MongoDB, Inc. $MDB Holdings Lowered by Asset Management One Co. Ltd.

Asset Management One Co. Ltd. lowered its stake in MongoDB, Inc. (NASDAQ:MDB) by 11.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,680 shares of the company’s stock after selling 4,042 shares during the quarter. Asset Management One Co. Ltd.’s holdings in MongoDB were worth $9,833,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of MDB. GAMMA Investing LLC lifted its position in shares of MongoDB by 46.2% in the 3rd quarter. GAMMA Investing LLC now owns 171 shares of the company’s stock valued at $53,000 after acquiring an additional 54 shares in the last quarter. Main Management ETF Advisors LLC lifted its holdings in shares of MongoDB by 1.7% in the second quarter. Main Management ETF Advisors LLC now owns 3,665 shares of the company’s stock valued at $770,000 after purchasing an additional 60 shares in the last quarter. Carnegie Investment Counsel lifted its holdings in shares of MongoDB by 3.6% in the second quarter. Carnegie Investment Counsel now owns 1,803 shares of the company’s stock valued at $379,000 after purchasing an additional 62 shares in the last quarter. New York Life Investment Management LLC boosted its position in shares of MongoDB by 6.2% in the second quarter. New York Life Investment Management LLC now owns 1,236 shares of the company’s stock worth $260,000 after buying an additional 72 shares during the period. Finally, Farther Finance Advisors LLC grew its holdings in shares of MongoDB by 6.8% during the second quarter. Farther Finance Advisors LLC now owns 1,327 shares of the company’s stock valued at $279,000 after buying an additional 85 shares in the last quarter. Institutional investors and hedge funds own 89.29% of the company’s stock.

More MongoDB News

Here are the key news stories impacting MongoDB this week:

• Positive Sentiment: Several brokerages lifted targets and reiterated buy ratings (Needham, Truist, RBC, Oppenheimer), increasing upside expectations and likely drawing buying interest from institutions and momentum traders. Broker upgrades roundup
• Positive Sentiment: Analysts and coverage noted renewed AI optimism coming out of CES 2026, framing MongoDB as a beneficiary of AI-driven data needs—this narrative supports higher valuation multiples and investor appetite. AI/CES valuation piece
• Positive Sentiment: The stock hit a 52‑week high, a technical signal that can attract momentum flows and index/ETF rebalances. 52-week high article
• Positive Sentiment: Analysts highlight MongoDB’s expanding partner ecosystem (developer tools, hyperscalers) as a durable adoption tailwind that lowers friction and supports recurring revenue growth. Partner ecosystem analysis
• Neutral Sentiment: Inclusion on “momentum” lists and broad analyst roundups increases visibility and can amplify short-term flows, but these are echoing existing bullish views rather than introducing new fundamental catalysts. Momentum list Analyst roundup
• Negative Sentiment: A director (Dwight A. Merriman) disclosed sale of 1,054 shares — a small reduction relative to his holding; insider selling can be interpreted negatively by some investors, though the size appears immaterial to the company’s ownership base. Insider sale filing

Analysts Set New Price Targets

A number of research analysts recently commented on MDB shares. Wall Street Zen raised shares of MongoDB from a “hold” rating to a “buy” rating in a research report on Saturday, December 6th. Monness Crespi & Hardt raised their price target on shares of MongoDB from $360.00 to $475.00 and gave the company a “buy” rating in a report on Tuesday, December 2nd. KeyCorp reaffirmed a “sector weight” rating on shares of MongoDB in a research note on Tuesday, December 2nd. Barclays increased their target price on shares of MongoDB from $390.00 to $415.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 2nd. Finally, Morgan Stanley raised their target price on MongoDB from $400.00 to $440.00 and gave the company an “overweight” rating in a report on Tuesday, December 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, MongoDB presently has a consensus rating of “Moderate Buy” and an average target price of $418.40.

Insiders Place Their Bets

In other MongoDB news, Director Charles M. Hazard, Jr. sold 166 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $326.13, for a total value of $54,137.58. Following the completion of the sale, the director owned 13,995 shares in the company, valued at approximately $4,564,189.35. This trade represents a 1.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Roelof Botha sold 24,850 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $405.85, for a total value of $10,085,372.50. Following the sale, the director owned 194,600 shares in the company, valued at approximately $78,978,410. This represents a 11.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 81,023 shares of company stock valued at $30,382,587 in the last quarter. 3.10% of the stock is currently owned by insiders.

MongoDB Stock Up 1.1%

Shares of NASDAQ MDB opened at $440.60 on Thursday. MongoDB, Inc. has a 12 month low of $140.78 and a 12 month high of $444.72. The company has a market cap of $35.86 billion, a P/E ratio of -506.44 and a beta of 1.38. The business’s 50 day moving average is $386.76 and its two-hundred day moving average is $310.42.

MongoDB (NASDAQ:MDB) last announced its quarterly earnings data on Monday, December 1st. The company reported $1.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.53. The business had revenue of $628.31 million for the quarter, compared to the consensus estimate of $592.98 million. MongoDB had a negative net margin of 3.06% and a negative return on equity of 1.12%. MongoDB’s quarterly revenue was up 18.7% on a year-over-year basis. During the same quarter last year, the company posted $1.16 earnings per share. MongoDB has set its Q4 2026 guidance at 1.440-1.480 EPS and its FY 2026 guidance at 4.760-4.800 EPS. Sell-side analysts expect that MongoDB, Inc. will post -1.78 earnings per share for the current fiscal year.

About MongoDB

MongoDB, Inc is a software company best known for developing MongoDB, a general-purpose, document-oriented database designed for modern application development. The company’s platform is built to support high-performance, scalable data storage and retrieval for use cases such as cloud-native applications, mobile backends, real-time analytics, and content management. MongoDB offers a mix of open-source software, commercial server distributions, and subscription-based services that include technical support, training and professional services.

The company traces its origins to 2007 when it was founded as 10gen by Dwight Merriman and Eliot Horowitz; it later adopted the MongoDB name and completed a public listing in 2017.