4,750,680	594,476	14.30	1,705,683	77.27	0.0495
2020-11-16	2020-09-30	13F	MONGODB	CL A	60937P106	4,156,204	-288,154	-6.48	962,203	-4.35	0.0318
2020-08-14	2020-06-30	13F	MONGODB	CL A	60937P106	4,444,358	216,179	5.11	1,005,936	74.24	0.0357
2020-05-15	2020-03-31	13F	MONGODB	CL A	60937P106	4,228,179	136,115	3.33	577,314	7.20	0.0246
2020-02-14	2019-12-31	13F	MONGODB	CL A	60937P106	4,092,064	387,962	10.47	538,556	20.68	0.0184
2019-11-14	2019-09-30	13F	MONGODB	CL A	60937P106	3,704,102	578,509	18.51	446,269	-6.12	0.0165
2019-08-14	2019-06-30	13F	MONGODB	CL A	60937P106	3,125,593	612,848	24.39	475,372	28.68	0.0179
2019-05-15	2019-03-31	13F	MONGODB	CL A	60937P106	2,512,745	257,170	11.40	369,424	95.58	0.0145
2019-02-14	2018-12-31	13F	MONGODB	CL A	60937P106	2,255,575	572,014	33.98	188,882	37.57	0.0085
2018-12-13	2018-09-30	13F/A-2	MONGODB	CL A	60937P106	1,683,561	58,398	3.59	137,294	70.22	0.0054
2018-11-23	2018-09-30	13F/A-1	MONGODB	CL A	60937P106	1,683,561	0		137,294		0.0054
2018-11-14	2018-09-30	13F	MONGODB	CL A	60937P106	1,683,561	58,398		137,294
2018-08-14	2018-06-30	13F	MONGODB	CL A	60937P106	1,625,163	825,485	103.23	80,657	132.40	0.0034
2018-05-15	2018-03-31	13F	MONGODB	CL A	60937P106	799,678	122,418	18.08	34,706	72.66	0.0015
2018-02-14	2017-12-31	13F	MONGODB	CL A	60937P106	677,260	677,260		20,101		0.0009

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.