The cluster is dominated by a single large seller (Artemis) and small buyers, suggesting no coordinated thesis. Monitor upcoming 10-Q for revenue growth trajectory and Atlas consumption trends, which likely drove the divergence.
Executive Summary
Institutional activity in MongoDB (MDB) during 2026-Q3 shows a mixed picture: three asset managers added $17.4M in aggregate holdings, while two sellers reduced by $43.1M, led by Artemis Investment Management trimming 42.2% of its position. The net selling pressure of $25.7M suggests cautious positioning despite some accumulation by smaller managers.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$25.7M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | ADD | +32.3% | $59.1M | $16.1M |
| Nisa Investment Advisors | ADD | +25.6% | $1.7M | $395.0K |
| Hb Wealth Management | ADD | +97.6% | $1.8M | $903.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Artemis Investment Management | TRIM | -42.2% | $107.0M | -$42.8M |
| Td Waterhouse Canada | NEAR_EXIT | -88.8% | $360.0K | -$321.0K |
Key Facts
- 3 buyers added $17.4M in aggregate holdings (current $62.6M)
- 2 sellers reduced $43.1M, led by Artemis Investment Management trimming $42.8M (42.2% of shares)
- Net institutional flow: -$25.7M (sellers outweighed buyers)
- All participants are asset managers; no activist or quant funds detected
- 13F data is ~45 days stale; positions may have been unwound since quarter-end
Financial Impact
Net institutional selling of $25.7M during Q3, with $42.8M in selling from Artemis Investment Management partially offset by $17.4M in buying from three smaller managers.
Risk Factors
- 13F data is stale (45-day lag); current positions may differ materially
- Small buyer base ($1.8M or less each) limits conviction signal
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-MDB-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $371.09 | awaiting T+5 | — | — |
Oct 15, 2026 11d ago | Insider Cluster | $337.57 $371.09 | ▲ +9.93% | ▲ +10.36% | — |
Oct 15, 2026 11d ago | 8-K | $366.49 $362.24 | ▼ −1.16% | ▼ −0.15% | — |
Oct 13, 2026 13d ago | 144 | $356.29 $390.75 | ▲ +9.67% | ▲ +9.22% | — |
Oct 9, 2026 17d ago | 144 | $385.93 $337.57 | ▲ +12.53% | ▲ +10.56% | — |
Oct 8, 2026 18d ago | 144 | $385.93 $337.57 | ▲ +12.53% | ▲ +10.56% | — |
Oct 6, 2026 20d ago | 144 | $363.03 $356.29 | ▼ −1.86% | ▼ −0.88% | — |
Sep 28, 2026 28d ago | 8-K | $334.68 $359.23 | ▲ +7.34% | ▲ +6.13% | — |
Sep 1, 2026 7w ago | 8-K | $373.58 $373.87 | ▲ +0.08% | ▲ +1.04% | — |
Aug 17, 2026 10w ago | 144 | $438.70 $402.69 | ▼ −8.21% | ▼ −7.02% | — |
US Market Status
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