MongoDB, Inc. $MDB Shares Sold by Blair William & Co. IL

Blair William & Co. IL trimmed its stake in MongoDB, Inc. (NASDAQ:MDB) by 16.9% during the third quarter, HoldingsChannel reports. The institutional investor owned 300,010 shares of the company’s stock after selling 61,122 shares during the period. Blair William & Co. IL’s holdings in MongoDB were worth $93,117,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Vanguard Group Inc. grew its holdings in shares of MongoDB by 5.0% during the third quarter. Vanguard Group Inc. now owns 8,985,697 shares of the company’s stock worth $2,788,981,000 after purchasing an additional 431,382 shares during the last quarter. State Street Corp lifted its holdings in shares of MongoDB by 5.0% in the 2nd quarter. State Street Corp now owns 1,693,194 shares of the company’s stock valued at $355,554,000 after purchasing an additional 80,334 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of MongoDB by 5.2% in the 2nd quarter. Geode Capital Management LLC now owns 1,397,898 shares of the company’s stock valued at $292,597,000 after purchasing an additional 68,611 shares during the period. AQR Capital Management LLC grew its stake in MongoDB by 2,567.2% during the 2nd quarter. AQR Capital Management LLC now owns 1,111,647 shares of the company’s stock worth $233,435,000 after buying an additional 1,069,969 shares during the last quarter. Finally, Primecap Management Co. CA grew its stake in MongoDB by 20.1% during the 2nd quarter. Primecap Management Co. CA now owns 1,045,719 shares of the company’s stock worth $219,591,000 after buying an additional 175,169 shares during the last quarter. 89.29% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Hope F. Cochran sold 1,566 shares of the stock in a transaction on Wednesday, December 17th. The stock was 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 trade represents a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Thomas Bull sold 555 shares of the firm’s stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $413.86, for a total transaction of $229,692.30. Following the sale, the chief accounting officer directly owned 10,784 shares in the company, valued at $4,463,066.24. This represents a 4.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 32,504 shares of company stock valued at $13,389,622. Corporate insiders own 3.10% of the company’s stock.

MongoDB News Summary

Here are the key news stories impacting MongoDB this week:

• Positive Sentiment: Scotiabank upgraded MDB to “Sector Outperform”, raised its price target and boosted its FY2027 EPS forecast — a near?term driver of buying interest. Scotiabank upgrades MongoDB (MDB)
• Positive Sentiment: MongoDB expanded AI capabilities in Atlas (new embedding models, vector search and APIs) — product progress that supports the long?term growth thesis as customers build AI apps on Atlas. MongoDB Expands AI Capabilities: Is the Growth Thesis Strengthening?
• Positive Sentiment: Q4 results topped revenue and EPS expectations with Atlas contributing the bulk of revenue and 27% revenue growth year?over?year — supporting the company’s execution story despite mixed forward commentary. Should You Buy, Sell or Hold MongoDB Stock Post Q4 Earnings?
• Neutral Sentiment: Unusually large options volume (big buys of both calls and puts) indicates heightened short?term speculative activity and hedging — adds volatility risk but not a directional signal on fundamentals.
• Negative Sentiment: Multiple sell?side firms trimmed price targets in the last 24–36 hours (examples: Mizuho, UBS, Goldman, Piper Sandler and others), signaling reduced near?term upside expectations from analysts. Mizuho Cuts MongoDB (NASDAQ:MDB) Price Target to $290.00 UBS Group Lowers MongoDB (NASDAQ:MDB) Price Target to $275.00
• Negative Sentiment: Management’s FY2027 guidance still implies operating losses and a slower recovery path; that guidance triggered a sharp selloff earlier and keeps upside contingent on faster margin improvement or stronger revenue acceleration. Why MongoDB (MDB) Is Down 19.1% After Mixed 2026 Results And Loss?Heavy 2027 Guidance

MongoDB Stock Performance

MongoDB stock opened at $270.47 on Friday. MongoDB, Inc. has a one year low of $140.78 and a one year high of $444.72. The business has a fifty day moving average of $369.06 and a two-hundred day moving average of $350.98. The company has a market cap of $22.01 billion, a P/E ratio of -307.35, a price-to-earnings-growth ratio of 393.66 and a beta of 1.40.

MongoDB (NASDAQ:MDB) last posted its quarterly earnings results on Monday, March 2nd. The company reported $1.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.18. The company had revenue of $695.07 million during the quarter, compared to the consensus estimate of $669.40 million. MongoDB had a negative net margin of 2.89% and a negative return on equity of 1.03%. The company’s revenue for the quarter was up 26.8% on a year-over-year basis. During the same period last year, the firm earned $1.28 EPS. Sell-side analysts predict that MongoDB, Inc. will post -1.78 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the stock. Cantor Fitzgerald lowered their target price on shares of MongoDB from $454.00 to $378.00 and set an “overweight” rating on the stock in a research report on Tuesday. DA Davidson decreased their price target on shares of MongoDB from $465.00 to $385.00 and set a “buy” rating for the company in a research note on Wednesday, February 25th. BMO Capital Markets reissued an “outperform” rating and set a $340.00 price objective (down from $400.00) on shares of MongoDB in a research report on Tuesday. Stifel Nicolaus dropped their price objective on shares of MongoDB from $450.00 to $330.00 and set a “buy” rating on the stock in a research note on Tuesday. Finally, Royal Bank Of Canada reduced their target price on shares of MongoDB from $500.00 to $395.00 and set an “outperform” rating for the company in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, MongoDB currently has a consensus rating of “Moderate Buy” and an average price target of $354.18.

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.