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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 3 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
Summit Global Investments6,630$1.77M0.11%––
Russell Investments Group, Ltd.6,581$1.75M0.00%––
Evolutionary Tree Capital Management, LLC6,401$1.71M1.01%––
ETF Managers Group, LLC6,541$1.70M0.03%––
Clear Street Markets LLC6,000$1.60M0.47%––
APG Asset Management N.V.6,981$1.59M0.00%––
CIBC Private Wealth Group, LLC5,872$1.57M0.00%––
Vident Investment Advisory, LLC5,838$1.56M0.05%––
IFM Investors Pty Ltd5,831$1.56M0.04%––
Walleye Trading LLC5,598$1.50M0.05%––
Caliber Wealth Management, LLC5,579$1.49M1.08%––
Dock Street Asset Management Inc5,510$1.47M0.31%––
Nissay Asset Management Corp5,449$1.46M0.01%––
Xponance, Inc.5,419$1.45M0.03%––
Standard Life Aberdeen plc5,393$1.44M0.00%––
AdvisorShares Investments LLC5,294$1.42M0.18%––
Creative Planning5,272$1.41M0.00%––
Centaurus Financial, Inc.5,250$1.40M0.14%––
Driehaus Capital Management LLC5,203$1.39M0.02%––
Lazard Asset Management LLC5,190$1.39M0.00%––
Simplex Trading, LLC5,190$1.39M0.08%––
Westpac Banking Corp5,178$1.38M0.02%––
Banco Santander, S.A.5,136$1.37M0.01%––
HighTower Advisors, LLC5,063$1.35M0.00%––
Engineers Gate Manager LP4,937$1.32M0.07%––
Magnetar Financial LLC4,753$1.27M0.01%––
Silicon Valley Community Foundation4,680$1.25M0.08%––
Jackson Square Capital, LLC4,672$1.25M0.48%––
MML Investors Services, LLC4,500$1.20M0.01%––
Benjamin F. Edwards & Company, Inc.4,429$1.18M0.06%––
Laurion Capital Management LP4,336$1.16M0.02%––
Raymond James Financial Services Advisors, Inc.4,291$1.15M0.00%––
Parametrica Management Ltd4,342$1.13M0.54%––
Blueshift Asset Management, LLC4,205$1.13M0.11%––
York Capital Management Global Advisors, LLC4,160$1.11M0.16%––
Cambridge Investment Research Advisors, Inc.4,149$1.11M0.01%––
Prelude Capital Management, LLC4,013$1.07M0.07%––
Calamos Advisors LLC4,004$1.07M0.01%––
Morgens Waterfall Vintiadis & Co Inc4,000$1.07M0.59%––
Maryland State Retirement & Pension System3,998$1.07M0.04%––
Candriam Luxembourg S.C.A.3,086$1.06M0.01%––
Oppenheimer & Co Inc3,913$1.05M0.02%––
AE Wealth Management LLC3,903$1.04M0.01%––
Metropolitan Life Insurance Co3,791$1.01M0.02%––
DekaBank Deutsche Girozentrale3,907$1.00M0.00%––
Daiwa Securities Group Inc.3,742$1.00M0.01%––
Red Spruce Capital, LLC3,701$990.0K0.63%––
Teamwork Financial Advisors, LLC3,683$985.0K0.23%––
Pearl River Capital, LLC3,679$984.0K0.31%––
Avestar Capital, LLC3,071$972.0K0.22%––
Comerica Bank3,161$968.0K0.01%––
Aft, Forsyth & Company, Inc.3,590$960.0K0.58%––
Advisor Group Holdings, Inc.3,364$908.0K0.00%––
USS Investment Management Ltd3,352$897.0K0.01%––
Geneos Wealth Management Inc.2,970$883.0K0.02%––
Hamilton Lane Advisors LLC3,182$851.0K0.28%––
Wedbush Securities Inc3,142$840.0K0.05%––
NuWave Investment Management, LLC3,138$839.0K1.06%––
CWM, LLC2,309$835.0K0.01%––
Y-Intercept (Hong Kong) Ltd3,202$832.0K0.22%––
Rockefeller Capital Management L.P.3,108$831.0K0.01%––
Vontobel Holding Ltd.3,093$827.0K0.01%––
Perigon Wealth Management, LLC2,960$792.0K0.08%––
Coastal Investment Advisors, Inc.2,929$783.0K0.21%––
Golden Green, Inc.2,871$768.0K0.66%––
Sumitomo Mitsui DS Asset Management Company, Ltd2,861$765.0K0.02%––
Walleye Capital LLC2,823$755.0K0.05%––
Envestnet Asset Management Inc2,814$753.0K0.00%––
The PNC Financial Services Group, Inc.2,777$742.0K0.00%––
Bridgefront Capital, LLC2,765$739.0K0.23%––
Centiva Capital, LP2,753$736.0K0.10%––
Brown Brothers Harriman & Co2,715$726.0K0.00%––
AlphaCrest Capital Management LLC2,700$722.0K0.04%––
ProShare Advisors LLC2,683$718.0K0.00%––
RMB Capital Management, LLC2,665$713.0K0.03%––
FIL Ltd2,612$699.0K0.00%––
Verition Fund Management LLC2,614$699.0K0.01%––
Nordea Investment Management AB2,539$683.0K0.00%––
Tocqueville Asset Management L.P.2,500$669.0K0.01%––
LBMC Investment Advisors, LLC2,500$669.0K0.07%––
Achmea Investment Management B.V.2,477$663.0K0.02%––
Truist Financial Corp2,450$655.0K0.00%––
Kore Private Wealth LLC2,401$642.0K0.09%––
First Growth Investment Manager LP2,400$642.0K0.49%––
Kovack Advisors, Inc.2,380$636.0K0.08%––
Raymond James & Associates2,316$619.0K0.00%––
Kemnay Advisory Services Inc.2,309$617.0K0.09%––
Maverick Capital LtdSuperinvestorMaverick Capital2,251$602.0K0.01%––
Level Four Advisory Services, LLC2,234$597.0K0.05%––
Guggenheim Capital LLC2,229$596.0K0.00%––
Aj Wealth Strategies, LLC2,226$595.0K0.04%––
Ci Investments Inc.2,219$593.0K0.00%––
Joel Isaacson & Co., LLC2,204$589.0K0.05%––
Virtu Financial LLC2,192$586.0K0.04%––
Private Advisor Group, LLC2,177$582.0K0.01%––
Seeyond2,175$581.0K0.06%––
CIBC Asset Management Inc2,170$580.0K0.00%––
American National Registered Investment Advisor, Inc.2,090$559.0K0.22%––
Qtron Investments LLC2,082$557.0K0.16%––
Natixis2,079$556.0K0.00%––