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Livermore
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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 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
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 heldQ2 2021: $21.1B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Wealth Advisors, LLC719$260.0K0.05%+719New
Aigen Investment Management, LP743$269.0K0.05%−19,605−96.3%Reduced
Teza Capital Management LLC759$274.0K0.04%+759New
Cetera Advisor Networks LLC771$279.0K0.00%+771New
Spire Wealth Management778$281.0K0.01%−106−12.0%Reduced
Regions Financial Corp784$283.0K0.00%+784New
First Mercantile Trust Co789$285.0K0.03%+93+13.4%Added
Princeton Capital Management LLC806$291.0K0.09%+806New
B. Metzler seel. Sohn & Co. Holding AG826$299.0K0.00%−861−51.0%Reduced
World Asset Management Inc837$303.0K0.03%−64−7.1%Reduced
Tower Research Capital LLC (TRC)840$304.0K0.01%−495−37.1%Reduced
Leonteq Securities AG850$307.3K0.02%−600−41.4%Reduced
O'Shaughnessy Asset Management, LLC855$309.0K0.01%+370+76.3%Added
Gyon Technologies Capital Management, LP876$317.0K0.10%+876New
Foster Victor Wealth Advisors, LLC900$325.0K0.05%00.0%Unchanged
Vestcor Inc910$329.0K0.01%+910New
Castleark Management LLC930$336.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP988$357.0K0.15%+988New
Man Group plc998$361.0K0.00%−10,798−91.5%Reduced
Tower Bridge Advisors1,000$361.5K0.02%00.0%Unchanged
Prio Wealth Limited Partnership1,000$362.0K0.01%00.0%Unchanged
9258 Wealth Management, LLC1,025$371.0K0.10%00.0%Unchanged
Schroder Investment Management Group1,072$387.0K0.00%+1,072New
The PNC Financial Services Group, Inc.1,070$388.0K0.00%−1,707−61.5%Reduced
B. Riley Wealth Management, Inc.1,081$391.0K0.04%−44−3.9%Reduced
Vontobel Holding Ltd.1,026$393.0K0.00%−2,067−66.8%Reduced
BP PLC1,089$394.0K0.02%−503−31.6%Reduced
Steel Peak Wealth Management LLC1,090$394.0K0.03%−321−22.7%Reduced
Hall Capital Management Co Inc1,095$396.0K0.26%+1,095New
Livforsakringsbolaget Skandia, Omsesidigt1,100$398.0K0.02%+600+120.0%Added
Sepio Capital, LP1,105$399.0K0.03%−100−8.3%Reduced
Cresset Asset Management, LLC1,114$403.0K0.01%+1,114New
American International Group, Inc.1,118$404.0K0.00%−52−4.4%Reduced
Boothbay Fund Management, LLC1,120$405.0K0.02%+1,120New
Prudential Financial Inc1,165$421.0K0.00%00.0%Unchanged
Ieq Capital, LLC1,165$421.0K0.01%+278+31.3%Added
Manufacturers Life Insurance Company, The1,175$425.0K0.00%00.0%Unchanged
JustInvest LLC1,178$426.0K0.04%+1,178New
Mutual Advisors, LLC1,195$432.0K0.03%−402−25.2%Reduced
Fox Run Management, L.L.C.1,204$435.0K0.40%+1,204New
Blueshift Asset Management, LLC1,206$436.0K0.02%−2,999−71.3%Reduced
Advisors Asset Management, Inc.1,213$439.0K0.01%+341+39.1%Added
Commerce Bank1,218$440.0K0.00%+47+4.0%Added
Seeyond1,226$443.0K0.04%−949−43.6%Reduced
Exchange Traded Concepts, LLC1,229$444.0K0.01%−51−4.0%Reduced
SEI Investments Co1,371$464.0K0.00%+183+15.4%Added
Oppenheimer Asset Management Inc.1,295$468.0K0.01%−16−1.2%Reduced
Federation des caisses Desjardins du Quebec1,302$470.6K0.00%00.0%Unchanged
Allstate Corp1,337$483.0K0.02%−227−14.5%Reduced
Shell Asset Management Co1,339$484.0K0.01%−70−5.0%Reduced
Truvestments Capital LLC1,354$489.0K0.27%−53−3.8%Reduced
HM Payson & Co1,380$499.0K0.01%−188−12.0%Reduced
Toroso Investments, LLC1,397$505.0K0.02%−117−7.7%Reduced
M&T Bank Corp1,411$510.0K0.00%+44+3.2%Added
Nwam LLC1,430$517.0K0.05%00.0%Unchanged
Perennial Investment Advisors, LLC1,445$522.0K0.19%−25−1.7%Reduced
Comerica Bank1,476$539.0K0.00%−1,685−53.3%Reduced
IBM Retirement Fund1,499$542.0K0.04%−254−14.5%Reduced
Meitav Dash Investments Ltd1,500$542.0K0.01%00.0%Unchanged
US Bancorp1,526$551.0K0.00%+262+20.7%Added
Swedbank AB1,551$560.7K0.00%00.0%Unchanged
Wealthfront Advisers LLC1,556$563.0K0.00%+1,556New
Level Four Advisory Services, LLC1,599$578.0K0.04%−635−28.4%Reduced
Bank of Nova Scotia1,652$597.0K0.00%+356+27.5%Added
Illinois Municipal Retirement Fund1,656$599.0K0.02%00.0%Unchanged
Quantitative Systematic Strategies LLC1,679$607.0K0.21%+927+123.3%Added
Duality Advisers, LP1,750$633.0K0.06%−11,521−86.8%Reduced
Carnegie Capital Asset Management, LLC1,779$643.0K0.02%+162+10.0%Added
Banque Cantonale Vaudoise1,812$655.0K0.03%−217−10.7%Reduced
Guggenheim Capital LLC1,834$663.0K0.00%−395−17.7%Reduced
Walleye Capital LLC1,876$678.0K0.02%−947−33.5%Reduced
Regal Investment Advisors LLC1,910$691.0K0.07%+1,910New
Landscape Capital Management, L.L.C.1,958$708.0K0.09%+1,958New
Scotia Capital Inc.1,983$717.0K0.01%+173+9.6%Added
Ferguson Wellman Capital Management, Inc2,000$723.0K0.02%+2,000New
Raymond James & Associates2,018$730.0K0.00%−298−12.9%Reduced
NEXT Financial Group, Inc2,070$748.0K0.06%+95+4.8%Added
American National Registered Investment Advisor, Inc.2,075$750.0K0.27%−15−0.7%Reduced
Qtron Investments LLC2,082$753.0K0.19%00.0%Unchanged
E. Ohman J:or Asset Management AB2,100$759.2K0.02%+1,100+110.0%Added
AGF Investments LLC2,103$760.0K0.08%+385+22.4%Added
Creative Planning2,126$769.0K0.00%−3,146−59.7%Reduced
Wedbush Securities Inc2,130$770.0K0.04%−1,012−32.2%Reduced
Panagora Asset Management Inc2,170$784.0K0.00%+222+11.4%Added
Aj Wealth Strategies, LLC2,226$805.0K0.05%00.0%Unchanged
Kovack Advisors, Inc.2,249$813.0K0.09%−131−5.5%Reduced
Prudential PLC2,279$824.0K0.01%+1,356+146.9%Added
Joel Isaacson & Co., LLC2,304$833.0K0.06%+100+4.5%Added
CWM, LLC2,309$835.0K0.01%00.0%Unchanged
Spouting Rock Asset Management, LLC2,312$836.0K0.26%+343+17.4%Added
FIL Ltd2,372$858.0K0.00%−240−9.2%Reduced
Kore Private Wealth LLC2,395$866.0K0.10%−6−0.2%Reduced
Jane Street Group, LLC2,403$869.0K0.00%−91,828−97.4%Reduced
Truist Financial Corp2,473$894.0K0.00%+23+0.9%Added
Tocqueville Asset Management L.P.2,500$904.0K0.01%00.0%Unchanged
LBMC Investment Advisors, LLC2,500$904.0K0.09%00.0%Unchanged
Geneos Wealth Management Inc.2,524$913.0K0.04%−446−15.0%Reduced
Nordea Investment Management AB2,539$918.0K0.00%00.0%Unchanged
Algert Global LLC2,551$922.0K0.31%+2,551New
Sante Capital Fund, LP2,571$929.0K0.38%+2,571New