MongoDB, Inc. (MDB): A Bull Case Theory
We came across a bullish thesis on MongoDB, Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on MDB.
Mongodb Inc. (MDB)
Market is closed
Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bourgeon Capital John Zaro | 38,793 | $16,281,035 | +1% | 2.63% |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 30,000 | $12,590,700 | 0.28% | |
| 3. | Bayforest Capital Theodoros Tsagaris | 710 | $297,980 | -44% | 0.22% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $40.26 | 1,200,000 | $48,312,000.00 | 3,830,271 | 2018-05-08 | Filing | |
| $38.14 | 14,850 | $566,379.00 | 2,630,271 | 2018-05-08 | Filing | |
| $38.35 | 450,000 | $17,255,250.00 | 2,615,421 | 2018-05-03 | Filing | |
| $24.00 | 1,000 | $24,000.00 | 1,000 | 2017-10-23 | Filing | |
| $24.00 | 1,000 | $24,000.00 | 1,000 | 2017-10-23 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $388.31 | 1,139 | $442,285.09 | 81,652 | 2026-01-15 | Filing | |
| $409.38 | 6,114 | $2,502,949.32 | 1,031,316 | 2026-01-14 | Filing | |
| $408.58 | 340 | $138,917.20 | 1,037,430 | 2026-01-14 | Filing | |
| $406.49 | 200 | $81,298.00 | 1,037,770 | 2026-01-14 | Filing | |
| $405.47 | 1,008 | $408,713.76 | 1,037,970 | 2026-01-14 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,642,666 | $3,627,240,493 | 0.05% | |
| 2. | 786,300 | $330,002,247 | 0.12% | |
| 3. | Imc-chicago, LlcCALL | 718,000 | $301,337,420 | 0.11% |
| 4. | 715,100 | $300,120,318 | 0.1% | |
| 5. | 517,742 | $217,291,140 | 0.04% |
News See All
10 Best AI Software Stocks to Buy Now
On January 10, Yahoo Finance reported that concerns about “the death of software” because of AI may be greatly overstated.
10 High-Flying Tech Stocks to Buy
On January 22, Dan Ives, Global Head of Technology Research at Wedbush Securities, appeared on a CNBC Television interview to discuss how the AI trade is accelerating.
10 AI Stocks on Market Radar
According to Microsoft CEO Satya Nadella, the race to dominate artificial intelligence is no longer a game of algorithms.
Analysts Reinforce Bullish View on MongoDB (MDB) as Structural AI Winner
MongoDB Inc. (NASDAQ:MDB) is among the best software infrastructure stocks to buy according to hedge funds.
12 Best Software Infrastructure Stocks to Buy According to Hedge Funds
An estimated $45 trillion opportunity may emerge in the software application layer as AI infrastructure spending moves up the stack, according to Byron Dieter, Partner at Bessemer Venture Partners.
Truist Raises MongoDB (MDB) PT to $500, Highlighting Persistence in AI Valuation Gap
MongoDB Inc. (NASDAQ:MDB) is one of the hot tech stocks to invest in. On January 7, Truist raised the firm’s price target on MongoDB to $500 from $450 and kept a Buy rating on the shares.
13 Hot Tech Stocks to Invest In
On January 6, Dan Ives of Wedbush Securities appeared on CNBC's 'Closing Bell' team to discuss the state of the tech bull market and the keynote address by Nvidia CEO Jensen Huang at CES.
MongoDB (MDB) Faces Strategic Crossroads as AI and Data Competition Intensifies, Raymond James Starts With Market Perform
MongoDB, Inc. (NASDAQ:MDB) ranks among the best big data stocks to invest in. On December 15, Raymond James began coverage of MongoDB, Inc. (NASDAQ:MDB), with a Market Perform rating.
12 Best Big Data Stocks to Invest In
Back in 2024, the rise of generative AI took the spotlight in the market, with the discussion shifting to agents in 2025.