MONGODB, INC.
In the published model solve dated 2026-Q2, anchored at $375.99, MONGODB, INC. (MDB) is priced for today's economics sustained for ~17.4 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
MongoDB is a developer-first database company built around Atlas, its managed cloud platform, which now drives about three-quarters of revenue. The latest quarter posted total revenue of $687.6 million, up 25%, with Atlas up 29% and full-year guidance raised. Growth is the asset; GAAP profit is not there yet. At about $333 the price is firmly elevated against the static frames. Asset-based and earnings-power models land far below the price (excess-return near $36, the asset family carrying a ro
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788 institutional managers reported holding MDB in 13F filings for the quarter ended 2026-03-31. Together they hold about 86% of the company; the top 10 hold 35%. 107 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 3.8M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (1.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MDB's share count grew 26.7% over the past five years even with $500.59M spent on repurchases. It pays no dividend. Cash returned over the past three years: $500.59M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at MDB over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
MDB's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-09-02 | +4.6% | -12.7% |
| 2023-12-08 | -8.4% | +31.2% |
| 2024-03-16 | -6.4% | +4.3% |
| 2024-06-01 | -29.3% | -1.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MDB's latest 8-K filings: 2026-07-06 (items 5.03, 5.07); 2026-05-28 (items 2.02, 9.01); 2026-03-02 (items 2.02, 5.02, 5.03, 9.01); 2025-12-01 (items 2.02); 2025-11-03 (items 2.02, 5.02).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.