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
Penserra Capital Management LLC	185	$66.0K	0.00%	+51+38.1%	Added
Robeco Institutional Asset Management B.V.	157	$57.0K	0.00%	00.0%	Unchanged
Steward Partners Investment Advisory, LLC	140	$51.0K	0.00%	−540−79.4%	Reduced
Berman Capital Advisors, LLC	139	$50.0K	0.01%	+126+969.2%	Added
Financial Avengers, Inc.	135	$49.0K	0.03%	00.0%	Unchanged
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
Itau Unibanco Holding S.A.	124	$45.0K	0.00%	+124	New
Newbridge Financial Services Group, Inc.	122	$44.0K	0.03%	00.0%	Unchanged
TSFG, LLC	122	$44.0K	0.02%	+122	New
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
Brewin Dolphin Ltd	100	$36.2K	0.00%	00.0%	Unchanged
Central Trust Co	100	$36.0K	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	100	$36.0K	0.00%	+100	New
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
Adirondack Trust Co	88	$32.0K	0.02%	00.0%	Unchanged
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
Jacobi Capital Management LLC	80	$29.0K	0.00%	00.0%	Unchanged
Northwestern Mutual Wealth Management Co	82	$29.0K	0.00%	+82	New
Brewin Dolphin Wealth Management Ltd	70	$25.3K	0.00%	00.0%	Unchanged
Harbour Investments, Inc.	68	$25.0K	0.00%	+68	New
First Horizon Advisors, Inc.	69	$23.0K	0.00%	00.0%	Unchanged
Credit Agricole S A	60	$22.0K	0.00%	+35+140.0%	Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	60	$21.7K	0.00%	+60	New
Winch Advisory Services, LLC	48	$17.0K	0.01%	−17−26.2%	Reduced
Pittenger & Anderson Inc	41	$15.0K	0.00%	−497−92.4%	Reduced
Sandy Spring Bank	35	$13.0K	0.00%	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
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
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
Meeder Asset Management Inc	23	$8.00K	0.00%	−227−90.8%	Reduced
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
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
Rocky Mountain Advisers, LLC	15	$5.00K	0.01%	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
Better Money Decisions, LLC	7	$3.00K	0.00%	00.0%	Unchanged
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
Raffa Wealth Management, LLC	5	$1.81K	0.00%	−14−73.7%	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
HBC Financial Services, PLLC	12	$0	0.00%	−38−76.0%	Reduced
Renaissance Technologies LLC	0	$0	0.00%	−234,900−100.0%	Sold out
Anglepoint Asset Management, Ltd.	0	$0	0.00%	−205,327−100.0%	Sold out
Two Sigma Investments, LP	0	$0	0.00%	−191,708−100.0%	Sold out
Lone Pine Capital LLCSuperinvestorLone Pine Capital	0	$0	0.00%	−131,371−100.0%	Sold out
Westfield Capital Management Co LP	0	$0	0.00%	−119,416−100.0%	Sold out
Schonfeld Strategic Advisors LLC	0	$0	0.00%	−98,194−100.0%	Sold out
Kuvari Partners LLP	0	$0	0.00%	−80,345−100.0%	Sold out
Quadrature Capital Ltd	0	$0	0.00%	−62,766−100.0%	Sold out
LifePro Asset Management	0	$0	0.00%	−52,937−100.0%	Sold out
Parallax Volatility Advisers, L.P.	0	$0	0.00%	−42,665−100.0%	Sold out
Worldquant Millennium Advisors LLC	0	$0	0.00%	−35,501−100.0%	Sold out
Qube Research & Technologies Ltd	0	$0	0.00%	−34,141−100.0%	Sold out
Kensico Capital Management Corp	0	$0	0.00%	−26,000−100.0%	Sold out
Quantbot Technologies LP	0	$0	0.00%	−23,431−100.0%	Sold out
Two Sigma Advisers, LP	0	$0	0.00%	−16,500−100.0%	Sold out
Dynamic Technology Lab Private Ltd	0	$0	0.00%	−15,458−100.0%	Sold out
HRT Financial LP	0	$0	0.00%	−14,518−100.0%	Sold out
DnB Asset Management AS	0	$0	0.00%	−11,631−100.0%	Sold out
FORA Capital, LLC	0	$0	0.00%	−9,562−100.0%	Sold out
Cinctive Capital Management LP	0	$0	0.00%	−8,849−100.0%	Sold out
Jump Financial, LLC	0	$0	0.00%	−8,195−100.0%	Sold out
Oregon Public Employees Retirement Fund	0	$0	0.00%	−7,367−100.0%	Sold out
Fortis Capital Management LLC	0	$0	0.00%	−7,345−100.0%	Sold out
Cipher Capital LP	0	$0	0.00%	−7,335−100.0%	Sold out
Connor, Clark & Lunn Investment Management Ltd.	0	$0	0.00%	−7,015−100.0%	Sold out
Clear Street Markets LLC	0	$0	0.00%	−6,000−100.0%	Sold out
AdvisorShares Investments LLC	0	$0	0.00%	−5,294−100.0%	Sold out
Banco Santander, S.A.	0	$0	0.00%	−5,136−100.0%	Sold out
Magnetar Financial LLC	0	$0	0.00%	−4,753−100.0%	Sold out
Laurion Capital Management LP	0	$0	0.00%	−4,336−100.0%	Sold out
Parametrica Management Ltd	0	$0	0.00%	−4,342−100.0%	Sold out
York Capital Management Global Advisors, LLC	0	$0	0.00%	−4,160−100.0%	Sold out
Morgens Waterfall Vintiadis & Co Inc	0	$0	0.00%	−4,000−100.0%	Sold out
Pearl River Capital, LLC	0	$0	0.00%	−3,679−100.0%	Sold out
NuWave Investment Management, LLC	0	$0	0.00%	−3,138−100.0%	Sold out
Coastal Investment Advisors, Inc.	0	$0	0.00%	−2,929−100.0%	Sold out
Bridgefront Capital, LLC	0	$0	0.00%	−2,765−100.0%	Sold out