MDB
Underperforming without a clear catalyst yet
- MDB −1.05% on the last session vs SPY −0.29%: −0.8 pts of stock-specific move.
- Against the group: its software peers +1.9% (+2.2 pts vs SPY).
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| May 14, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Jun 8 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Sep 12, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| ValueAct (Mason Morfit) | 165,700 | $55.7M | 0.99% | -84% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 36,467 | $12.2M | 0.05% | -26% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | ValueAct (Mason Morfit) | Trimmed | 13F, Q2 2026 | 872,100 | $292.9M | 1.0% | Aug 14 |
| May 15, 2026 | Soros Fund Management (George Soros) | Sold out | 13F, Q1 2026 | 28,373 | $11.9M | May 15 | |
| May 15, 2026 | ValueAct (Mason Morfit) | Trimmed | 13F, Q1 2026 | 369,000 | $90.3M | 4.4% | May 15 |
| Feb 17, 2026 | Tiger Global (Chase Coleman) | Sold out | 13F, Q4 2025 | 341,000 | $105.8M | Feb 17 | |
| Feb 17, 2026 | ValueAct (Mason Morfit) | Trimmed | 13F, Q4 2025 | 711,400 | $298.6M | 8.4% | Feb 17 |
| Feb 13, 2026 | Soros Fund Management (George Soros) | Trimmed | 13F, Q4 2025 | 7,145 | $3M | 0.2% | Feb 13 |
| Nov 14, 2025 | Tiger Global (Chase Coleman) | New stake | 13F, Q3 2025 | 341,000 | $105.8M | 0.3% | Nov 14 |
| Nov 14, 2025 | Soros Fund Management (George Soros) | New stake | 13F, Q3 2025 | 35,518 | $11M | 0.3% | Nov 14 |
| Nov 14, 2025 | ValueAct (Mason Morfit) | Added | 13F, Q3 2025 | 1,427,700 | $247.5M | 6.2% | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves