MDB MongoDB, Inc.

MIXED Impact: 6/10 Institutional Cluster
Horizon weeks Processed 2mo ago
Institutional cluster: 2 buyers, 3 sellers (mixed)
Latest settled — T+20d
MDB ▼ -27.80% at T+20d
NEUTRAL call ✗ call lost -27.80% · α vs SPY -19.86% · entry $323.97 → $233.90
Next anchor: T+60d in 2d
Latest observation: T+56 -26.67% FF3 residual α
Entry anchored
Feb 27, 03:59 PM ET
via Databento tick
T+1d
-22.34%
call -22.34% · α -21.43%
$251.58
settled 3mo ago
T+5d
-16.12%
call -16.12% · α -14.91%
$271.75
settled 3mo ago
T+20d
-27.80%
call -27.80% · α -19.86%
$233.90
settled 8w ago
T+60d
call — · α —
in 2d

Executive Summary

Institutional activity for MongoDB (MDB) in 2025-Q4 shows a mixed signal: sovereign wealth fund Norges Bank initiated a large $574.8M position, and Two Sigma doubled down with an $84.7M increase, while three major institutions — including Morgan Stanley and BofA — trimmed positions totaling $377.5M in net outflows, with RenTech fully exiting its $28.8M stake.

Key Financial Metrics

Direction
mixed
Buy Value
$659.5M
Sell Value
$377.5M
Net Flow
$282.0M

Institutional Positions

Net institutional flow: $282.0M

▲ Buyers (2)

InstitutionActionChangePosition ValueValue Δ
Norges Bank NEW +0% $574.8M $574.8M
Two Sigma DOUBLED +231.3% $109.0M $84.7M

▼ Sellers (3)

InstitutionActionChangePrev ValueValue Δ
Morgan Stanley TRIM -49.2% $844.2M -$264.5M
BofA TRIM -45.7% $316.4M -$84.1M
RenTech EXIT -100% $28.8M -$28.8M

Actionable Insight

The divergence suggests a split among top institutions — long-term conviction from Norges Bank and Two Sigma versus profit-taking or risk-off behavior by large passives and RenTech. Traders should monitor upcoming earnings and cloud database sector trends for catalysts that could resolve the disagreement.

Key Facts

  • Norges Bank (sovereign) established a new $574.8M position in MDB, the largest single institutional move.
  • Two Sigma (quant) doubled its stake, adding $84.7M in value.
  • Morgan Stanley trimmed 49.2% of its holdings, reducing exposure by $264.5M.
  • BofA reduced its position by 45.7%, exiting $84.1M in value.
  • RenTech (quant) completely exited its $28.8M position.

Financial Impact

Institutions accumulated $659.5M in new positions while 3 institutions reduced holdings by $377.5M, resulting in net institutional buying of $282M.

float ownershipinstitutional ownershipmarket sentiment

Risk Factors

  • Heavy trimming by mega-passive managers may signal reduced institutional support near-term.
  • RenTech's full exit could indicate deteriorating quantitative momentum or model-driven de-risking.

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

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

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-MDB-2025-Q4
6 reports for MDB
Performance horizon
Filters
Rows
Reports for MDB — sortable, filterable
Type Now
May 18, 2026
5d ago
144
NEUTRAL ★ 3/10
awaiting T+5
May 7, 2026
16d ago
144
NEUTRAL ★ 2/10
$291.98 $303.00▲ +3.78%▲ +2.27%
Apr 16, 2026
5w ago
144
NEUTRAL ★ 3/10
$251.00 $258.11▲ +2.83%▲ +1.85%
Apr 14, 2026
5w ago
144
NEUTRAL ★ 2/10
$232.78 $260.64▲ +11.97%▲ +10.57%
Apr 1, 2026
7w ago
144
NEUTRAL ★ 2/10
$253.37 $225.82▼ −10.87%▼ −14.49%
Feb 28, 2026
12w ago
Institutional Cluster
MIXED ★ 6/10
$323.97 $271.75▼ −16.12%▼ −14.91%
Showing 6 of 6

US Market Status

Market Closed — Opens Tue (34h 51m)

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