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 3 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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 6,515 | $3.07M | 0.04% | −447−6.4% | Reduced |
| Russell Investments Group, Ltd. | 6,481 | $3.04M | 0.01% | −6,746−51.0% | Reduced |
| Nissay Asset Management Corp | 6,268 | $2.96M | 0.03% | +1,006+19.1% | Added |
| Moody Lynn & Lieberson, LLC | 6,266 | $2.95M | 0.22% | +6,266 | New |
| Envestnet Asset Management Inc | 6,244 | $2.94M | 0.00% | +3,278+110.5% | Added |
| Prelude Capital Management, LLC | 6,096 | $2.87M | 0.16% | +1,929+46.3% | Added |
| Standard Life Aberdeen plc | 6,020 | $2.84M | 0.01% | +1,467+32.2% | Added |
| ClariVest Asset Management LLC | 6,000 | $2.83M | 0.09% | +6,000 | New |
| Virtu Financial LLC | 5,986 | $2.82M | 0.25% | +3,136+110.0% | Added |
| Man Group plc | 5,825 | $2.75M | 0.01% | +4,827+483.7% | Added |
| CIBC Private Wealth Group, LLC | 5,522 | $2.60M | 0.01% | −250−4.3% | Reduced |
| Simplex Trading, LLC | 7,274 | $2.60M | 0.09% | −435−5.6% | Reduced |
| AdvisorShares Investments LLC | 5,310 | $2.50M | 0.39% | +5,310 | New |
| M&T Bank Corp | 5,248 | $2.47M | 0.01% | +3,837+271.9% | Added |
| Westpac Banking Corp | 5,178 | $2.44M | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,150 | $2.43M | 0.20% | 00.0% | Unchanged |
| FIL Ltd | 5,011 | $2.36M | 0.00% | +2,639+111.3% | Added |
| APG Asset Management N.V. | 5,781 | $2.35M | 0.00% | +700+13.8% | Added |
| HighTower Advisors, LLC | 4,974 | $2.35M | 0.01% | −32−0.6% | Reduced |
| Summit Global Investments | 4,965 | $2.34M | 0.18% | −1,665−25.1% | Reduced |
| 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 |
| Maryland State Retirement & Pension System | 4,722 | $2.21M | 0.06% | +724+18.1% | Added |
| Silicon Valley Community Foundation | 4,606 | $2.17M | 0.14% | −74−1.6% | Reduced |
| Jackson Square Capital, LLC | 4,576 | $2.16M | 0.70% | +60+1.3% | Added |
| ETF Managers Group, LLC | 4,699 | $2.15M | 0.04% | −15,583−76.8% | Reduced |
| Clear Creek Financial Management, LLC | 4,501 | $2.12M | 0.34% | +4,501 | New |
| Achmea Investment Management B.V. | 4,465 | $2.11M | 0.06% | +137+3.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,304 | $2.03M | 0.10% | −21−0.5% | Reduced |
| Daiwa Securities Group Inc. | 4,283 | $2.02M | 0.01% | +239+5.9% | Added |
| MML Investors Services, LLC | 4,264 | $2.01M | 0.02% | −28−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,225 | $1.99M | 0.00% | +349+9.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,211 | $1.99M | 0.00% | −97−2.3% | Reduced |
| Metropolitan Life Insurance Co | 4,156 | $1.96M | 0.03% | +493+13.5% | Added |
| Candriam Luxembourg S.C.A. | 4,155 | $1.96M | 0.01% | −210−4.8% | Reduced |
| Private Advisor Group, LLC | 4,129 | $1.95M | 0.01% | +1,338+47.9% | Added |
| Aft, Forsyth & Company, Inc. | 4,030 | $1.90M | 1.02% | +190+4.9% | Added |
| AlphaCrest Capital Management LLC | 3,929 | $1.85M | 0.10% | +812+26.1% | Added |
| Swedbank AB | 3,858 | $1.82M | 0.00% | +2,307+148.7% | Added |
| Oppenheimer & Co Inc | 3,842 | $1.81M | 0.03% | +231+6.4% | Added |
| AQR Capital Management LLC | 3,750 | $1.76M | 0.00% | −4,476−54.4% | Reduced |
| Red Spruce Capital, LLC | 3,728 | $1.76M | 1.03% | +32+0.9% | Added |
| Susquehanna International Group, LLP | 3,690 | $1.74M | 0.00% | −2,695−42.2% | Reduced |
| Engineers Gate Manager LP | 3,670 | $1.73M | 0.10% | −3,540−49.1% | Reduced |
| DekaBank Deutsche Girozentrale | 3,696 | $1.70M | 0.00% | +154+4.3% | Added |
| ProShare Advisors LLC | 3,467 | $1.64M | 0.00% | +508+17.2% | Added |
| Mackenzie Financial Corp | 3,373 | $1.59M | 0.00% | −17,301−83.7% | Reduced |
| FORA Capital, LLC | 3,340 | $1.57M | 0.40% | +3,340 | New |
| Cherry Creek Investment Advisors, Inc. | 3,253 | $1.53M | 1.02% | −5−0.2% | Reduced |
| First Growth Investment Manager LP | 3,200 | $1.51M | 0.95% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,181 | $1.50M | 0.01% | −653−17.0% | Reduced |
| Perigon Wealth Management, LLC | 3,088 | $1.46M | 0.13% | +73+2.4% | Added |
| Avestar Capital, LLC | 3,071 | $1.45M | 0.28% | 00.0% | Unchanged |
| Raymond James & Associates | 3,066 | $1.45M | 0.00% | +1,048+51.9% | 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 |
| Truist Financial Corp | 3,026 | $1.43M | 0.00% | +553+22.4% | Added |
| Emerald Advisers, LLC | 3,011 | $1.42M | 0.05% | −16−0.5% | 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 |
| SG Americas Securities, LLC | 2,927 | $1.38M | 0.01% | −4,014−57.8% | Reduced |
| Vident Investment Advisory, LLC | 2,904 | $1.37M | 0.04% | −1,646−36.2% | Reduced |
| Occudo Quantitative Strategies LP | 2,892 | $1.36M | 0.16% | +2,892 | New |
| AE Wealth Management LLC | 2,872 | $1.35M | 0.01% | +5+0.2% | Added |
| Nordea Investment Management AB | 2,850 | $1.34M | 0.00% | +311+12.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,831 | $1.33M | 0.03% | −30−1.0% | Reduced |
| Brown Brothers Harriman & Co | 2,715 | $1.28M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,684 | $1.27M | 0.04% | +808+43.1% | Added |
| Teamwork Financial Advisors, LLC | 2,646 | $1.25M | 0.25% | −10.0% | Reduced |
| State of Alaska, Department of Revenue | 2,547 | $1.20M | 0.01% | +2,547 | New |
| 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 |
| Concorde Asset Management, LLC | 2,440 | $1.15M | 0.66% | +1,862+322.1% | Added |
| Kore Private Wealth LLC | 2,395 | $1.13M | 0.12% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,349 | $1.11M | 0.04% | −175−6.9% | Reduced |
| New York Life Investments Alternatives | 2,352 | $1.11M | 0.72% | −286−10.8% | Reduced |
| Golden Green, Inc. | 2,347 | $1.11M | 0.86% | −481−17.0% | Reduced |
| Bokf, NA | 2,331 | $1.10M | 0.02% | +2,331 | New |
| Brinker Capital Investments, LLC | 3,016 | $1.09M | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,304 | $1.09M | 0.08% | 00.0% | Unchanged |
| Prudential PLC | 2,279 | $1.07M | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,249 | $1.06M | 0.12% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 2,181 | $1.03M | 0.06% | −45−2.0% | Reduced |
| Panagora Asset Management Inc | 2,170 | $1.02M | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,132 | $1.00M | 0.04% | +353+19.8% | Added |
| Wedbush Securities Inc | 2,129 | $1.00M | 0.05% | −10.0% | Reduced |
| Wealthfront Advisers LLC | 2,114 | $997.0K | 0.00% | +558+35.9% | Added |
| Guggenheim Capital LLC | 2,099 | $990.0K | 0.01% | +265+14.4% | Added |
| American National Registered Investment Advisor, Inc. | 2,068 | $975.0K | 0.35% | −7−0.3% | Reduced |
| Creative Planning | 2,055 | $969.0K | 0.00% | −71−3.3% | Reduced |
| Winton Group Ltd | 2,048 | $966.0K | 0.05% | +2,048 | New |
| Squarepoint Ops LLC | 2,003 | $944.0K | 0.01% | −181,727−98.9% | Reduced |
| Oribel Capital Management, LP | 2,000 | $943.0K | 0.12% | +2,000 | New |
| HighPoint Advisor Group LLC | 1,962 | $925.0K | 0.09% | +1,962 | New |
| Regal Investment Advisors LLC | 1,910 | $901.0K | 0.09% | 00.0% | Unchanged |
| US Bancorp | 1,906 | $899.0K | 0.00% | +380+24.9% | Added |
| SEI Investments Co | 2,108 | $889.0K | 0.00% | +737+53.8% | Added |
| Seeyond | 1,840 | $867.0K | 0.08% | +614+50.1% | Added |
| Quadrature Capital Ltd | 1,790 | $843.0K | 0.03% | +1,790 | New |
| IBM Retirement Fund | 1,755 | $828.0K | 0.06% | +256+17.1% | Added |