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, Q3 2021

Institutional positions in MongoDB, Inc. as of Sep 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: 511; +50 vs. Q2 2021
Shares held: 59.2M; +984.4K (+1.7%) vs. Q2 2021
Total value: $27.9B; +$6.83B (+32.4%) vs. Q2 2021
New holders: 95; 183 more added
Sold out: 45; 145 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 511 institutions

Value heldQ3 2021: $27.9B

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, Q3 2021

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q2 2021.

Institutions holding MDB in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
HBC Financial Services, PLLC	12	$0	0.00%	00.0%	Unchanged
Knuff & Co LLC	1	$0	0.00%	+1	New
Paloma Partners Management Co	2	$1.00K	0.00%	−4,027−100.0%	Reduced
Kistler-Tiffany Companies, LLC	3	$1.00K	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	2	$1.00K	0.00%	00.0%	Unchanged
Carroll Financial Associates, Inc.	4	$1.00K	0.00%	+4	New
JJJ Advisors Inc.	2	$1.00K	0.00%	+2	New
Private Ocean, LLC	3	$1.00K	0.00%	+3	New
FourThought Financial, LLC	6	$2.00K	0.00%	−7−53.8%	Reduced
Psagot Investment House Ltd.	5	$2.00K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	5	$2.00K	0.00%	00.0%	Unchanged
Clearstead Advisors, LLC	4	$2.00K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	4	$2.00K	0.00%	00.0%	Unchanged
Gerber Kawasaki Wealth & Investment Management	2	$2.00K	0.00%	+2	New
Global Retirement Partners, LLC	5	$2.00K	0.00%	+5	New
Psagot Value Holdings Ltd. / (Israel)	5	$2.00K	0.00%	+5	New
Raffa Wealth Management, LLC	5	$2.36K	0.00%	00.0%	Unchanged
Better Money Decisions, LLC	7	$3.00K	0.00%	00.0%	Unchanged
Lee Financial Co	6	$3.00K	0.00%	00.0%	Unchanged
Zions Bancorporation, N.A.	7	$3.00K	0.00%	+2+40.0%	Added
Parkside Financial Bank & Trust	8	$3.00K	0.00%	+8	New
Harel Insurance Investments & Financial Services Ltd.	10	$5.00K	0.00%	00.0%	Unchanged
Meridian Wealth Partners, LLC	12	$5.00K	0.00%	+12	New
Tradewinds Capital Management, LLC	13	$6.00K	0.00%	+3+30.0%	Added
Rocky Mountain Advisers, LLC	15	$7.00K	0.01%	00.0%	Unchanged
Koshinski Asset Management, Inc.	16	$7.54K	0.00%	+16	New
Bedel Financial Consulting, Inc.	16	$8.00K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	16	$8.00K	0.00%	+16	New
Bank Julius Baer & Co. Ltd, Zurich	20	$9.00K	0.00%	+1+5.3%	Added
Annapolis Financial Services, LLC	19	$9.00K	0.00%	00.0%	Unchanged
Glassman Wealth Services	21	$10.0K	0.00%	+3+16.7%	Added
Pier Capital, LLC	24	$11.0K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	24	$11.0K	0.00%	00.0%	Unchanged
Northwestern Mutual Wealth Management Co	25	$12.0K	0.00%	−57−69.5%	Reduced
Asset Dedication, LLC	26	$12.0K	0.00%	+26	New
First Financial Corp	28	$13.0K	0.01%	00.0%	Unchanged
Earnest Partners LLC	28	$13.0K	0.00%	00.0%	Unchanged
Ade, LLC	27	$13.0K	0.01%	00.0%	Unchanged
NEXT Financial Group, Inc	33	$15.0K	0.00%	−2,037−98.4%	Reduced
Kowal Investment Group, LLC	33	$16.0K	0.01%	+33	New
Sandy Spring Bank	35	$17.0K	0.00%	00.0%	Unchanged
Montag A & Associates Inc	36	$17.0K	0.00%	+9+33.3%	Added
Activest Wealth Management	36	$17.0K	0.01%	+36	New
JFS Wealth Advisors, LLC	50	$24.0K	0.00%	+50	New
Bessemer Group Inc	52	$25.0K	0.00%	+52	New
Credit Agricole S A	60	$28.0K	0.00%	00.0%	Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	60	$28.3K	0.01%	00.0%	Unchanged
First Horizon Advisors, Inc.	72	$32.0K	0.00%	+3+4.3%	Added
Brewin Dolphin Wealth Management Ltd	70	$33.0K	0.00%	00.0%	Unchanged
Harbour Investments, Inc.	75	$35.0K	0.00%	+7+10.3%	Added
Winch Advisory Services, LLC	74	$35.0K	0.01%	+26+54.2%	Added
Jacobi Capital Management LLC	80	$38.0K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	84	$40.0K	0.02%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	90	$42.0K	0.01%	00.0%	Unchanged
Massmutual Trust Co FSB	91	$43.0K	0.00%	−1−1.1%	Reduced
Adirondack Trust Co	88	$46.0K	0.02%	00.0%	Unchanged
State of Wyoming	100	$47.0K	0.03%	−120−54.5%	Reduced
Central Trust Co	100	$47.0K	0.00%	00.0%	Unchanged
Bartlett & Co. LLC	100	$47.0K	0.00%	+100	New
Brewin Dolphin Ltd	100	$47.2K	0.00%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	100	$47.2K	0.00%	+100	New
Dark Forest Capital Management LP	101	$48.0K	0.02%	−887−89.8%	Reduced
BerganKDV Wealth Management, LLC	101	$48.0K	0.01%	+1+1.0%	Added
Pinz Capital Management, LP	121	$55.0K	0.02%	+121	New
Stonebridge Capital Advisors LLC	130	$61.0K	0.01%	00.0%	Unchanged
TSFG, LLC	131	$62.0K	0.02%	+9+7.4%	Added
Lumature Wealth Partners, LLC	134	$63.0K	0.03%	+134	New
Financial Avengers, Inc.	135	$64.0K	0.04%	00.0%	Unchanged
Steward Partners Investment Advisory, LLC	140	$66.0K	0.00%	00.0%	Unchanged
Berman Capital Advisors, LLC	152	$70.0K	0.01%	+13+9.4%	Added
Robeco Institutional Asset Management B.V.	157	$74.0K	0.00%	00.0%	Unchanged
Lindbrook Capital, LLC	180	$85.0K	0.02%	+65+56.5%	Added
Quadrant Capital Group LLC	183	$86.0K	0.01%	+54+41.9%	Added
Itau Unibanco Holding S.A.	187	$88.0K	0.00%	+63+50.8%	Added
Atticus Wealth Management, LLC	195	$92.0K	0.04%	+195	New
Twin Tree Management, LP	204	$96.0K	0.00%	+204	New
Baillie Gifford & Co	213	$100.0K	0.00%	−26−10.9%	Reduced
Fieldpoint Private Securities, LLC	228	$108.0K	0.02%	00.0%	Unchanged
Proequities, Inc.	231	$109.0K	0.01%	−16−6.5%	Reduced
Pittenger & Anderson Inc	248	$117.0K	0.01%	+207+504.9%	Added
IFP Advisors, Inc	275	$127.0K	0.00%	+4+1.5%	Added
TCI Wealth Advisors, Inc.	279	$132.0K	0.02%	−38−12.0%	Reduced
Nisa Investment Advisors, LLC	300	$141.0K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	303	$143.0K	0.02%	00.0%	Unchanged
Laurel Wealth Advisors LLC	328	$155.0K	0.04%	00.0%	Unchanged
Evolution Wealth Advisors, LLC	356	$168.0K	0.04%	−363−50.5%	Reduced
Captrust Financial Advisors	362	$171.0K	0.00%	+329+997.0%	Added
Signaturefd, LLC	378	$178.0K	0.01%	+77+25.6%	Added
Agf Investments Inc.	400	$189.0K	0.00%	−182−31.3%	Reduced
American Portfolios Advisors	412	$194.3K	0.01%	+83+25.2%	Added
Total Clarity Wealth Management, Inc.	415	$196.0K	0.09%	+415	New
Loring Wolcott & Coolidge Fiduciary Advisors LLP	419	$198.0K	0.00%	00.0%	Unchanged
Allworth Financial LP	431	$203.0K	0.00%	+431	New
Pineno Levin & Ford Asset Management, Inc.	435	$205.0K	0.07%	+435	New
Banco BTG Pactual S.A.	435	$205.0K	0.09%	+435	New
Penserra Capital Management LLC	453	$212.0K	0.00%	+268+144.9%	Added
Cigna Investments Inc	450	$212.0K	0.02%	+450	New
Assenagon Asset Management S.A.	452	$213.0K	0.00%	+452	New
Tealwood Asset Management Inc	453	$214.0K	0.09%	+453	New
First Foundation Advisors	459	$216.0K	0.01%	+459	New