MongoDB, Inc.

MDB

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001441816

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $14.2B

Institutions holding MDB and their total value by quarter
Quarter	Holders	Value
Q2 2026	875	$25.0B
Q1 2026	817	$17.5B
Q4 2025	915	$30.5B
Q3 2025	778	$22.7B
Q2 2025	693	$14.5B
Q1 2025	663	$12.1B
Q4 2024	713	$15.3B
Q3 2024	667	$18.2B
Q2 2024	662	$17.0B
Q1 2024	737	$23.5B
Q4 2023	748	$26.4B
Q3 2023	668	$22.3B
Q2 2023	663	$26.1B
Q1 2023	528	$14.8B
Q4 2022	522	$12.2B
Q3 2022	509	$12.3B
Q2 2022	539	$16.0B
Q1 2022	571	$26.8B
Q4 2021	561	$31.7B
Q3 2021	511	$27.9B
Q2 2021	463	$21.1B
Q1 2021	468	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Walleye Capital LLC	2,823	$755.0K	0.05%	–	–
Sumitomo Mitsui DS Asset Management Company, Ltd	2,861	$765.0K	0.02%	–	–
Golden Green, Inc.	2,871	$768.0K	0.66%	–	–
Coastal Investment Advisors, Inc.	2,929	$783.0K	0.21%	–	–
Perigon Wealth Management, LLC	2,960	$792.0K	0.08%	–	–
Vontobel Holding Ltd.	3,093	$827.0K	0.01%	–	–
Rockefeller Capital Management L.P.	3,108	$831.0K	0.01%	–	–
Y-Intercept (Hong Kong) Ltd	3,202	$832.0K	0.22%	–	–
CWM, LLC	2,309	$835.0K	0.01%	–	–
NuWave Investment Management, LLC	3,138	$839.0K	1.06%	–	–
Wedbush Securities Inc	3,142	$840.0K	0.05%	–	–
Hamilton Lane Advisors LLC	3,182	$851.0K	0.28%	–	–
Geneos Wealth Management Inc.	2,970	$883.0K	0.02%	–	–
USS Investment Management Ltd	3,352	$897.0K	0.01%	–	–
Advisor Group Holdings, Inc.	3,364	$908.0K	0.00%	–	–
Aft, Forsyth & Company, Inc.	3,590	$960.0K	0.58%	–	–
Comerica Bank	3,161	$968.0K	0.01%	–	–
Avestar Capital, LLC	3,071	$972.0K	0.22%	–	–
Pearl River Capital, LLC	3,679	$984.0K	0.31%	–	–
Teamwork Financial Advisors, LLC	3,683	$985.0K	0.23%	–	–
Red Spruce Capital, LLC	3,701	$990.0K	0.63%	–	–
Daiwa Securities Group Inc.	3,742	$1.00M	0.01%	–	–
DekaBank Deutsche Girozentrale	3,907	$1.00M	0.00%	–	–
Metropolitan Life Insurance Co	3,791	$1.01M	0.02%	–	–
AE Wealth Management LLC	3,903	$1.04M	0.01%	–	–
Oppenheimer & Co Inc	3,913	$1.05M	0.02%	–	–
Candriam Luxembourg S.C.A.	3,086	$1.06M	0.01%	–	–
Maryland State Retirement & Pension System	3,998	$1.07M	0.04%	–	–
Morgens Waterfall Vintiadis & Co Inc	4,000	$1.07M	0.59%	–	–
Calamos Advisors LLC	4,004	$1.07M	0.01%	–	–
Prelude Capital Management, LLC	4,013	$1.07M	0.07%	–	–
Cambridge Investment Research Advisors, Inc.	4,149	$1.11M	0.01%	–	–
York Capital Management Global Advisors, LLC	4,160	$1.11M	0.16%	–	–
Blueshift Asset Management, LLC	4,205	$1.13M	0.11%	–	–
Parametrica Management Ltd	4,342	$1.13M	0.54%	–	–
Raymond James Financial Services Advisors, Inc.	4,291	$1.15M	0.00%	–	–
Laurion Capital Management LP	4,336	$1.16M	0.02%	–	–
Benjamin F. Edwards & Company, Inc.	4,429	$1.18M	0.06%	–	–
MML Investors Services, LLC	4,500	$1.20M	0.01%	–	–
Jackson Square Capital, LLC	4,672	$1.25M	0.48%	–	–
Silicon Valley Community Foundation	4,680	$1.25M	0.08%	–	–
Magnetar Financial LLC	4,753	$1.27M	0.01%	–	–
Engineers Gate Manager LP	4,937	$1.32M	0.07%	–	–
HighTower Advisors, LLC	5,063	$1.35M	0.00%	–	–
Banco Santander, S.A.	5,136	$1.37M	0.01%	–	–
Westpac Banking Corp	5,178	$1.38M	0.02%	–	–
Lazard Asset Management LLC	5,190	$1.39M	0.00%	–	–
Simplex Trading, LLC	5,190	$1.39M	0.08%	–	–
Driehaus Capital Management LLC	5,203	$1.39M	0.02%	–	–
Centaurus Financial, Inc.	5,250	$1.40M	0.14%	–	–
Creative Planning	5,272	$1.41M	0.00%	–	–
AdvisorShares Investments LLC	5,294	$1.42M	0.18%	–	–
Standard Life Aberdeen plc	5,393	$1.44M	0.00%	–	–
Xponance, Inc.	5,419	$1.45M	0.03%	–	–
Nissay Asset Management Corp	5,449	$1.46M	0.01%	–	–
Dock Street Asset Management Inc	5,510	$1.47M	0.31%	–	–
Caliber Wealth Management, LLC	5,579	$1.49M	1.08%	–	–
Walleye Trading LLC	5,598	$1.50M	0.05%	–	–
IFM Investors Pty Ltd	5,831	$1.56M	0.04%	–	–
Vident Investment Advisory, LLC	5,838	$1.56M	0.05%	–	–
CIBC Private Wealth Group, LLC	5,872	$1.57M	0.00%	–	–
APG Asset Management N.V.	6,981	$1.59M	0.00%	–	–
Clear Street Markets LLC	6,000	$1.60M	0.47%	–	–
ETF Managers Group, LLC	6,541	$1.70M	0.03%	–	–
Evolutionary Tree Capital Management, LLC	6,401	$1.71M	1.01%	–	–
Russell Investments Group, Ltd.	6,581	$1.75M	0.00%	–	–
Summit Global Investments	6,630	$1.77M	0.11%	–	–
Public Employees Retirement Association of Colorado	6,890	$1.84M	0.01%	–	–
Advisory Services Network, LLC	6,957	$1.86M	0.07%	–	–
Connor, Clark & Lunn Investment Management Ltd.	7,015	$1.88M	0.01%	–	–
Toronto Dominion Bank	7,172	$1.92M	0.00%	–	–
Eaton Vance Management	7,219	$1.93M	0.00%	–	–
Cipher Capital LP	7,335	$1.96M	0.23%	–	–
Fortis Capital Management LLC	7,345	$1.96M	1.13%	–	–
Oregon Public Employees Retirement Fund	7,367	$1.97M	0.02%	–	–
Winfield Associates, Inc.	7,529	$2.01M	0.82%	–	–
Jasper Ridge Partners, L.P.	7,650	$2.05M	0.09%	–	–
Skandinaviska Enskilda Banken AB (publ)	7,921	$2.12M	0.01%	–	–
Jump Financial, LLC	8,195	$2.19M	0.20%	–	–
British Columbia Investment Management Corp	8,682	$2.32M	0.02%	–	–
Sciencast Management LP	7,994	$2.35M	0.47%	–	–
Victory Capital Management Inc	8,793	$2.35M	0.00%	–	–
Cinctive Capital Management LP	8,849	$2.37M	0.15%	–	–
Lisanti Capital Growth, LLC	9,135	$2.44M	0.31%	–	–
Zurcher Kantonalbank (Zurich Cantonalbank)	9,416	$2.52M	0.01%	–	–
Nomura Asset Management Co Ltd	9,479	$2.53M	0.02%	–	–
FORA Capital, LLC	9,562	$2.56M	0.84%	–	–
Amalgamated Bank	9,646	$2.58M	0.10%	–	–
Paloma Partners Management Co	9,683	$2.59M	0.08%	–	–
Handelsbanken Fonder AB	9,700	$2.59M	0.01%	–	–
Utah Retirement Systems	9,938	$2.66M	0.04%	–	–
Financial Architects, Inc	10,000	$2.67M	0.42%	–	–
Firsthand Capital Management, Inc.	10,000	$2.67M	0.75%	–	–
Gulf International Bank (UK) Ltd	10,030	$2.68M	0.04%	–	–
Alexandria Capital, LLC	10,320	$2.76M	0.28%	–	–
Xcel Wealth Management, LLC	10,667	$2.85M	1.02%	–	–
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	10,957	$2.93M	0.02%	–	–
Slow Capital, Inc.	9,243	$2.96M	0.64%	–	–
Employees Retirement System of Texas	11,282	$3.02M	0.04%	–	–
Forsta Ap-Fonden	11,600	$3.10M	0.04%	–	–