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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
American Portfolios Advisors329$88.0K0.00%––
Tfo-TDC, LLC308$82.0K0.02%––
Nisa Investment Advisors, LLC300$80.0K0.00%––
Wealthcare Advisory Partners LLC288$77.0K0.01%––
IFP Advisors, Inc271$76.0K0.00%––
Baillie Gifford & Co253$68.0K0.00%––
Meeder Asset Management Inc250$67.0K0.00%––
Signaturefd, LLC250$67.0K0.00%––
Proequities, Inc.236$63.0K0.00%––
Fieldpoint Private Securities, LLC230$62.0K0.01%––
Ameritas Investment Company, LLC200$53.5K0.00%––
Valeo Financial Advisors, LLC185$49.0K0.00%––
Robeco Institutional Asset Management B.V.157$42.0K0.00%––
Quadrant Capital Group LLC145$39.0K0.01%––
State of Wyoming145$39.0K0.06%––
Financial Avengers, Inc.135$36.0K0.03%––
Penserra Capital Management LLC134$35.0K0.00%––
Newbridge Financial Services Group, Inc.122$33.0K0.02%––
Harvest Fund Management Co., Ltd118$31.0K0.00%––
HBC Financial Services, PLLC50$27.5K0.02%––
Central Trust Co100$27.0K0.00%––
Brewin Dolphin Ltd100$26.7K0.00%––
Massmutual Trust Co FSB92$25.0K0.00%––
Adirondack Trust Co88$24.0K0.01%––
Stonebridge Capital Advisors LLC90$24.0K0.00%––
Carmichael Hill & Associates, Inc.84$22.0K0.01%––
McCarthy Asset Management, Inc.84$22.0K0.02%––
Jacobi Capital Management LLC80$21.0K0.00%––
Captrust Financial Advisors71$19.0K0.00%––
Brewin Dolphin Wealth Management Ltd70$18.7K0.00%––
Winch Advisory Services, LLC65$17.0K0.01%––
First Horizon Advisors, Inc.69$17.0K0.00%––
Lindbrook Capital, LLC62$17.0K0.00%––
Parallel Advisors, LLC61$16.0K0.00%––
Loomis Sayles & Co L P38$10.0K0.00%––
Cutler Group LP39$10.0K0.00%––
Sandy Spring Bank35$9.00K0.00%––
Sargent Bickham Lagudis LLC35$9.00K0.00%––
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%––
Altshuler Shaham Ltd20$5.00K0.00%––
Grandview Asset Management LLC17$5.00K0.00%––
Annapolis Financial Services, LLC19$5.00K0.00%––
Raffa Wealth Management, LLC19$4.97K0.00%––
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%––
Berkshire Capital Holdings Inc10$3.00K0.00%––
Tradewinds Capital Management, LLC10$3.00K0.00%––
Berman Capital Advisors, LLC13$3.00K0.00%––
Enterprise Financial Services Corp8$2.00K0.00%––
Better Money Decisions, LLC7$2.00K0.00%––
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%––
Financial Perspectives, Inc181,050$6770.03%––
Glassman Wealth Services1$00.00%––
Harel Insurance Investments & Financial Services Ltd.523––––