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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
Brinker Capital Investments, LLC2,059$551.0K0.01%––
Karani Asset Management LLC2,044$547.0K0.32%––
New York Life Investments Alternatives2,042$546.0K0.38%––
Banque Cantonale Vaudoise2,029$542.0K0.03%––
Bellwether Advisors, LLC2,015$538.0K0.21%––
Canada Pension Plan Investment Board2,006$537.0K0.00%––
NEXT Financial Group, Inc1,975$528.0K0.05%––
Spouting Rock Asset Management, LLC1,969$527.0K0.16%––
Panagora Asset Management Inc1,948$521.0K0.00%––
Atalanta Sosnoff Capital, LLC1,870$500.0K0.01%––
Scotia Capital Inc.1,810$484.0K0.00%––
IBM Retirement Fund1,753$469.0K0.03%––
AGF Investments LLC1,718$459.0K0.05%––
XTX Topco Ltd1,703$455.0K0.22%––
PRW Wealth Management LLC1,690$452.0K0.22%––
B. Metzler seel. Sohn & Co. Holding AG1,687$451.0K0.01%––
Mercer Global Advisors Inc1,670$447.0K0.00%––
Illinois Municipal Retirement Fund1,656$443.0K0.02%––
Echo Street Capital Management LLC1,638$438.0K0.00%––
Carnegie Capital Asset Management, LLC1,617$432.0K0.02%––
Mutual Advisors, LLC1,597$427.0K0.03%––
BP PLC1,592$426.0K0.01%––
SEI Investments Co1,188$425.0K0.00%––
Wetherby Asset Management Inc1,582$423.0K0.03%––
Massachusetts Financial Services Co1,569$420.0K0.00%––
HM Payson & Co1,568$419.0K0.01%––
Allstate Corp1,564$418.0K0.01%––
Swedbank AB1,551$414.8K0.00%––
Toroso Investments, LLC1,514$405.0K0.02%––
Weiss Multi-Strategy Advisers LLC1,500$401.0K0.01%––
Meitav Dash Investments Ltd1,500$401.0K0.01%––
Perpetual Investment Management Ltd1,500$400.0K0.07%––
Perennial Investment Advisors, LLC1,470$393.0K0.16%––
Leonteq Securities AG1,450$387.8K0.03%––
Castle Rock Wealth Management, LLC1,248$383.0K0.15%––
Nwam LLC1,430$382.0K0.04%––
Shell Asset Management Co1,409$377.0K0.01%––
Steel Peak Wealth Management LLC1,411$377.0K0.03%––
Truvestments Capital LLC1,407$376.0K0.21%––
Enlightenment Research, LLC1,400$374.0K0.45%––
Glenmede Trust Co NA1,397$373.0K0.00%––
Emerald Advisers, LLC1,394$373.0K0.01%––
Pier Capital, LLC1,374$367.0K0.03%––
Redpoint Investment Management Pty Ltd1,373$367.0K0.03%––
M&T Bank Corp1,367$365.0K0.00%––
Tower Research Capital LLC (TRC)1,335$357.0K0.01%––
Oppenheimer Asset Management Inc.1,311$351.0K0.01%––
Federation des caisses Desjardins du Quebec1,302$348.2K0.00%––
Bank of Nova Scotia1,296$347.0K0.00%––
Exchange Traded Concepts, LLC1,280$342.0K0.01%––
US Bancorp1,264$338.0K0.00%––
Kestra Advisory Services, LLC1,253$335.0K0.00%––
Clare Market Investments LLC1,245$333.0K0.13%––
Sepio Capital, LP1,205$322.0K0.03%––
Manufacturers Life Insurance Company, The1,175$314.0K0.00%––
American International Group, Inc.1,170$313.0K0.00%––
Commerce Bank1,171$313.0K0.00%––
Prudential Financial Inc1,165$312.0K0.00%––
B. Riley Wealth Management, Inc.1,125$301.0K0.04%––
Weld Capital Management LLC1,113$298.0K0.13%––
Bayesian Capital Management, LP1,095$293.0K0.07%––
Acadian Asset Management LLC1,062$284.0K0.00%––
Concorde Asset Management, LLC1,061$284.0K0.16%––
Foster Victor Wealth Advisors, LLC900$284.0K0.05%––
A.R.T. Advisors, LLC1,038$278.0K1.51%––
9258 Wealth Management, LLC1,025$274.0K0.08%––
World Asset Management Inc901$268.0K0.02%––
Tower Bridge Advisors1,000$267.4K0.02%––
E. Ohman J:or Asset Management AB1,000$267.4K0.01%––
Prio Wealth Limited Partnership1,000$267.0K0.01%––
United Capital Financial Advisers, LLC995$266.0K0.00%––
Gsa Capital Partners LLP957$256.0K0.04%––
Symphony Financial, Ltd. Co.847$251.0K0.07%––
Castleark Management LLC930$249.0K0.01%––
Prudential PLC923$247.0K0.00%––
Valley National Advisers Inc893$239.0K0.05%––
Ieq Capital, LLC887$237.0K0.01%––
Spire Wealth Management884$236.0K0.01%––
Advisors Asset Management, Inc.872$233.2K0.00%––
Equitable Holdings, Inc.850$227.0K0.00%––
BI Asset Management Fondsmaeglerselskab A/S813$217.0K0.01%––
Navis Wealth Advisors, LLC800$214.0K0.20%––
Montag A & Associates Inc792$212.0K0.01%––
Jefferies Group LLC781$208.9K0.00%––
Quantitative Systematic Strategies LLC752$201.0K0.03%––
Capital Impact Advisors, LLC749$200.0K0.07%––
Paragon Advisors, LLC748$200.0K0.11%––
Baldwin Brothers Inc700$187.0K0.02%––
First Mercantile Trust Co696$186.0K0.02%––
Steward Partners Investment Advisory, LLC680$181.9K0.00%––
Fifth Third Bancorp611$163.0K0.00%––
Agf Investments Inc.558$149.0K0.00%––
STRS Ohio542$144.0K0.00%––
Pittenger & Anderson Inc538$144.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt500$134.0K0.01%––
O'Shaughnessy Asset Management, LLC485$130.0K0.00%––
TCI Wealth Advisors, Inc.426$114.0K0.05%––
Total Clarity Wealth Management, Inc.355$95.0K0.05%––
Sowell Financial Services LLC354$91.0K0.00%––
Laurel Wealth Advisors LLC328$88.0K0.02%––