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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HM Payson & Co | 1,350 | $637.0K | 0.02% | −30−2.2% | Reduced |
| Bank of Nova Scotia | 1,358 | $640.0K | 0.00% | −294−17.8% | Reduced |
| Truvestments Capital LLC | 1,362 | $642.0K | 0.35% | +8+0.6% | Added |
| Commerce Bank | 1,389 | $655.0K | 0.00% | +171+14.0% | Added |
| Advisors Asset Management, Inc. | 1,404 | $662.0K | 0.01% | +191+15.7% | Added |
| JustInvest LLC | 1,413 | $666.0K | 0.06% | +235+19.9% | Added |
| Perennial Investment Advisors, LLC | 1,455 | $687.0K | 0.24% | +10+0.7% | Added |
| Toroso Investments, LLC | 1,496 | $706.0K | 0.03% | +99+7.1% | Added |
| AGF Investments LLC | 1,560 | $736.0K | 0.07% | −543−25.8% | Reduced |
| Illinois Municipal Retirement Fund | 1,656 | $781.0K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 1,698 | $801.0K | 0.03% | +361+27.0% | Added |
| IBM Retirement Fund | 1,755 | $828.0K | 0.06% | +256+17.1% | Added |
| Quadrature Capital Ltd | 1,790 | $843.0K | 0.03% | +1,790 | New |
| Seeyond | 1,840 | $867.0K | 0.08% | +614+50.1% | Added |
| SEI Investments Co | 2,108 | $889.0K | 0.00% | +737+53.8% | Added |
| US Bancorp | 1,906 | $899.0K | 0.00% | +380+24.9% | Added |
| Regal Investment Advisors LLC | 1,910 | $901.0K | 0.09% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,962 | $925.0K | 0.09% | +1,962 | New |
| Oribel Capital Management, LP | 2,000 | $943.0K | 0.12% | +2,000 | New |
| Squarepoint Ops LLC | 2,003 | $944.0K | 0.01% | −181,727−98.9% | Reduced |
| Winton Group Ltd | 2,048 | $966.0K | 0.05% | +2,048 | New |
| Creative Planning | 2,055 | $969.0K | 0.00% | −71−3.3% | Reduced |
| American National Registered Investment Advisor, Inc. | 2,068 | $975.0K | 0.35% | −7−0.3% | Reduced |
| Guggenheim Capital LLC | 2,099 | $990.0K | 0.01% | +265+14.4% | Added |
| Wealthfront Advisers LLC | 2,114 | $997.0K | 0.00% | +558+35.9% | Added |
| Wedbush Securities Inc | 2,129 | $1.00M | 0.05% | −10.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,132 | $1.00M | 0.04% | +353+19.8% | Added |
| Panagora Asset Management Inc | 2,170 | $1.02M | 0.01% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 2,181 | $1.03M | 0.06% | −45−2.0% | Reduced |
| Kovack Advisors, Inc. | 2,249 | $1.06M | 0.12% | 00.0% | Unchanged |
| Prudential PLC | 2,279 | $1.07M | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,304 | $1.09M | 0.08% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,016 | $1.09M | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 2,331 | $1.10M | 0.02% | +2,331 | New |
| Golden Green, Inc. | 2,347 | $1.11M | 0.86% | −481−17.0% | Reduced |
| New York Life Investments Alternatives | 2,352 | $1.11M | 0.72% | −286−10.8% | Reduced |
| Geneos Wealth Management Inc. | 2,349 | $1.11M | 0.04% | −175−6.9% | Reduced |
| Kore Private Wealth LLC | 2,395 | $1.13M | 0.12% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,440 | $1.15M | 0.66% | +1,862+322.1% | Added |
| Tocqueville Asset Management L.P. | 2,500 | $1.18M | 0.02% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 12,189 | $1.18M | 0.11% | +9,689+387.6% | Added |
| State of Alaska, Department of Revenue | 2,547 | $1.20M | 0.01% | +2,547 | New |
| Teamwork Financial Advisors, LLC | 2,646 | $1.25M | 0.25% | −10.0% | Reduced |
| Walleye Capital LLC | 2,684 | $1.27M | 0.04% | +808+43.1% | Added |
| Brown Brothers Harriman & Co | 2,715 | $1.28M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,831 | $1.33M | 0.03% | −30−1.0% | Reduced |
| Nordea Investment Management AB | 2,850 | $1.34M | 0.00% | +311+12.2% | Added |
| AE Wealth Management LLC | 2,872 | $1.35M | 0.01% | +5+0.2% | Added |
| Occudo Quantitative Strategies LP | 2,892 | $1.36M | 0.16% | +2,892 | New |
| Vident Investment Advisory, LLC | 2,904 | $1.37M | 0.04% | −1,646−36.2% | Reduced |
| SG Americas Securities, LLC | 2,927 | $1.38M | 0.01% | −4,014−57.8% | Reduced |
| Twin Focus Capital Partners, LLC | 3,002 | $1.42M | 0.33% | +2+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 3,000 | $1.42M | 0.02% | +3,000 | New |
| Emerald Advisers, LLC | 3,011 | $1.42M | 0.05% | −16−0.5% | Reduced |
| Truist Financial Corp | 3,026 | $1.43M | 0.00% | +553+22.4% | Added |
| Castleark Management LLC | 3,030 | $1.43M | 0.05% | +2,100+225.8% | Added |
| CastleArk Alternatives, LLC | 3,030 | $1.43M | 0.05% | +3,030 | New |
| Raymond James & Associates | 3,066 | $1.45M | 0.00% | +1,048+51.9% | Added |
| Avestar Capital, LLC | 3,071 | $1.45M | 0.28% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,088 | $1.46M | 0.13% | +73+2.4% | Added |
| Rockefeller Capital Management L.P. | 3,181 | $1.50M | 0.01% | −653−17.0% | Reduced |
| First Growth Investment Manager LP | 3,200 | $1.51M | 0.95% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 3,253 | $1.53M | 1.02% | −5−0.2% | Reduced |
| FORA Capital, LLC | 3,340 | $1.57M | 0.40% | +3,340 | New |
| Mackenzie Financial Corp | 3,373 | $1.59M | 0.00% | −17,301−83.7% | Reduced |
| ProShare Advisors LLC | 3,467 | $1.64M | 0.00% | +508+17.2% | Added |
| DekaBank Deutsche Girozentrale | 3,696 | $1.70M | 0.00% | +154+4.3% | Added |
| Engineers Gate Manager LP | 3,670 | $1.73M | 0.10% | −3,540−49.1% | Reduced |
| Susquehanna International Group, LLP | 3,690 | $1.74M | 0.00% | −2,695−42.2% | Reduced |
| Red Spruce Capital, LLC | 3,728 | $1.76M | 1.03% | +32+0.9% | Added |
| AQR Capital Management LLC | 3,750 | $1.76M | 0.00% | −4,476−54.4% | Reduced |
| Oppenheimer & Co Inc | 3,842 | $1.81M | 0.03% | +231+6.4% | Added |
| Swedbank AB | 3,858 | $1.82M | 0.00% | +2,307+148.7% | Added |
| AlphaCrest Capital Management LLC | 3,929 | $1.85M | 0.10% | +812+26.1% | Added |
| Aft, Forsyth & Company, Inc. | 4,030 | $1.90M | 1.02% | +190+4.9% | Added |
| Private Advisor Group, LLC | 4,129 | $1.95M | 0.01% | +1,338+47.9% | Added |
| Candriam Luxembourg S.C.A. | 4,155 | $1.96M | 0.01% | −210−4.8% | Reduced |
| Metropolitan Life Insurance Co | 4,156 | $1.96M | 0.03% | +493+13.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,211 | $1.99M | 0.00% | −97−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 4,225 | $1.99M | 0.00% | +349+9.0% | Added |
| MML Investors Services, LLC | 4,264 | $2.01M | 0.02% | −28−0.7% | Reduced |
| Daiwa Securities Group Inc. | 4,283 | $2.02M | 0.01% | +239+5.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,304 | $2.03M | 0.10% | −21−0.5% | Reduced |
| Achmea Investment Management B.V. | 4,465 | $2.11M | 0.06% | +137+3.2% | Added |
| Clear Creek Financial Management, LLC | 4,501 | $2.12M | 0.34% | +4,501 | New |
| ETF Managers Group, LLC | 4,699 | $2.15M | 0.04% | −15,583−76.8% | Reduced |
| Jackson Square Capital, LLC | 4,576 | $2.16M | 0.70% | +60+1.3% | Added |
| Silicon Valley Community Foundation | 4,606 | $2.17M | 0.14% | −74−1.6% | Reduced |
| Maryland State Retirement & Pension System | 4,722 | $2.21M | 0.06% | +724+18.1% | Added |
| Caliber Wealth Management, LLC | 4,556 | $2.30M | 1.62% | −178−3.8% | Reduced |
| Colonial River Wealth Management, LLC | 4,556 | $2.30M | 1.62% | +4,556 | New |
| Summit Global Investments | 4,965 | $2.34M | 0.18% | −1,665−25.1% | Reduced |
| HighTower Advisors, LLC | 4,974 | $2.35M | 0.01% | −32−0.6% | Reduced |
| APG Asset Management N.V. | 5,781 | $2.35M | 0.00% | +700+13.8% | Added |
| FIL Ltd | 5,011 | $2.36M | 0.00% | +2,639+111.3% | Added |
| Centaurus Financial, Inc. | 5,150 | $2.43M | 0.20% | 00.0% | Unchanged |
| Westpac Banking Corp | 5,178 | $2.44M | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 5,248 | $2.47M | 0.01% | +3,837+271.9% | Added |
| AdvisorShares Investments LLC | 5,310 | $2.50M | 0.39% | +5,310 | New |
| Simplex Trading, LLC | 7,274 | $2.60M | 0.09% | −435−5.6% | Reduced |