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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 1,599 | $578.0K | 0.04% | −635−28.4% | Reduced |
| Wealthfront Advisers LLC | 1,556 | $563.0K | 0.00% | +1,556 | New |
| Swedbank AB | 1,551 | $560.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,526 | $551.0K | 0.00% | +262+20.7% | Added |
| IBM Retirement Fund | 1,499 | $542.0K | 0.04% | −254−14.5% | Reduced |
| Meitav Dash Investments Ltd | 1,500 | $542.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,476 | $539.0K | 0.00% | −1,685−53.3% | Reduced |
| Perennial Investment Advisors, LLC | 1,445 | $522.0K | 0.19% | −25−1.7% | Reduced |
| Nwam LLC | 1,430 | $517.0K | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 1,411 | $510.0K | 0.00% | +44+3.2% | Added |
| Toroso Investments, LLC | 1,397 | $505.0K | 0.02% | −117−7.7% | Reduced |
| HM Payson & Co | 1,380 | $499.0K | 0.01% | −188−12.0% | Reduced |
| Truvestments Capital LLC | 1,354 | $489.0K | 0.27% | −53−3.8% | Reduced |
| Shell Asset Management Co | 1,339 | $484.0K | 0.01% | −70−5.0% | Reduced |
| Allstate Corp | 1,337 | $483.0K | 0.02% | −227−14.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,302 | $470.6K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,295 | $468.0K | 0.01% | −16−1.2% | Reduced |
| SEI Investments Co | 1,371 | $464.0K | 0.00% | +183+15.4% | Added |
| Exchange Traded Concepts, LLC | 1,229 | $444.0K | 0.01% | −51−4.0% | Reduced |
| Seeyond | 1,226 | $443.0K | 0.04% | −949−43.6% | Reduced |
| Commerce Bank | 1,218 | $440.0K | 0.00% | +47+4.0% | Added |
| Advisors Asset Management, Inc. | 1,213 | $439.0K | 0.01% | +341+39.1% | Added |
| Blueshift Asset Management, LLC | 1,206 | $436.0K | 0.02% | −2,999−71.3% | Reduced |
| Fox Run Management, L.L.C. | 1,204 | $435.0K | 0.40% | +1,204 | New |
| Mutual Advisors, LLC | 1,195 | $432.0K | 0.03% | −402−25.2% | Reduced |
| JustInvest LLC | 1,178 | $426.0K | 0.04% | +1,178 | New |
| Manufacturers Life Insurance Company, The | 1,175 | $425.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,165 | $421.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,165 | $421.0K | 0.01% | +278+31.3% | Added |
| Boothbay Fund Management, LLC | 1,120 | $405.0K | 0.02% | +1,120 | New |
| American International Group, Inc. | 1,118 | $404.0K | 0.00% | −52−4.4% | Reduced |
| Cresset Asset Management, LLC | 1,114 | $403.0K | 0.01% | +1,114 | New |
| Sepio Capital, LP | 1,105 | $399.0K | 0.03% | −100−8.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $398.0K | 0.02% | +600+120.0% | Added |
| Hall Capital Management Co Inc | 1,095 | $396.0K | 0.26% | +1,095 | New |
| BP PLC | 1,089 | $394.0K | 0.02% | −503−31.6% | Reduced |
| Steel Peak Wealth Management LLC | 1,090 | $394.0K | 0.03% | −321−22.7% | Reduced |
| Vontobel Holding Ltd. | 1,026 | $393.0K | 0.00% | −2,067−66.8% | Reduced |
| B. Riley Wealth Management, Inc. | 1,081 | $391.0K | 0.04% | −44−3.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,070 | $388.0K | 0.00% | −1,707−61.5% | Reduced |
| Schroder Investment Management Group | 1,072 | $387.0K | 0.00% | +1,072 | New |
| 9258 Wealth Management, LLC | 1,025 | $371.0K | 0.10% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,000 | $362.0K | 0.01% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1,000 | $361.5K | 0.02% | 00.0% | Unchanged |
| Man Group plc | 998 | $361.0K | 0.00% | −10,798−91.5% | Reduced |
| Dark Forest Capital Management LP | 988 | $357.0K | 0.15% | +988 | New |
| Castleark Management LLC | 930 | $336.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 910 | $329.0K | 0.01% | +910 | New |
| Foster Victor Wealth Advisors, LLC | 900 | $325.0K | 0.05% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 876 | $317.0K | 0.10% | +876 | New |
| O'Shaughnessy Asset Management, LLC | 855 | $309.0K | 0.01% | +370+76.3% | Added |
| Leonteq Securities AG | 850 | $307.3K | 0.02% | −600−41.4% | Reduced |
| Tower Research Capital LLC (TRC) | 840 | $304.0K | 0.01% | −495−37.1% | Reduced |
| World Asset Management Inc | 837 | $303.0K | 0.03% | −64−7.1% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 826 | $299.0K | 0.00% | −861−51.0% | Reduced |
| Princeton Capital Management LLC | 806 | $291.0K | 0.09% | +806 | New |
| First Mercantile Trust Co | 789 | $285.0K | 0.03% | +93+13.4% | Added |
| Regions Financial Corp | 784 | $283.0K | 0.00% | +784 | New |
| Spire Wealth Management | 778 | $281.0K | 0.01% | −106−12.0% | Reduced |
| Cetera Advisor Networks LLC | 771 | $279.0K | 0.00% | +771 | New |
| Teza Capital Management LLC | 759 | $274.0K | 0.04% | +759 | New |
| Aigen Investment Management, LP | 743 | $269.0K | 0.05% | −19,605−96.3% | Reduced |
| Parallel Advisors, LLC | 719 | $260.0K | 0.01% | +658+1,078.7% | Added |
| Evolution Wealth Advisors, LLC | 719 | $260.0K | 0.05% | +719 | New |
| Glenmede Trust Co NA | 713 | $257.0K | 0.00% | −684−49.0% | Reduced |
| Cornerstone Wealth Management, LLC | 707 | $256.0K | 0.03% | +707 | New |
| Baldwin Brothers Inc | 700 | $253.0K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 690 | $249.0K | 0.00% | −305−30.7% | Reduced |
| Chicago Trust Co NA | 685 | $248.0K | 0.06% | +685 | New |
| Financial Perspectives, Inc | 680 | $245.8K | 0.12% | −180,370−99.6% | Reduced |
| Brown Advisory Inc | 652 | $236.0K | 0.00% | +652 | New |
| David J Yvars Group | 650 | $235.0K | 0.13% | +650 | New |
| Equitable Holdings, Inc. | 640 | $231.0K | 0.00% | −210−24.7% | Reduced |
| Accuvest Global Advisors | 614 | $222.0K | 0.11% | +614 | New |
| Kestra Advisory Services, LLC | 610 | $221.0K | 0.00% | −643−51.3% | Reduced |
| Fifth Third Bancorp | 603 | $218.0K | 0.00% | −8−1.3% | Reduced |
| Janney Montgomery Scott LLC | 604 | $218.0K | 0.00% | +604 | New |
| Northside Capital Management, LLC | 600 | $217.0K | 0.05% | +600 | New |
| Wetherby Asset Management Inc | 594 | $215.0K | 0.01% | −988−62.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 588 | $213.0K | 0.00% | +588 | New |
| Agf Investments Inc. | 582 | $210.0K | 0.00% | +24+4.3% | Added |
| Concorde Asset Management, LLC | 578 | $209.0K | 0.12% | −483−45.5% | Reduced |
| Aevitas Wealth Management, Inc. | 575 | $208.0K | 0.13% | +575 | New |
| Two Sigma Securities, LLC | 557 | $201.0K | 0.05% | +557 | New |
| Cerity Partners LLC | 555 | $201.0K | 0.00% | +555 | New |
| STRS Ohio | 542 | $195.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 515 | $186.0K | 0.03% | −378−42.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 419 | $151.0K | 0.00% | +419 | New |
| Laurel Wealth Advisors LLC | 328 | $119.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 329 | $118.9K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 317 | $115.0K | 0.02% | −109−25.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 306 | $111.0K | 0.00% | +306 | New |
| Tradition Wealth Management, LLC | 303 | $110.0K | 0.02% | +303 | New |
| Signaturefd, LLC | 301 | $109.0K | 0.00% | +51+20.4% | Added |
| Nisa Investment Advisors, LLC | 300 | $108.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 271 | $98.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 247 | $89.0K | 0.01% | +11+4.7% | Added |
| Baillie Gifford & Co | 239 | $86.0K | 0.00% | −14−5.5% | Reduced |
| Fieldpoint Private Securities, LLC | 228 | $83.0K | 0.02% | −2−0.9% | Reduced |
| State of Wyoming | 220 | $80.0K | 0.05% | +75+51.7% | Added |