MongoDB, Inc.: management transactions · United States · SEC (Form 4)

About MongoDB, Inc.

MongoDB, Inc. is a U.S.-based software infrastructure and database company listed on the NASDAQ (MDB) in the United States. Originally incorporated in Delaware in November 2007 as 10Gen, Inc., the company adopted the MongoDB, Inc. name in 2013 and is headquartered in New York City. For international investors, MongoDB is best understood as a developer data platform positioned at the center of cloud modernization, hybrid deployment, and data-intensive application development. The company’s business model is anchored by a differentiated core technology: a modern general-purpose database built on a document-oriented architecture. That design is intended to deliver flexibility, scalability, performance, and reliability while preserving many of the strengths enterprises expect from mission-critical data infrastructure. Around that database foundation, MongoDB sells a broader platform of products and services, including MongoDB Atlas, its fully managed database-as-a-service offering; MongoDB Enterprise Advanced, its self-managed commercial platform for cloud, on-premises, and hybrid environments; and integrated capabilities such as Search, Vector Search, Data Federation, Charts, Stream Processing, and data lifecycle tools. This platform approach is strategically important because it expands MongoDB’s wallet share beyond the core database layer. Competitively, MongoDB operates in a crowded and highly strategic market. It faces incumbent database vendors such as Oracle, Microsoft, and IBM, as well as the database services offered by major cloud providers including AWS, Google Cloud, and Microsoft Azure. MongoDB’s competitive edge lies in its developer adoption, document model, and ability to support modern workloads, including cloud-native, real-time, and AI-enabled applications. In particular, the company has been positioning Atlas and its vector capabilities as relevant infrastructure for generative AI and retrieval-augmented applications. MongoDB has a global operating footprint, with offices across North America, Europe, and Asia. Its largest non-U.S. office locations include Dublin, Palo Alto, Singapore, Gurgaon, and London, underscoring its international commercial and engineering reach. Atlas remains the primary growth engine and accounts for the majority of revenue, reflecting the company’s continuing transition toward recurring cloud consumption. Recent developments have been material. MongoDB reported strong fiscal 2026 results, with revenue growth and Atlas growth remaining solid and customer counts continuing to rise. It also announced a leadership transition, appointing Chirantan “CJ” Desai as President and CEO effective November 10, 2025. In parallel, the company has highlighted product innovation around enterprise AI and expanded product leadership in 2026. For investors monitoring SEC Form 4 insider transactions, these operational and governance developments provide useful context when assessing sentiment and execution momentum.