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MongoDB, Inc.

MDB
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001441816

In the last 90 days, MongoDB, Inc. insiders filed 0 open-market purchases and 5 sales; 875 institutions reported holding it in 13F filings for Q2 2026, worth $25.0B in total; ValueAct Capital is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in MongoDB, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
468
No complete 13F data for Q4 2020
Shares held
53.4M
No complete 13F data for Q4 2020
Total value
$14.2B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MDB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 468 institutions
Q1 2021: 468 institutionsQ2 2021: 463 institutionsQ3 2021: 511 institutionsQ4 2021: 561 institutionsQ1 2022: 571 institutionsQ2 2022: 539 institutionsQ3 2022: 509 institutionsQ4 2022: 522 institutionsQ1 2023: 528 institutionsQ2 2023: 663 institutionsQ3 2023: 668 institutionsQ4 2023: 748 institutionsQ1 2024: 737 institutionsQ2 2024: 662 institutionsQ3 2024: 667 institutionsQ4 2024: 713 institutionsQ1 2025: 663 institutionsQ2 2025: 693 institutionsQ3 2025: 778 institutionsQ4 2025: 915 institutionsQ1 2026: 817 institutionsQ2 2026: 875 institutions
Value heldQ1 2021: $14.2B
Q1 2021: $14.2BQ2 2021: $21.1BQ3 2021: $27.9BQ4 2021: $31.7BQ1 2022: $26.8BQ2 2022: $16.0BQ3 2022: $12.3BQ4 2022: $12.2BQ1 2023: $14.8BQ2 2023: $26.1BQ3 2023: $22.3BQ4 2023: $26.4BQ1 2024: $23.5BQ2 2024: $17.0BQ3 2024: $18.2BQ4 2024: $15.3BQ1 2025: $12.1BQ2 2025: $14.5BQ3 2025: $22.7BQ4 2025: $30.5BQ1 2026: $17.5BQ2 2026: $25.0B
Institutions holding MDB and their total value by quarter
QuarterHoldersValue
Q2 2026875$25.0B
Q1 2026817$17.5B
Q4 2025915$30.5B
Q3 2025778$22.7B
Q2 2025693$14.5B
Q1 2025663$12.1B
Q4 2024713$15.3B
Q3 2024667$18.2B
Q2 2024662$17.0B
Q1 2024737$23.5B
Q4 2023748$26.4B
Q3 2023668$22.3B
Q2 2023663$26.1B
Q1 2023528$14.8B
Q4 2022522$12.2B
Q3 2022509$12.3B
Q2 2022539$16.0B
Q1 2022571$26.8B
Q4 2021561$31.7B
Q3 2021511$27.9B
Q2 2021463$21.1B
Q1 2021468$14.2B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding MongoDB, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MDB in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Glassman Wealth Services1$00.00%––
Financial Perspectives, Inc181,050$6770.03%––
Clearstead Advisors, LLC4$1.00K0.00%––
Kistler-Tiffany Companies, LLC3$1.00K0.00%––
JJJ Advisors Inc.5$1.00K0.00%––
Turim 21 Investimentos Ltda.4$1.00K0.00%––
Sugarloaf Wealth Management, LLC4$1.00K0.00%––
Institutional & Family Asset Management, LLC2$1.00K0.00%––
Alpha DNA Investment Management LLC4$1.00K0.00%––
FourThought Financial, LLC5$1.00K0.00%––
Enterprise Financial Services Corp8$2.00K0.00%––
Better Money Decisions, LLC7$2.00K0.00%––
Berkshire Capital Holdings Inc10$3.00K0.00%––
Tradewinds Capital Management, LLC10$3.00K0.00%––
Berman Capital Advisors, LLC13$3.00K0.00%––
Plante Moran Financial Advisors, LLC15$4.00K0.00%––
Rocky Mountain Advisers, LLC15$4.00K0.01%––
Edmond de Rothschild Holding S.A.14$4.00K0.00%––
Bedel Financial Consulting, Inc.16$4.00K0.00%––
International Assets Investment Management, LLC10$4.00K0.00%––
Raffa Wealth Management, LLC19$4.97K0.00%––
Altshuler Shaham Ltd20$5.00K0.00%––
Grandview Asset Management LLC17$5.00K0.00%––
Annapolis Financial Services, LLC19$5.00K0.00%––
First Financial Corp28$7.00K0.00%––
Earnest Partners LLC28$7.00K0.00%––
Credit Agricole S A25$7.00K0.00%––
Versant Capital Management, Inc28$7.00K0.00%––
Ade, LLC27$7.00K0.01%––
Sandy Spring Bank35$9.00K0.00%––
Sargent Bickham Lagudis LLC35$9.00K0.00%––
Loomis Sayles & Co L P38$10.0K0.00%––
Cutler Group LP39$10.0K0.00%––
Parallel Advisors, LLC61$16.0K0.00%––
Winch Advisory Services, LLC65$17.0K0.01%––
First Horizon Advisors, Inc.69$17.0K0.00%––
Lindbrook Capital, LLC62$17.0K0.00%––
Brewin Dolphin Wealth Management Ltd70$18.7K0.00%––
Captrust Financial Advisors71$19.0K0.00%––
Jacobi Capital Management LLC80$21.0K0.00%––
Carmichael Hill & Associates, Inc.84$22.0K0.01%––
McCarthy Asset Management, Inc.84$22.0K0.02%––
Adirondack Trust Co88$24.0K0.01%––
Stonebridge Capital Advisors LLC90$24.0K0.00%––
Massmutual Trust Co FSB92$25.0K0.00%––
Brewin Dolphin Ltd100$26.7K0.00%––
Central Trust Co100$27.0K0.00%––
HBC Financial Services, PLLC50$27.5K0.02%––
Harvest Fund Management Co., Ltd118$31.0K0.00%––
Newbridge Financial Services Group, Inc.122$33.0K0.02%––
Penserra Capital Management LLC134$35.0K0.00%––
Financial Avengers, Inc.135$36.0K0.03%––
Quadrant Capital Group LLC145$39.0K0.01%––
State of Wyoming145$39.0K0.06%––
Robeco Institutional Asset Management B.V.157$42.0K0.00%––
Valeo Financial Advisors, LLC185$49.0K0.00%––
Ameritas Investment Company, LLC200$53.5K0.00%––
Fieldpoint Private Securities, LLC230$62.0K0.01%––
Proequities, Inc.236$63.0K0.00%––
Meeder Asset Management Inc250$67.0K0.00%––
Signaturefd, LLC250$67.0K0.00%––
Baillie Gifford & Co253$68.0K0.00%––
IFP Advisors, Inc271$76.0K0.00%––
Wealthcare Advisory Partners LLC288$77.0K0.01%––
Nisa Investment Advisors, LLC300$80.0K0.00%––
Tfo-TDC, LLC308$82.0K0.02%––
American Portfolios Advisors329$88.0K0.00%––
Laurel Wealth Advisors LLC328$88.0K0.02%––
Sowell Financial Services LLC354$91.0K0.00%––
Total Clarity Wealth Management, Inc.355$95.0K0.05%––
TCI Wealth Advisors, Inc.426$114.0K0.05%––
O'Shaughnessy Asset Management, LLC485$130.0K0.00%––
Livforsakringsbolaget Skandia, Omsesidigt500$134.0K0.01%––
STRS Ohio542$144.0K0.00%––
Pittenger & Anderson Inc538$144.0K0.01%––
Agf Investments Inc.558$149.0K0.00%––
Fifth Third Bancorp611$163.0K0.00%––
Steward Partners Investment Advisory, LLC680$181.9K0.00%––
First Mercantile Trust Co696$186.0K0.02%––
Baldwin Brothers Inc700$187.0K0.02%––
Capital Impact Advisors, LLC749$200.0K0.07%––
Paragon Advisors, LLC748$200.0K0.11%––
Quantitative Systematic Strategies LLC752$201.0K0.03%––
Jefferies Group LLC781$208.9K0.00%––
Montag A & Associates Inc792$212.0K0.01%––
Navis Wealth Advisors, LLC800$214.0K0.20%––
BI Asset Management Fondsmaeglerselskab A/S813$217.0K0.01%––
Equitable Holdings, Inc.850$227.0K0.00%––
Advisors Asset Management, Inc.872$233.2K0.00%––
Spire Wealth Management884$236.0K0.01%––
Ieq Capital, LLC887$237.0K0.01%––
Valley National Advisers Inc893$239.0K0.05%––
Prudential PLC923$247.0K0.00%––
Castleark Management LLC930$249.0K0.01%––
Symphony Financial, Ltd. Co.847$251.0K0.07%––
Gsa Capital Partners LLP957$256.0K0.04%––
United Capital Financial Advisers, LLC995$266.0K0.00%––
Prio Wealth Limited Partnership1,000$267.0K0.01%––
Tower Bridge Advisors1,000$267.4K0.02%––
E. Ohman J:or Asset Management AB1,000$267.4K0.01%––