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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 378 | $200.0K | 0.00% | +378 | New |
| Beacon Pointe Advisors, LLC | 381 | $202.0K | 0.01% | +381 | New |
| Minot Wealth Management LLC | 383 | $203.0K | 0.04% | +383 | New |
| Aspiriant, LLC | 391 | $206.0K | 0.01% | −136−25.8% | Reduced |
| Frontier Wealth Management LLC | 391 | $207.0K | 0.01% | +391 | New |
| Kestra Advisory Services, LLC | 397 | $210.0K | 0.00% | −114−22.3% | Reduced |
| Iron Financial, LLC | 396 | $210.0K | 0.09% | +396 | New |
| Fulton Bank, N.A. | 397 | $211.0K | 0.01% | +397 | New |
| Montgomery Investment Management Inc | 400 | $212.0K | 0.07% | +400 | New |
| Alpha Square Group S, LLC | 400 | $212.0K | 0.04% | +400 | New |
| O'Neil Global Advisors, Inc. | 402 | $213.0K | 0.35% | +402 | New |
| Kesler, Norman & Wride, LLC | 404 | $214.0K | 0.05% | +404 | New |
| Captrust Financial Advisors | 411 | $218.0K | 0.00% | +49+13.5% | Added |
| Laidlaw Wealth Management LLC | 414 | $219.0K | 0.04% | +414 | New |
| Integrated Advisors Network LLC | 415 | $220.0K | 0.01% | +415 | New |
| Main Street Financial Solutions, LLC | 417 | $221.0K | 0.03% | +417 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 419 | $222.0K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 426 | $226.0K | 0.01% | +426 | New |
| Moors & Cabot, Inc. | 428 | $227.0K | 0.01% | −47−9.9% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 435 | $230.0K | 0.07% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 435 | $230.0K | 0.10% | +20+4.8% | Added |
| Independent Advisor Alliance | 438 | $232.0K | 0.01% | +438 | New |
| Penserra Capital Management LLC | 443 | $233.0K | 0.00% | −10−2.2% | Reduced |
| Geneos Wealth Management Inc. | 449 | $237.0K | 0.01% | −1,900−80.9% | Reduced |
| Cigna Investments Inc | 450 | $238.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 452 | $239.0K | 0.11% | −39−7.9% | Reduced |
| Allworth Financial LP | 451 | $239.0K | 0.00% | +20+4.6% | Added |
| Coldstream Capital Management Inc | 451 | $239.0K | 0.01% | +451 | New |
| Engine No. 1 LLC | 452 | $239.0K | 0.05% | +452 | New |
| Tealwood Asset Management Inc | 453 | $240.0K | 0.10% | 00.0% | Unchanged |
| First Foundation Advisors | 459 | $243.0K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 469 | $248.0K | 0.01% | +469 | New |
| Veritable, L.P. | 473 | $250.0K | 0.00% | −105−18.2% | Reduced |
| Assenagon Asset Management S.A. | 472 | $250.0K | 0.00% | +20+4.4% | Added |
| Prime Capital Investment Advisors, LLC | 490 | $259.0K | 0.01% | +490 | New |
| American Trust | 490 | $259.0K | 0.02% | +490 | New |
| Roth Financial Partners LLC | 500 | $265.0K | 0.19% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 503 | $266.0K | 0.00% | +503 | New |
| MBB Public Markets I LLC | 505 | $267.0K | 0.01% | +505 | New |
| Northside Capital Management, LLC | 510 | $270.0K | 0.07% | −90−15.0% | Reduced |
| Cresset Asset Management, LLC | 516 | $272.0K | 0.00% | +516 | New |
| TD Waterhouse Canada Inc. | 595 | $276.6K | 0.00% | +595 | New |
| Signaturefd, LLC | 525 | $278.0K | 0.01% | +147+38.9% | Added |
| Valley National Advisers Inc | 527 | $279.0K | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 534 | $283.0K | 0.01% | +534 | New |
| Boothbay Fund Management, LLC | 536 | $284.0K | 0.01% | +2+0.4% | Added |
| Aevitas Wealth Management, Inc. | 550 | $291.0K | 0.17% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 551 | $292.0K | 0.00% | +10+1.8% | Added |
| True North Advisors, LLC | 575 | $304.0K | 0.05% | +575 | New |
| Equitable Holdings, Inc. | 577 | $305.0K | 0.00% | +2+0.3% | Added |
| Insight Folios Inc | 578 | $306.0K | 0.14% | +578 | New |
| Assetmark, Inc | 599 | $317.0K | 0.00% | +599 | New |
| Two Sigma Securities, LLC | 600 | $318.0K | 0.06% | −421−41.2% | Reduced |
| Fifth Third Bancorp | 608 | $322.0K | 0.00% | +5+0.8% | Added |
| Corient Capital Partners, LLC | 613 | $324.0K | 0.02% | +109+21.6% | Added |
| Accuvest Global Advisors | 614 | $325.0K | 0.14% | 00.0% | Unchanged |
| Profund Advisors LLC | 647 | $342.0K | 0.01% | +32+5.2% | Added |
| David J Yvars Group | 650 | $344.0K | 0.21% | 00.0% | Unchanged |
| Winton Group Ltd | 661 | $350.0K | 0.02% | −1,387−67.7% | Reduced |
| Brown Advisory Inc | 671 | $355.0K | 0.00% | +19+2.9% | Added |
| Janney Montgomery Scott LLC | 670 | $355.0K | 0.00% | +53+8.6% | Added |
| Algert Global LLC | 678 | $359.0K | 0.04% | +16+2.4% | Added |
| Financial Perspectives, Inc | 680 | $360.0K | 0.17% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 680 | $360.0K | 0.03% | +135+24.8% | Added |
| Cornerstone Wealth Management, LLC | 685 | $363.0K | 0.03% | −22−3.1% | Reduced |
| Chicago Trust Co NA | 685 | $363.0K | 0.07% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 700 | $371.0K | 0.02% | 00.0% | Unchanged |
| Astrantus Ltd | 700 | $371.0K | 0.28% | +700 | New |
| Boulder Hill Capital Management LP | 700 | $371.0K | 0.36% | +700 | New |
| GWM Advisors LLC | 703 | $372.0K | 0.01% | +703 | New |
| Meiji Yasuda Asset Management Co Ltd. | 707 | $374.0K | 0.02% | +120+20.4% | Added |
| Comerica Bank | 1,043 | $381.0K | 0.00% | +1,043 | New |
| Seeyond | 727 | $384.0K | 0.04% | −1,113−60.5% | Reduced |
| Vestcor Inc | 744 | $394.0K | 0.01% | −80−9.7% | Reduced |
| Mutual of America Capital Management LLC | 746 | $395.0K | 0.00% | +746 | New |
| Agf Investments Inc. | 748 | $396.0K | 0.00% | +348+87.0% | Added |
| Baldwin Brothers Inc | 750 | $397.0K | 0.04% | +50+7.1% | Added |
| Gsa Capital Partners LLP | 760 | $402.0K | 0.05% | −166−17.9% | Reduced |
| Mutual Advisors, LLC | 761 | $403.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 763 | $404.0K | 0.02% | −55−6.7% | Reduced |
| PRW Wealth Management LLC | 764 | $404.0K | 0.19% | +8+1.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 760 | $405.0K | 0.01% | +750+7,500.0% | Added |
| Hall Capital Management Co Inc | 772 | $409.0K | 0.23% | −255−24.8% | Reduced |
| Spire Wealth Management | 794 | $420.0K | 0.01% | +16+2.1% | Added |
| Cetera Advisor Networks LLC | 794 | $420.0K | 0.01% | +25+3.3% | Added |
| Awm Capital, LLC | 800 | $423.0K | 0.32% | −200−20.0% | Reduced |
| American Century Companies Inc | 815 | $431.0K | 0.00% | +151+22.7% | Added |
| Dynamic Technology Lab Private Ltd | 820 | $434.0K | 0.05% | +820 | New |
| Echo Street Capital Management LLC | 845 | $447.0K | 0.00% | +80+10.5% | Added |
| Parallel Advisors, LLC | 861 | $456.0K | 0.02% | +53+6.6% | Added |
| Cerity Partners LLC | 880 | $467.0K | 0.01% | +325+58.6% | Added |
| Yousif Capital Management, LLC | 883 | $467.0K | 0.00% | +883 | New |
| B. Riley Wealth Management, Inc. | 887 | $470.0K | 0.03% | −200−18.4% | Reduced |
| Wetherby Asset Management Inc | 887 | $470.0K | 0.03% | +160+22.0% | Added |
| Anchor Investment Management, LLC | 900 | $476.4K | 0.06% | +900 | New |
| Laurel Wealth Advisors, Inc. | 942 | $498.0K | 0.04% | +942 | New |
| Baker Avenue Asset Management, LP | 980 | $519.0K | 0.03% | +980 | New |
| Prio Wealth Limited Partnership | 1,000 | $529.0K | 0.02% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 1,000 | $529.0K | 0.06% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1,000 | $529.4K | 0.03% | 00.0% | Unchanged |