MongoDB, Inc. Class A(MDB)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
Snapshot
$313.79
- 52-Week Range
- $196.00 – $444.72
- YTD
- -21.48%
- IV Rank (30D)
- 9.74
- Straddle Price
- $48.02
- P/C Vol Ratio
- 0.76
- Market Cap
- $26.8B
Fair Value
+7.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 0.5% and dividend payments are stable.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.49% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.24% (VRP-adj) |
| WACC | 9.93% |
| Volatility Risk Premium | -10.5pp (IV − HV30), ERP adj -25bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +16.3% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.6B |
| Return on Equity (TTM) | -1.0% |
| Book / Price | 10.8% |
| Gross Margin (TTM) | 72.0% |
| FCF Margin (TTM) | 22.7% |
| Debt / Equity | 0.00 |
| Quality Score | 5/6 — high quality (12y DCF) |
| Market-Implied Growth | +21.1% (reverse-DCF on current price) |
| SMA 50 | $302.15 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $345.85 |
| Bollinger Width / SMA20 | 8.9% (drives anchor stability) |
| Net Debt | $-1.0B |
| Market Cap | $27B |
Peers used for multiples: CVLT, DDOG, DT, INOD, NTNX, RBRK, SNOW, TDC
Blended Fair Value
$336.84
Current Price
$314.83
Deviation
+7.0%
Forward-Return Rank
LONG
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -2.5% ⚠ | +0.52 | +0.16 | 34.2% | — |
| 42d | -3.2% ⚠ | +0.94 | +0.37 | 43.9% | — |
| 63d | -2.6% ⚠ | +0.98 | +0.40 | 43.0% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $249.95 | 21% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 75.1× · 6 peers |
| Peer EV/EBITDA | n/a | 0% | median 44.7× · 6 peers |
| Peer P/B | $797.73 | 8% | median 22.1× · 6 peers |
| Peer P/S | $283.70 | 8% | median 8.1× · 8 peers |
| Market Anchor (SMA50) | $302.15 | 42% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $334.09 | 21% | 61 strikes · skew -0.05 |
As of 2026-06-22 · updated 2026-06-22 18:01:31.403000
Info
- Industry (SIC)
- SERVICES-PREPACKAGED SOFTWARE (7372)
- Exchange
- XNAS
- Market Cap
- $26.8B
Founded in 2007, MongoDB is a vendor of a document-oriented database that accelerates the development processes of new applications. Enterprise customers can choose between the fully managed offering, MongoDB Atlas, or the self-managed version, MongoDB Enterprise Advanced. MongoDB is a popular tool among developers, and its free Community Server has recorded over 500 million downloads since 2009.
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +4.98% | 9 |
| Feb | +1.64% | 9 |
| Mar | -0.45% | 9 |
| Apr | +0.94% | 9 |
| May | +9.60% | 9 |
| Jun | +9.18% | 9 |
| Jul | +3.53% | 8 |
| Aug | +1.53% | 8 |
| Sep | -3.40% | 8 |
| Oct | +1.64% | 9 |
| Nov | +4.52% | 9 |
| Dec | +5.00% | 9 |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $345.69
SMA 50: $303.85
SMA 200: $332.53
Current: $314.30
EMA 12: $340.07
EMA 26: $333.19
MACD: 6.8737 | Signal: -6.7722
BULLISH
ADX (14): 17.45
RANGE
+DI: 18.86
−DI: 25.47
Momentum Oscillators
RSI (14): 44.47
NEUTRAL
Stoch %K: 17.34
Stoch %D: 29.12
Williams %R: -95.09
Volume & Volatility
BB Upper: $399.36
BB Lower: $292.02
NEUTRAL
OBV: 55,911,417
Vol SMA 20: 2,898,091
Vol ROC: -32.08%
ATR: $23.39
True Range: $23.50
HV 20: 99.6%
HV 30: 85.3%
HV 60: 71.7%
Data Summary
Data Points: 500
Last Updated: 2026-06-22T18:00:27.952000
Date Range: 2024-06-21T00:00:00 – 2026-06-18T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Earnings History
4 of 7 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-29 | After-Close | 15.56% | 4.14% | 0.27x | Within |
| 2024-12-09 | After-Close | 15.51% | 24.63% | 1.59x | Exceeded |
| 2025-06-04 | After-Close | 14.57% | 2.48% | 0.17x | Within |
| 2025-08-26 | After-Close | 16.10% | 30.68% | 1.91x | Exceeded |
| 2025-12-01 | After-Close | 13.93% | 11.10% | 0.80x | Within |
| 2026-03-02 | After-Close | 16.59% | 21.46% | 1.29x | Exceeded |
| 2026-05-28 | After-Close | 17.31% | 1.35% | 0.08x | Within |
Options Activity
- IV Rank (30D)
- 9.74
- IV Rank (7D)
- 100
- Avg IV
- 72.0%
- Straddle (30D)
- $48.02
- Straddle (7D)
- $19.90
- P/C Volume
- 0.76
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 1.75
- Correlation (SPY)
- 29.7%
- R²
- 0.09
- Ann. Volatility
- 73.4%
- SPY Volatility
- 12.4%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 81,326,998 (as of 2026-04-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
41 filers$1.74B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $476.96M | 27.35% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $360.42M | 20.67% | 2026-03-31 |
| 3 | IMC-Chicago, LLC Custodian | $227.54M | 13.05% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $166.30M | 9.54% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $140.87M | 8.08% | 2025-09-30 |
| 6 | Cubist Systematic Strategies, LLC | $56.15M | 3.22% | 2025-09-30 |
| 7 | Optiver Holding B.V. | $50.28M | 2.88% | 2026-03-31 |
| 8 | Walleye Trading LLC | $39.02M | 2.24% | 2026-03-31 |
| 9 | Squarepoint Ops LLC | $36.30M | 2.08% | 2026-03-31 |
| 10 | PICTON MAHONEY ASSET MANAGEMENT | $35.49M | 2.04% | 2026-03-31 |
| 11 | SIMPLEX TRADING, LLC Custodian | $23.60M | 1.35% | 2026-03-31 |
| 12 | MILLENNIUM MANAGEMENT LLC Custodian | $17.72M | 1.02% | 2026-03-31 |
| 13 | Qube Research & Technologies Ltd | $16.89M | 0.97% | 2026-03-31 |
| 14 | GROUP ONE TRADING LLC Custodian | $15.20M | 0.87% | 2026-03-31 |
| 15 | BlackRock, Inc. Custodian | $10.53M | 0.60% | 2026-03-31 |
| 16 | CAPITAL FUND MANAGEMENT S.A. | $6.78M | 0.39% | 2026-03-31 |
| 17 | Point72 Asset Management, L.P. | $6.56M | 0.38% | 2026-03-31 |
| 18 | D. E. Shaw & Co., Inc. Custodian | $6.44M | 0.37% | 2026-03-31 |
| 19 | BNP PARIBAS FINANCIAL MARKETS Custodian | $5.83M | 0.33% | 2026-03-31 |
| 20 | Man Group plc | $5.56M | 0.32% | 2026-03-31 |
| 21 | JPMORGAN CHASE & CO Custodian | $4.70M | 0.27% | 2026-03-31 |
| 22 | TUDOR INVESTMENT CORP ET AL | $4.70M | 0.27% | 2026-03-31 |
| 23 | Walleye Capital LLC | $3.84M | 0.22% | 2026-03-31 |
| 24 | Twin Tree Management, LP | $3.60M | 0.21% | 2026-03-31 |
| 25 | BALYASNY ASSET MANAGEMENT L.P. | $3.28M | 0.19% | 2026-03-31 |
44 filers$1.39B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $369.11M | 26.59% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $183.77M | 13.24% | 2026-03-31 |
| 3 | WOLVERINE TRADING, LLC Custodian | $167.66M | 12.08% | 2025-09-30 |
| 4 | IMC-Chicago, LLC Custodian | $154.35M | 11.12% | 2026-03-31 |
| 5 | CITADEL ADVISORS LLC Custodian | $103.22M | 7.44% | 2026-03-31 |
| 6 | Cubist Systematic Strategies, LLC | $57.14M | 4.12% | 2025-09-30 |
| 7 | MILLENNIUM MANAGEMENT LLC Custodian | $31.55M | 2.27% | 2026-03-31 |
| 8 | PEAK6 LLC | $31.16M | 2.25% | 2026-03-31 |
| 9 | Walleye Trading LLC | $27.32M | 1.97% | 2026-03-31 |
| 10 | UBS Group AG Custodian | $25.99M | 1.87% | 2026-03-31 |
| 11 | Optiver Holding B.V. | $25.41M | 1.83% | 2026-03-31 |
| 12 | D. E. Shaw & Co., Inc. Custodian | $22.08M | 1.59% | 2026-03-31 |
| 13 | GOLDMAN SACHS GROUP INC Custodian | $19.19M | 1.38% | 2026-03-31 |
| 14 | SIMPLEX TRADING, LLC Custodian | $18.90M | 1.36% | 2026-03-31 |
| 15 | Point72 Asset Management, L.P. | $18.31M | 1.32% | 2026-03-31 |
| 16 | Squarepoint Ops LLC | $15.93M | 1.15% | 2026-03-31 |
| 17 | BNP PARIBAS FINANCIAL MARKETS Custodian | $14.98M | 1.08% | 2026-03-31 |
| 18 | BARCLAYS PLC Custodian | $14.81M | 1.07% | 2026-03-31 |
| 19 | Qube Research & Technologies Ltd | $11.14M | 0.80% | 2026-03-31 |
| 20 | Oribel Capital Management, LP | $10.28M | 0.74% | 2026-03-31 |
| 21 | TUDOR INVESTMENT CORP ET AL | $8.27M | 0.60% | 2026-03-31 |
| 22 | Centiva Capital, LP | $7.34M | 0.53% | 2026-03-31 |
| 23 | BALYASNY ASSET MANAGEMENT L.P. | $7.00M | 0.50% | 2026-03-31 |
| 24 | CAPITAL FUND MANAGEMENT S.A. | $6.14M | 0.44% | 2026-03-31 |
| 25 | Parallax Volatility Advisers, L.P. | $5.87M | 0.42% | 2026-03-31 |
Insider Activity
Latest: 2026-06-18
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-18 | MICHAEL J BERRY | Chief Financial Officer | Sell (S) | −5,000 | $351.11 | -$1.76M | EDGAR |
| 2026-06-17 | MICHAEL J BERRY | Chief Financial Officer | Sell (S) | −5,000 | $356.63 | -$1.78M | EDGAR |
| 2026-06-16 | DWIGHT A MERRIMAN | Director | Sell (S) | −16,000 | $352.04 | -$5.63M | EDGAR |
| 2026-06-08 | Dev Ittycheria | Director | Sell (S) | −40,000 | $383.16 | -$15.33M | EDGAR |
| 2026-06-04 | ROELOF BOTHA | Director | Sell (S) | −44,050 | $398.07 | -$17.53M | EDGAR |
| 2026-06-02 | Hope F Cochran | Director | Sell (S) | −1,000 | $350.00 | -$350.0K | EDGAR |
| 2026-05-18 | DWIGHT A MERRIMAN | Director | Sell (S) | −16,000 | $304.36 | -$4.87M | EDGAR |
| 2026-05-11 | DWIGHT A MERRIMAN | Director | Sell (S) | −2,000 | $290.06 | -$580.1K | EDGAR |
| 2026-04-16 | DWIGHT A MERRIMAN | Director | Sell (S) | −12,000 | $242.03 | -$2.90M | EDGAR |
| 2026-04-03 | Cedric Pech | President, Field Operations | Mixed | +19,466 | $244.77 | -$588.7K | EDGAR |
| 2026-04-03 | Dev Ittycheria | Director | Mixed | +18,110 | $244.77 | -$6.48M | EDGAR |
| 2026-04-03 | Chirantan Jitendra Desai | President & CEO | Tax (F) | −2,262 | $244.77 | -$553.7K | EDGAR |
| 2026-04-03 | Hope F Cochran | Director | Mixed | +2,351 | $76.63 | -$360.8K | EDGAR |
| 2026-03-19 | MICHAEL J BERRY | Chief Financial Officer | Award (A) | +17,002 | — | EDGAR | |
| 2026-03-19 | Chirantan Jitendra Desai | President & CEO | Award (A) | +34,832 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
24 insiders · @ $314.30
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Alexander C Sacerdote | 10%+ Owner | 3,316,942 | $1.04B | -$78.18M | 2 | 2018-12-03 |
| 2 | Whale Rock Capital Management LLC | 10%+ Owner | 2,630,271 | $826.69M | $97.76M | 1 | 2018-05-10 |
| 3 | Eliot Horowitz | Chief Technology Officer | 1,575,012 | $495.03M | -$65.90M | 33 | 2020-07-06 |
| 4 | DWIGHT A MERRIMAN | Director | 1,457,587 | $458.12M | -$270.88M | 113 | 2026-06-16 |
| 5 | Dev Ittycheria | President & CEO | 162,479 | $51.07M | -$846.49M | 98 | 2026-06-08 |
| 6 | ROELOF BOTHA | Director | 161,936 | $50.90M | -$37.67M | 19 | 2026-06-04 |
| 7 | MICHAEL J BERRY | Chief Financial Officer | 86,812 | $27.29M | -$3.54M | 4 | 2026-06-18 |
| 8 | Michael Lawrence Gordon | COO and CFO | 80,062 | $25.16M | -$171.82M | 71 | 2025-01-06 |
| 9 | Chirantan Jitendra Desai | President & CEO | 76,666 | $24.10M | $0 | 3 | 2026-04-03 |
| 10 | Cedric Pech | President, Field Operations | 73,908 | $23.23M | -$89.18M | 72 | 2026-04-03 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-06-17
? Form 144 Guide
Last 30d:
9 filings
· $68.7M notice value
· Last 90d:
15 filings
· $77.8M notice value
· 7 unique filers
· 67% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
Top 90-day filers:
Dev Ittycheria (2, $20.5M) · Pech Cedric (1, $20.2M) · BV369 TRUST (1, $17.5M) · MERRIMAN DWIGHT A (7, $14.0M) · Michael J. Berry (1, $3.4M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-17 | HOPE COCHRAN | Director | 1,000 | $348.8K | 2026-06-17 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-15 | Michael J. Berry | Officer | 10,000 | $3.43M | 2026-06-15 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2026-06-15 | MERRIMAN DWIGHT A | Director | 6,000 | $2.09M | 2026-06-15 | Wells Fargo Clearing Services | 10b5-1 | EDGAR |
| 2026-06-12 | MERRIMAN DWIGHT A | Director | 10,000 | $3.54M | 2026-06-12 | Wells Fargo Clearing Services | 10b5-1 | EDGAR |
| 2026-06-04 | Dev Ittycheria | Director | 40,000 | $15.33M | 2026-06-04 | Merrill Lynch Pierce Fenner & Sm… | — | EDGAR |
| 2026-06-02 | BV369 TRUST | Director | 44,050 | $17.53M | 2026-06-02 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-02 | Pech Cedric | Former employee | 51,002 | $20.20M | 2026-06-02 | UBS Securities LLC | — | EDGAR |
| 2026-06-02 | Dev Ittycheria | Director | 13,039 | $5.19M | 2026-06-02 | Merrill Lynch Pierce Fenner & Sm… | — | EDGAR |
| 2026-05-27 | Thomas Bull | Officer | 3,131 | $1.05M | 2026-05-19 | Merrill | — | EDGAR |
| 2026-05-18 | MERRIMAN DWIGHT A | Director | 6,000 | $1.89M | 2026-05-18 | Wells Fargo Clearing Services | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-29
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-28 | 0001628280-26-038798 | EDGAR |
| 2026-03-02 | 0001628280-26-013199 | EDGAR |
| 2025-12-01 | 0001628280-25-054425 | EDGAR |
| 2025-11-03 | 0001628280-25-047941 | EDGAR |
| 2025-09-17 | 0001441816-25-000197 | EDGAR |
| 2025-08-26 | 0001441816-25-000176 | EDGAR |
| 2025-07-03 | 0001441816-25-000151 | EDGAR |
| 2025-06-04 | 0001441816-25-000116 | EDGAR |
| 2025-04-28 | 0001441816-25-000089 | EDGAR |
| 2025-04-21 | 0001441816-25-000085 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-03-11 | 0001628280-26-016799 | EDGAR |
| 2025-03-21 | 0001441816-25-000057 | EDGAR |
| 2024-03-15 | 0001441816-24-000049 | EDGAR |
| 2023-03-17 | 0001441816-23-000027 | EDGAR |
| 2022-03-18 | 0001441816-22-000059 | EDGAR |
| 2021-03-22 | 0001441816-21-000051 | EDGAR |
| 2020-03-27 | 0001441816-20-000067 | EDGAR |
| 2019-04-01 | 0001441816-19-000067 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-29 | 0001628280-26-039150 | EDGAR |
| 2025-12-02 | 0001628280-25-054768 | EDGAR |
| 2025-08-27 | 0001441816-25-000181 | EDGAR |
| 2025-06-04 | 0001441816-25-000118 | EDGAR |
| 2024-12-10 | 0001441816-24-000260 | EDGAR |
| 2024-08-30 | 0001441816-24-000188 | EDGAR |
| 2024-05-31 | 0001441816-24-000111 | EDGAR |
| 2023-12-07 | 0001441816-23-000248 | EDGAR |
| 2023-09-01 | 0001441816-23-000168 | EDGAR |
| 2023-06-02 | 0001441816-23-000087 | EDGAR |
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/B Ratio | 9.1 |
| P/S Ratio | 10.3 |
| EV/EBITDA | -316.1 |
| TTM Revenue | $2.6B |
| TTM Net Income | $-0.0B |
| TTM EPS | $-0.36 |
| ROE | -1.0% |