Stephens Investment Management Group LLC Has $14.86 Million Stake in MongoDB, Inc. $MDB

Stephens Investment Management Group LLC increased its holdings in shares of MongoDB, Inc. (NASDAQ:MDB) by 18.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,886 shares of the company’s stock after buying an additional 7,581 shares during the quarter. Stephens Investment Management Group LLC owned 0.06% of MongoDB worth $14,863,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Montag A & Associates Inc. increased its position in MongoDB by 144.3% in the 2nd quarter. Montag A & Associates Inc. now owns 171 shares of the company’s stock worth $36,000 after purchasing an additional 101 shares during the last quarter. Promus Capital LLC bought a new stake in MongoDB in the second quarter worth $36,000. TD Private Client Wealth LLC increased its holdings in shares of MongoDB by 2,825.0% during the 3rd quarter. TD Private Client Wealth LLC now owns 117 shares of the company’s stock valued at $36,000 after acquiring an additional 113 shares during the last quarter. True Wealth Design LLC lifted its holdings in MongoDB by 1,193.8% in the 2nd quarter. True Wealth Design LLC now owns 207 shares of the company’s stock worth $43,000 after purchasing an additional 191 shares during the last quarter. Finally, Geneos Wealth Management Inc. grew its holdings in MongoDB by 79.7% during the second quarter. Geneos Wealth Management Inc. now owns 221 shares of the company’s stock valued at $46,000 after purchasing an additional 98 shares during the last quarter. Hedge funds and other institutional investors own 89.29% of the company’s stock.

More MongoDB News

Here are the key news stories impacting MongoDB this week:

• Positive Sentiment: Company announced an industry‑first expansion of AI capabilities by integrating Voyage 4 embedding and reranking models to improve retrieval accuracy for production AI workloads — strengthens MongoDB’s positioning as a data layer for AI apps and could accelerate Atlas usage and revenue. MongoDB Sets a New Standard for Retrieval Accuracy
• Positive Sentiment: Expanded “MongoDB for Startups” program to help early‑stage companies scale from prototype to production; participants now represent >$200B in combined valuation — a feeder program that can boost long‑term customer acquisition and future paid Atlas/Cloud adoption. MongoDB for Startups Expands
• Positive Sentiment: Multiple sell‑side firms have raised targets and reiterated Buy/outperform ratings recently (Needham, BofA, Truist, Argus cited), reinforcing bullish institutional sentiment that can attract momentum and retail buyers. MarketBeat Analyst Coverage
• Positive Sentiment: Zacks has highlighted MDB on growth/idea lists (cites AI demand and earnings outlook) — additional analyst attention that can support continued buying interest. 5 Growth Stocks to Buy in January
• Neutral Sentiment: Routine market‑data and share‑price tracking coverage provides intraday context but no new company fundamentals. MongoDB Share Price (Economic Times)
• Negative Sentiment: Director Dwight Merriman sold multiple blocks of MDB shares (transactions Jan 13–15 at ~\$388–\$418); insiders reportedly sold ~\$26M in aggregate — sizable insider selling can create near‑term supply pressure or raise governance/questions for some investors. Director Sells 1,139 Shares (InsiderTrades)
• Negative Sentiment: Stock experienced a sharp intraday decline on Jan 14 (~5.9% drop), indicating recent profit‑taking/rotation and elevated short‑term volatility that could limit immediate upside. MDB Declines More Than Market
• Negative Sentiment: Coverage noting clustered insider sales and reported ~$26M of insider dispositions (Blockonomi/MSN coverage) — media focus on insider activity can amplify selling narratives even if insiders retain large stakes. Insiders Dump $26M

Analyst Upgrades and Downgrades

Several research analysts recently commented on MDB shares. Wedbush lifted their target price on shares of MongoDB from $400.00 to $440.00 and gave the stock an “outperform” rating in a report on Tuesday, December 2nd. Guggenheim raised their price objective on shares of MongoDB from $400.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday, December 2nd. Argus raised their price target on shares of MongoDB from $340.00 to $488.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. Needham & Company LLC reissued a “buy” rating and set a $500.00 target price on shares of MongoDB in a research report on Monday, January 12th. Finally, Stifel Nicolaus raised their price objective on MongoDB from $375.00 to $450.00 and gave the stock a “buy” rating in a research report on Tuesday, December 2nd. Two research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $420.26.

Insider Activity at MongoDB

In other MongoDB news, Director Hope F. Cochran sold 1,566 shares of the stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $421.85, for a total transaction of $660,617.10. Following the sale, the director owned 25,659 shares of the company’s stock, valued at $10,824,249.15. This represents a 5.75% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Dwight A. Merriman sold 10,000 shares of the firm’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $338.52, for a total transaction of $3,385,200.00. Following the completion of the sale, the director owned 1,055,316 shares of the company’s stock, valued at $357,245,572.32. The trade was a 0.94% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 82,162 shares of company stock valued at $32,384,092 over the last ninety days. 3.10% of the stock is owned by insiders.

MongoDB Trading Up 2.7%

Shares of MongoDB stock opened at $399.76 on Friday. MongoDB, Inc. has a 1-year low of $140.78 and a 1-year high of $444.72. The firm’s 50-day moving average price is $393.32 and its two-hundred day moving average price is $320.02. The stock has a market capitalization of $32.54 billion, a price-to-earnings ratio of -459.49 and a beta of 1.38.

MongoDB (NASDAQ:MDB) last released its quarterly earnings results on Monday, December 1st. The company reported $1.32 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.53. MongoDB had a negative return on equity of 1.12% and a negative net margin of 3.06%.The business had revenue of $628.31 million for the quarter, compared to analyst estimates of $592.98 million. During the same period in the prior year, the company earned $1.16 EPS. MongoDB’s revenue for the quarter was up 18.7% on a year-over-year basis. MongoDB has set its Q4 2026 guidance at 1.440-1.480 EPS and its FY 2026 guidance at 4.760-4.800 EPS. As a group, equities research analysts predict that MongoDB, Inc. will post -1.78 EPS for the current 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.