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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, Q4 2021

Institutional positions in MongoDB, Inc. as of Dec 31, 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
561
+60 vs. Q3 2021
Shares held
59.9M
+813.1K (+1.4%) vs. Q3 2021
Total value
$31.7B
+$3.86B (+13.9%) vs. Q3 2021
New holders
117
209 more added
Sold out
57
157 more reduced

10 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 561 institutions
Q1 2021: 468 institutionsQ2 2021: 463 institutionsQ3 2021: 511 institutionsQ4 2021: 561 institutionsQ1 2022: 571 institutionsQ2 2022: 539 institutionsQ3 2022: 509 institutionsQ4 2022: 522 institutionsQ1 2023: 528 institutionsQ2 2023: 663 institutionsQ3 2023: 668 institutionsQ4 2023: 748 institutionsQ1 2024: 737 institutionsQ2 2024: 662 institutionsQ3 2024: 667 institutionsQ4 2024: 713 institutionsQ1 2025: 663 institutionsQ2 2025: 693 institutionsQ3 2025: 778 institutionsQ4 2025: 915 institutionsQ1 2026: 817 institutionsQ2 2026: 875 institutions
Value heldQ4 2021: $31.7B
Q1 2021: $14.2BQ2 2021: $21.1BQ3 2021: $27.9BQ4 2021: $31.7BQ1 2022: $26.8BQ2 2022: $16.0BQ3 2022: $12.3BQ4 2022: $12.2BQ1 2023: $14.8BQ2 2023: $26.1BQ3 2023: $22.3BQ4 2023: $26.4BQ1 2024: $23.5BQ2 2024: $17.0BQ3 2024: $18.2BQ4 2024: $15.3BQ1 2025: $12.1BQ2 2025: $14.5BQ3 2025: $22.7BQ4 2025: $30.5BQ1 2026: $17.5BQ2 2026: $25.0B
Institutions holding MDB and their total value by quarter
QuarterHoldersValue
Q2 2026875$25.0B
Q1 2026817$17.5B
Q4 2025915$30.5B
Q3 2025778$22.7B
Q2 2025693$14.5B
Q1 2025663$12.1B
Q4 2024713$15.3B
Q3 2024667$18.2B
Q2 2024662$17.0B
Q1 2024737$23.5B
Q4 2023748$26.4B
Q3 2023668$22.3B
Q2 2023663$26.1B
Q1 2023528$14.8B
Q4 2022522$12.2B
Q3 2022509$12.3B
Q2 2022539$16.0B
Q1 2022571$26.8B
Q4 2021561$31.7B
Q3 2021511$27.9B
Q2 2021463$21.1B
Q1 2021468$14.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q3 2021.

Institutions holding MDB in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Carroll Financial Associates, Inc.1$00.00%−3−75.0%Reduced
Huntington National Bank1$00.00%+1New
Atticus Wealth Management, LLC1$1.00K0.00%−194−99.5%Reduced
BerganKDV Wealth Management, LLC1$1.00K0.00%−100−99.0%Reduced
Institutional & Family Asset Management, LLC2$1.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1$1.00K0.00%+1New
Lenox Wealth Advisors, LLC1$1.00K0.00%+1New
Capital Advisors, Ltd. LLC1$1.00K0.00%+1New
Snowden Capital Advisors LLC3$1.00K0.00%+3New
Raleigh Capital Management Inc.1$1.00K0.00%+1New
Northwestern Mutual Wealth Management Co4$2.00K0.00%−21−84.0%Reduced
Clearstead Advisors, LLC4$2.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC4$2.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)4$2.00K0.00%−1−20.0%Reduced
Kistler-Tiffany Companies, LLC3$2.00K0.00%00.0%Unchanged
JJJ Advisors Inc.4$2.00K0.00%+2+100.0%Added
Private Ocean, LLC3$2.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC4$2.00K0.00%+4New
Schubert & Co3$2.00K0.00%+3New
Sutton Wealth Advisors Inc.4$2.12K0.00%+4New
Raffa Wealth Management, LLC5$2.65K0.00%00.0%Unchanged
Versant Capital Management, Inc5$3.00K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC6$3.00K0.00%+6New
CVA Family Office, LLC5$3.00K0.00%+5New
Harbour Investments, Inc.7$4.00K0.00%−68−90.7%Reduced
Zions Bancorporation, N.A.7$4.00K0.00%00.0%Unchanged
Lee Financial Co10$5.00K0.00%+4+66.7%Added
Tradewinds Capital Management, LLC13$7.00K0.00%00.0%Unchanged
Econ Financial Services Corp13$7.00K0.01%+13New
Standard Family Office LLC14$7.00K0.06%+14New
Bedel Financial Consulting, Inc.16$8.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc16$8.00K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC15$8.00K0.01%00.0%Unchanged
Parkside Financial Bank & Trust15$8.00K0.00%+7+87.5%Added
Altshuler Shaham Ltd15$8.00K0.00%+15New
Koshinski Asset Management, Inc.16$8.47K0.00%00.0%Unchanged
Annapolis Financial Services, LLC19$10.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC18$10.0K0.00%+18New
Bank Julius Baer & Co. Ltd, Zurich20$11.0K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.21$11.0K0.01%+21New
Meeder Asset Management Inc23$12.0K0.00%−713−96.9%Reduced
TSFG, LLC22$12.0K0.00%−109−83.2%Reduced
Asset Dedication, LLC26$14.0K0.00%00.0%Unchanged
Glassman Wealth Services27$14.0K0.00%+6+28.6%Added
First Financial Corp28$15.0K0.01%00.0%Unchanged
Earnest Partners LLC28$15.0K0.00%00.0%Unchanged
Umb Bank N A31$16.0K0.00%+31New
Motley Fool Asset Management LLC30$16.0K0.00%+30New
HHM Wealth Advisors, LLC34$18.0K0.00%+10+41.7%Added
Sandy Spring Bank35$19.0K0.00%00.0%Unchanged
Rise Advisors, LLC41$21.7K0.02%+41New
CSS LLC43$23.0K0.00%+43New
NEXT Financial Group, Inc45$24.0K0.00%+12+36.4%Added
Confluence Wealth Services, Inc.49$25.0K0.01%+49New
Quent Capital, LLC49$26.0K0.01%+49New
CoreCap Advisors, LLC52$28.0K0.00%+52New
JFS Wealth Advisors, LLC54$29.0K0.00%+4+8.0%Added
Arlington Partners LLC57$30.0K0.01%+57New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna60$31.9K0.01%00.0%Unchanged
Credit Agricole S A60$32.0K0.00%00.0%Unchanged
Brewin Dolphin Wealth Management Ltd70$37.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC74$39.0K0.01%00.0%Unchanged
HBC Financial Services, PLLC400$39.0K0.03%+388+3,233.3%Added
Paloma Partners Management Co78$41.0K0.00%+76+3,800.0%Added
Covestor Ltd81$43.0K0.06%+81New
Carmichael Hill & Associates, Inc.84$44.0K0.02%00.0%Unchanged
Adirondack Trust Co88$47.0K0.02%00.0%Unchanged
State of Wyoming90$48.0K0.02%−10−10.0%Reduced
Plante Moran Financial Advisors, LLC90$48.0K0.01%00.0%Unchanged
First Horizon Advisors, Inc.93$48.0K0.00%+21+29.2%Added
Massmutual Trust Co FSB93$49.0K0.00%+2+2.2%Added
Brewin Dolphin Ltd100$53.0K0.00%00.0%Unchanged
Central Trust Co100$53.0K0.00%00.0%Unchanged
Montag A & Associates Inc108$57.0K0.00%+72+200.0%Added
Cambridge Trust Co130$69.0K0.00%+130New
Financial Avengers, Inc.135$71.0K0.04%00.0%Unchanged
Lumature Wealth Partners, LLC134$71.0K0.03%00.0%Unchanged
Stonebridge Capital Advisors LLC145$77.0K0.01%+15+11.5%Added
Robeco Institutional Asset Management B.V.163$86.0K0.00%+6+3.8%Added
Lindbrook Capital, LLC178$94.0K0.01%−2−1.1%Reduced
Baillie Gifford & Co201$106.0K0.00%−12−5.6%Reduced
Steward Partners Investment Advisory, LLC210$111.0K0.00%+70+50.0%Added
Carroll Investors, Inc213$111.0K0.06%+213New
Fulcrum Asset Management LLP–$116.0K0.06%–New
Fieldpoint Private Securities, LLC228$121.0K0.02%00.0%Unchanged
Nisa Investment Advisors, LLC300$122.0K0.00%00.0%Unchanged
Proequities, Inc.231$122.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC237$125.0K0.01%+54+29.5%Added
Pittenger & Anderson Inc247$131.0K0.01%−1−0.4%Reduced
TCI Wealth Advisors, Inc.255$135.0K0.02%−24−8.6%Reduced
Emerald Mutual Fund Advisers Trust255$135.0K0.00%+255New
Leonteq Securities AG269$142.4K0.01%−481−64.1%Reduced
IFP Advisors, Inc269$145.0K0.00%−6−2.2%Reduced
Ellevest, Inc.283$150.0K0.01%+283New
Ahrens Investment Partners LLC300$159.0K0.07%−200−40.0%Reduced
Tradition Wealth Management, LLC303$160.0K0.02%00.0%Unchanged
GraniteShares Advisors LLC312$165.0K0.08%+312New
Laurel Wealth Advisors LLC328$174.0K0.04%00.0%Unchanged
National Bank of Canada393$184.0K0.00%+393New
AIA Group Ltd364$193.0K0.01%+364New