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, Q2 2021

Institutional positions in MongoDB, Inc. as of Jun 30, 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: 463; −4 vs. Q1 2021
Shares held: 58.3M; +4.86M (+9.1%) vs. Q1 2021
Total value: $21.1B; +$6.86B (+48.2%) vs. Q1 2021
New holders: 70; 152 more added
Sold out: 74; 162 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 463 institutions

Value heldQ2 2021: $21.1B

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, Q2 2021

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q1 2021.

Institutions holding MDB in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
HBC Financial Services, PLLC	12	$0	0.00%	−38−76.0%	Reduced
Clearstead Advisors, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Kistler-Tiffany Companies, LLC	3	$1.00K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	2	$1.00K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	4	$1.00K	0.00%	+4	New
Raffa Wealth Management, LLC	5	$1.81K	0.00%	−14−73.7%	Reduced
Versant Capital Management, Inc	5	$2.00K	0.00%	−23−82.1%	Reduced
Lee Financial Co	6	$2.00K	0.00%	+6	New
Psagot Investment House Ltd.	5	$2.00K	0.00%	+5	New
Zions Bancorporation, N.A.	5	$2.00K	0.00%	+5	New
CVA Family Office, LLC	5	$2.00K	0.00%	+5	New
Standard Family Office LLC	6	$2.00K	0.00%	+6	New
Better Money Decisions, LLC	7	$3.00K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	10	$4.00K	0.00%	00.0%	Unchanged
FourThought Financial, LLC	13	$4.00K	0.00%	+8+160.0%	Added
Harel Insurance Investments & Financial Services Ltd.	10	$4.00K	0.00%	−513−98.1%	Reduced
Rocky Mountain Advisers, LLC	15	$5.00K	0.01%	00.0%	Unchanged
Bedel Financial Consulting, Inc.	16	$6.00K	0.00%	00.0%	Unchanged
Enterprise Financial Services Corp	17	$6.00K	0.00%	+9+112.5%	Added
Bank Julius Baer & Co. Ltd, Zurich	19	$7.00K	0.00%	−39,014−100.0%	Reduced
Annapolis Financial Services, LLC	19	$7.00K	0.00%	00.0%	Unchanged
Glassman Wealth Services	18	$7.00K	0.00%	+17+1,700.0%	Added
Meeder Asset Management Inc	23	$8.00K	0.00%	−227−90.8%	Reduced
Pier Capital, LLC	24	$9.00K	0.00%	−1,350−98.3%	Reduced
Huntington National Bank	26	$9.00K	0.00%	+26	New
HHM Wealth Advisors, LLC	24	$9.00K	0.00%	+24	New
Montag A & Associates Inc	27	$10.0K	0.00%	−765−96.6%	Reduced
First Financial Corp	28	$10.0K	0.01%	00.0%	Unchanged
Earnest Partners LLC	28	$10.0K	0.00%	00.0%	Unchanged
Ade, LLC	27	$10.0K	0.01%	00.0%	Unchanged
Captrust Financial Advisors	33	$12.0K	0.00%	−38−53.5%	Reduced
Neo Ivy Capital Management	34	$12.0K	0.01%	+34	New
Sandy Spring Bank	35	$13.0K	0.00%	00.0%	Unchanged
Pittenger & Anderson Inc	41	$15.0K	0.00%	−497−92.4%	Reduced
Winch Advisory Services, LLC	48	$17.0K	0.01%	−17−26.2%	Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	60	$21.7K	0.00%	+60	New
Credit Agricole S A	60	$22.0K	0.00%	+35+140.0%	Added
First Horizon Advisors, Inc.	69	$23.0K	0.00%	00.0%	Unchanged
Harbour Investments, Inc.	68	$25.0K	0.00%	+68	New
Brewin Dolphin Wealth Management Ltd	70	$25.3K	0.00%	00.0%	Unchanged
Jacobi Capital Management LLC	80	$29.0K	0.00%	00.0%	Unchanged
Northwestern Mutual Wealth Management Co	82	$29.0K	0.00%	+82	New
Carmichael Hill & Associates, Inc.	84	$30.0K	0.02%	00.0%	Unchanged
Edmond de Rothschild Holding S.A.	84	$30.0K	0.00%	+70+500.0%	Added
Adirondack Trust Co	88	$32.0K	0.02%	00.0%	Unchanged
Massmutual Trust Co FSB	92	$33.0K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	90	$33.0K	0.01%	+75+500.0%	Added
Central Trust Co	100	$36.0K	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	100	$36.0K	0.00%	+100	New
Brewin Dolphin Ltd	100	$36.2K	0.00%	00.0%	Unchanged
Harvest Fund Management Co., Ltd	118	$42.0K	0.00%	00.0%	Unchanged
Lindbrook Capital, LLC	115	$42.0K	0.01%	+53+85.5%	Added
Newbridge Financial Services Group, Inc.	122	$44.0K	0.03%	00.0%	Unchanged
TSFG, LLC	122	$44.0K	0.02%	+122	New
Itau Unibanco Holding S.A.	124	$45.0K	0.00%	+124	New
Quadrant Capital Group LLC	129	$47.0K	0.01%	−16−11.0%	Reduced
Stonebridge Capital Advisors LLC	130	$47.0K	0.01%	+40+44.4%	Added
Financial Avengers, Inc.	135	$49.0K	0.03%	00.0%	Unchanged
Berman Capital Advisors, LLC	139	$50.0K	0.01%	+126+969.2%	Added
Steward Partners Investment Advisory, LLC	140	$51.0K	0.00%	−540−79.4%	Reduced
Robeco Institutional Asset Management B.V.	157	$57.0K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	185	$66.0K	0.00%	+51+38.1%	Added
State of Wyoming	220	$80.0K	0.05%	+75+51.7%	Added
Fieldpoint Private Securities, LLC	228	$83.0K	0.02%	−2−0.9%	Reduced
Baillie Gifford & Co	239	$86.0K	0.00%	−14−5.5%	Reduced
Proequities, Inc.	247	$89.0K	0.01%	+11+4.7%	Added
IFP Advisors, Inc	271	$98.0K	0.00%	00.0%	Unchanged
Nisa Investment Advisors, LLC	300	$108.0K	0.00%	00.0%	Unchanged
Signaturefd, LLC	301	$109.0K	0.00%	+51+20.4%	Added
Tradition Wealth Management, LLC	303	$110.0K	0.02%	+303	New
Emerald Mutual Fund Advisers Trust	306	$111.0K	0.00%	+306	New
TCI Wealth Advisors, Inc.	317	$115.0K	0.02%	−109−25.6%	Reduced
American Portfolios Advisors	329	$118.9K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	328	$119.0K	0.03%	00.0%	Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP	419	$151.0K	0.00%	+419	New
Valley National Advisers Inc	515	$186.0K	0.03%	−378−42.3%	Reduced
STRS Ohio	542	$195.0K	0.00%	00.0%	Unchanged
Two Sigma Securities, LLC	557	$201.0K	0.05%	+557	New
Cerity Partners LLC	555	$201.0K	0.00%	+555	New
Aevitas Wealth Management, Inc.	575	$208.0K	0.13%	+575	New
Concorde Asset Management, LLC	578	$209.0K	0.12%	−483−45.5%	Reduced
Agf Investments Inc.	582	$210.0K	0.00%	+24+4.3%	Added
Dai-Ichi Life Insurance Company, Ltd	588	$213.0K	0.00%	+588	New
Wetherby Asset Management Inc	594	$215.0K	0.01%	−988−62.5%	Reduced
Northside Capital Management, LLC	600	$217.0K	0.05%	+600	New
Fifth Third Bancorp	603	$218.0K	0.00%	−8−1.3%	Reduced
Janney Montgomery Scott LLC	604	$218.0K	0.00%	+604	New
Kestra Advisory Services, LLC	610	$221.0K	0.00%	−643−51.3%	Reduced
Accuvest Global Advisors	614	$222.0K	0.11%	+614	New
Equitable Holdings, Inc.	640	$231.0K	0.00%	−210−24.7%	Reduced
David J Yvars Group	650	$235.0K	0.13%	+650	New
Brown Advisory Inc	652	$236.0K	0.00%	+652	New
Financial Perspectives, Inc	680	$245.8K	0.12%	−180,370−99.6%	Reduced
Chicago Trust Co NA	685	$248.0K	0.06%	+685	New
United Capital Financial Advisers, LLC	690	$249.0K	0.00%	−305−30.7%	Reduced
Baldwin Brothers Inc	700	$253.0K	0.03%	00.0%	Unchanged
Cornerstone Wealth Management, LLC	707	$256.0K	0.03%	+707	New
Glenmede Trust Co NA	713	$257.0K	0.00%	−684−49.0%	Reduced
Parallel Advisors, LLC	719	$260.0K	0.01%	+658+1,078.7%	Added