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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Weiss Multi-Strategy Advisers LLC | 6,000 | $2.17M | 0.05% | +4,500+300.0% | Added |
| CIBC Private Wealth Group, LLC | 5,772 | $2.09M | 0.00% | −100−1.7% | Reduced |
| Calamos Advisors LLC | 5,747 | $2.08M | 0.01% | +1,743+43.5% | Added |
| Gotham Asset Management, LLC | 5,657 | $2.04M | 0.09% | +5,657 | New |
| Nomura Holdings Inc | 5,431 | $1.97M | 0.02% | +5,431 | New |
| Nissay Asset Management Corp | 5,262 | $1.90M | 0.02% | −187−3.4% | Reduced |
| Lazard Asset Management LLC | 5,190 | $1.88M | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 5,178 | $1.87M | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,150 | $1.86M | 0.16% | −100−1.9% | Reduced |
| HighTower Advisors, LLC | 5,006 | $1.81M | 0.01% | −57−1.1% | Reduced |
| Verition Fund Management LLC | 4,927 | $1.78M | 0.03% | +2,313+88.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,911 | $1.77M | 0.07% | +4,098+504.1% | Added |
| Caliber Wealth Management, LLC | 4,734 | $1.71M | 1.21% | −845−15.1% | Reduced |
| Sciencast Management LP | 4,800 | $1.70M | 0.36% | −3,194−40.0% | Reduced |
| Silicon Valley Community Foundation | 4,680 | $1.69M | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,622 | $1.67M | 0.01% | +473+11.4% | Added |
| Acadian Asset Management LLC | 4,570 | $1.65M | 0.01% | +3,508+330.3% | Added |
| Standard Life Aberdeen plc | 4,553 | $1.65M | 0.00% | −840−15.6% | Reduced |
| Vident Investment Advisory, LLC | 4,550 | $1.65M | 0.05% | −1,288−22.1% | Reduced |
| Jackson Square Capital, LLC | 4,516 | $1.63M | 0.52% | −156−3.3% | Reduced |
| Centiva Capital, LP | 4,391 | $1.59M | 0.12% | +1,638+59.5% | Added |
| Candriam Luxembourg S.C.A. | 4,365 | $1.58M | 0.01% | +1,279+41.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,325 | $1.56M | 0.08% | −104−2.3% | Reduced |
| Achmea Investment Management B.V. | 4,328 | $1.56M | 0.05% | +1,851+74.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,308 | $1.56M | 0.00% | +17+0.4% | Added |
| MML Investors Services, LLC | 4,292 | $1.55M | 0.01% | −208−4.6% | Reduced |
| APG Asset Management N.V. | 5,081 | $1.55M | 0.00% | −1,900−27.2% | Reduced |
| Prelude Capital Management, LLC | 4,167 | $1.51M | 0.08% | +154+3.8% | Added |
| Maryland State Retirement & Pension System | 3,998 | $1.46M | 0.05% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,044 | $1.46M | 0.01% | +302+8.1% | Added |
| Paloma Partners Management Co | 4,029 | $1.46M | 0.04% | −5,654−58.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,876 | $1.40M | 0.00% | +512+15.2% | Added |
| Aft, Forsyth & Company, Inc. | 3,840 | $1.39M | 0.74% | +250+7.0% | Added |
| Rockefeller Capital Management L.P. | 3,834 | $1.39M | 0.01% | +726+23.4% | Added |
| Red Spruce Capital, LLC | 3,696 | $1.34M | 0.79% | −5−0.1% | Reduced |
| Metropolitan Life Insurance Co | 3,663 | $1.32M | 0.02% | −128−3.4% | Reduced |
| Oppenheimer & Co Inc | 3,611 | $1.31M | 0.02% | −302−7.7% | Reduced |
| DekaBank Deutsche Girozentrale | 3,542 | $1.26M | 0.00% | −365−9.3% | Reduced |
| USS Investment Management Ltd | 3,352 | $1.21M | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,266 | $1.18M | 0.40% | +1,563+91.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,258 | $1.18M | 0.77% | +3,258 | New |
| First Growth Investment Manager LP | 3,200 | $1.16M | 0.74% | +800+33.3% | Added |
| Hamilton Lane Advisors LLC | 3,182 | $1.15M | 0.36% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 3,117 | $1.13M | 0.05% | +417+15.4% | Added |
| Avestar Capital, LLC | 3,071 | $1.11M | 0.21% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 3,027 | $1.09M | 0.04% | +1,633+117.1% | Added |
| Perigon Wealth Management, LLC | 3,015 | $1.09M | 0.10% | +55+1.9% | Added |
| Brinker Capital Investments, LLC | 3,016 | $1.09M | 0.01% | +957+46.5% | Added |
| Twin Focus Capital Partners, LLC | 3,000 | $1.08M | 0.25% | +3,000 | New |
| Envestnet Asset Management Inc | 2,966 | $1.07M | 0.00% | +152+5.4% | Added |
| ProShare Advisors LLC | 2,959 | $1.07M | 0.00% | +276+10.3% | Added |
| AE Wealth Management LLC | 2,867 | $1.04M | 0.01% | −1,036−26.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,861 | $1.03M | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,850 | $1.03M | 0.10% | +658+30.0% | Added |
| Golden Green, Inc. | 2,828 | $1.02M | 0.78% | −43−1.5% | Reduced |
| Private Advisor Group, LLC | 2,791 | $1.01M | 0.01% | +614+28.2% | Added |
| Dock Street Asset Management Inc | 2,760 | $998.0K | 0.19% | −2,750−49.9% | Reduced |
| Brown Brothers Harriman & Co | 2,715 | $982.0K | 0.01% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,700 | $976.1K | 0.31% | +1,455+116.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,685 | $971.0K | 0.25% | −517−16.1% | Reduced |
| Driehaus Capital Management LLC | 2,661 | $962.0K | 0.01% | −2,542−48.9% | Reduced |
| Teamwork Financial Advisors, LLC | 2,647 | $957.0K | 0.20% | −1,036−28.1% | Reduced |
| New York Life Investments Alternatives | 2,638 | $954.0K | 0.64% | +596+29.2% | Added |
| Sante Capital Fund, LP | 2,571 | $929.0K | 0.38% | +2,571 | New |
| Algert Global LLC | 2,551 | $922.0K | 0.31% | +2,551 | New |
| Nordea Investment Management AB | 2,539 | $918.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,524 | $913.0K | 0.04% | −446−15.0% | Reduced |
| Tocqueville Asset Management L.P. | 2,500 | $904.0K | 0.01% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,500 | $904.0K | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 2,473 | $894.0K | 0.00% | +23+0.9% | Added |
| Jane Street Group, LLC | 2,403 | $869.0K | 0.00% | −91,828−97.4% | Reduced |
| Kore Private Wealth LLC | 2,395 | $866.0K | 0.10% | −6−0.2% | Reduced |
| FIL Ltd | 2,372 | $858.0K | 0.00% | −240−9.2% | Reduced |
| Spouting Rock Asset Management, LLC | 2,312 | $836.0K | 0.26% | +343+17.4% | Added |
| CWM, LLC | 2,309 | $835.0K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,304 | $833.0K | 0.06% | +100+4.5% | Added |
| Prudential PLC | 2,279 | $824.0K | 0.01% | +1,356+146.9% | Added |
| Kovack Advisors, Inc. | 2,249 | $813.0K | 0.09% | −131−5.5% | Reduced |
| Aj Wealth Strategies, LLC | 2,226 | $805.0K | 0.05% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,170 | $784.0K | 0.00% | +222+11.4% | Added |
| Wedbush Securities Inc | 2,130 | $770.0K | 0.04% | −1,012−32.2% | Reduced |
| Creative Planning | 2,126 | $769.0K | 0.00% | −3,146−59.7% | Reduced |
| AGF Investments LLC | 2,103 | $760.0K | 0.08% | +385+22.4% | Added |
| E. Ohman J:or Asset Management AB | 2,100 | $759.2K | 0.02% | +1,100+110.0% | Added |
| Qtron Investments LLC | 2,082 | $753.0K | 0.19% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 2,075 | $750.0K | 0.27% | −15−0.7% | Reduced |
| NEXT Financial Group, Inc | 2,070 | $748.0K | 0.06% | +95+4.8% | Added |
| Raymond James & Associates | 2,018 | $730.0K | 0.00% | −298−12.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,000 | $723.0K | 0.02% | +2,000 | New |
| Scotia Capital Inc. | 1,983 | $717.0K | 0.01% | +173+9.6% | Added |
| Landscape Capital Management, L.L.C. | 1,958 | $708.0K | 0.09% | +1,958 | New |
| Regal Investment Advisors LLC | 1,910 | $691.0K | 0.07% | +1,910 | New |
| Walleye Capital LLC | 1,876 | $678.0K | 0.02% | −947−33.5% | Reduced |
| Guggenheim Capital LLC | 1,834 | $663.0K | 0.00% | −395−17.7% | Reduced |
| Banque Cantonale Vaudoise | 1,812 | $655.0K | 0.03% | −217−10.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,779 | $643.0K | 0.02% | +162+10.0% | Added |
| Duality Advisers, LP | 1,750 | $633.0K | 0.06% | −11,521−86.8% | Reduced |
| Quantitative Systematic Strategies LLC | 1,679 | $607.0K | 0.21% | +927+123.3% | Added |
| Illinois Municipal Retirement Fund | 1,656 | $599.0K | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 1,652 | $597.0K | 0.00% | +356+27.5% | Added |