Artisan Fund Boosts MongoDB Stake After Atlas-Fueled Q4 Beat
Artisan Mid Cap Fund increased its MongoDB position in Q4 2025, citing Atlas cloud platform’s scalability and rising enterprise AI adoption. MongoDB beat guidance on continued Atlas growth, raised full-year outlook, and shares closed at $305.37 after gaining 17.58% over 52 weeks but falling 25.86% in one month.
1. Fund Position Increase
The Artisan Mid Cap Fund added to its MongoDB stake in Q4 2025, citing Atlas cloud platform’s scalability and potential to capture enterprise AI workloads as key reasons for the increase.
2. Atlas Platform Growth and Outlook
MongoDB delivered Q4 results above guidance thanks to robust Atlas adoption, prompting management to raise the full-year revenue outlook and highlight accelerating demand for its cloud-native database services.
3. Stock Performance Metrics
As of February 23, shares closed at $305.37, marking a 17.58% gain over the past 52 weeks but a 25.86% decline over the last month, with a market capitalization near $24.9 billion.
4. Institutional Ownership Trends
Hedge fund ownership of MongoDB rose to 98 portfolios at the end of Q4, up from 89 in the prior quarter, reflecting growing institutional confidence in the company’s growth prospects.