MDB INST-CLUSTER SEC Filing Analysis

Actionable Insight • Neutral

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DirectionNeutral

Confidencelow

Horizondays

Final — all horizons settled through T+60d ⚠ clustered

MDB ▲ +4.04% at T+60d

NEUTRAL call ✓ call won +4.04% · α vs SPY -0.35% · entry $354.41 → $368.74

Entry anchored
Jun 11, 02:46 PM ET
via exchange tick

T+1d

-3.28%

call -3.28% · α -3.82%

$342.80

settled 4mo ago

T+5d

-5.56%

call -5.56% · α -6.00%

$334.69

settled 4mo ago

T+20d

+2.39%

call +2.39% · α +0.50%

$362.87

settled 3mo ago

T+60d

+4.04%

call +4.04% · α -0.35%

$368.74

settled 24d ago

Executive Summary

{ "summary": "Thirteen institutions added $1.80B in MDB positions (net) while nine trimmed $190.6M, creating a strong accumulation signal. Notable new positions from Tiger Global ($105.8M) and Soros ($11.0M), plus major adds from Morgan Stanley (+$469.0M), Fidelity (+$406.8M), and D.E. Shaw (+$243.2M), were partially offset by Norges Bank's full $164.3M exit and trims from Point72, Two Sigma, and RenTech. The cluster suggests a shared re-rating thesis on MongoDB's enterprise data platform mome

Financial Impact

Unknown

Risk Factors

Analysis may be incomplete

Market Snapshot

Exchange

Nasdaq

Sector

Services-Prepackaged Software

Analyst Consensus

78% bullish (45 analysts)

Investment Themes

Cloud & SaaS

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

Document	Accession Number
INST-CLUSTER Data (Synthetic)	inst-cluster-MDB-2025-Q3

26 reports for MDB

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for MDB — sortable, filterable
	Type				Now
Sep 1, 2026 4w ago	8-K BULLISH ★ 7/10	$373.58 $351.73	▼ −5.85%	▼ −5.70%	—
Aug 17, 2026 6w ago	144 NEUTRAL ★ 2/10	$438.70 $377.67	▼ −13.91%	▼ −11.93%	—
Aug 14, 2026 7w ago	144 NEUTRAL ★ 4/10	$460.33 $382.29	▼ −16.95%	▼ −14.96%	—
Aug 4, 2026 8w ago	Press Release NEUTRAL ★ 2/10	$380.04 $432.95	▲ +13.92%	▲ +15.16%	—
Jul 16, 2026 11w ago	144 BEARISH ★ 4/10	$328.60 $472.29	▼ −43.73%	▼ −40.11%	—
Jul 14, 2026 11w ago	144 NEUTRAL ★ 3/10	$344.67 $439.16	▲ +27.41%	▲ +24.92%	—
Jul 2, 2026 13w ago	Insider Cluster NEUTRAL ★ 2/10	$354.88 $325.88	▼ −8.17%	▼ −7.76%	—
Jul 2, 2026 13w ago	Insider Cluster NEUTRAL ★ 2/10	$354.88 $325.88	▼ −8.17%	▼ −7.76%	—
Jun 30, 2026 13w ago	144 NEUTRAL ★ 2/10	$335.90 $309.71	▼ −7.80%	▼ −6.77%	—
Jun 17, 2026 15w ago	Insider Cluster NEUTRAL ★ 2/10	$332.75 $328.60	▼ −1.25%	▼ −1.78%	—

US Market Status

Market Open — Closes in 3h 37m

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