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 |
|---|---|---|---|---|---|
| 9258 Wealth Management, LLC | 1,025 | $543.0K | 0.12% | 00.0% | Unchanged |
| IBM Retirement Fund | 1,032 | $546.0K | 0.07% | −723−41.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,046 | $554.0K | 0.00% | +558+114.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,063 | $566.0K | 0.01% | +1,063 | New |
| Glenmede Trust Co NA | 1,079 | $570.0K | 0.00% | −161−13.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,076 | $570.0K | 0.00% | +16+1.5% | Added |
| Harvest Fund Management Co., Ltd | 1,076 | $573.0K | 0.10% | +589+120.9% | Added |
| Steel Peak Wealth Management LLC | 1,092 | $578.0K | 0.03% | +174+19.0% | Added |
| Karani Asset Management LLC | 1,101 | $583.0K | 0.29% | +1,101 | New |
| Qtron Investments LLC | 1,132 | $599.0K | 0.14% | 00.0% | Unchanged |
| Ethic Inc. | 1,134 | $600.0K | 0.05% | +1,134 | New |
| Lincoln National Corp | 1,135 | $601.0K | 0.01% | +363+47.0% | Added |
| L & S Advisors Inc | 1,135 | $601.0K | 0.06% | +1,135 | New |
| Federation des caisses Desjardins du Quebec | 1,150 | $608.7K | 0.01% | −152−11.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 1,150 | $609.0K | 0.01% | +1,150 | New |
| American Portfolios Advisors | 1,162 | $615.1K | 0.02% | +750+182.0% | Added |
| Sepio Capital, LP | 1,166 | $617.0K | 0.05% | −61−5.0% | Reduced |
| American International Group, Inc. | 1,205 | $638.0K | 0.00% | −13−1.1% | Reduced |
| Caxton Associates LP | 1,214 | $643.0K | 0.08% | +1,214 | New |
| O'Shaughnessy Asset Management, LLC | 1,219 | $645.0K | 0.01% | +314+34.7% | Added |
| Oppenheimer Asset Management Inc. | 1,246 | $660.0K | 0.01% | −17−1.3% | Reduced |
| Kornitzer Capital Management Inc | 1,275 | $675.0K | 0.01% | +1,275 | New |
| Toroso Investments, LLC | 1,282 | $679.0K | 0.02% | −214−14.3% | Reduced |
| Noked Capital LTD | 1,291 | $683.0K | 0.17% | +331+34.5% | Added |
| Noked Israel Ltd | 1,291 | $683.0K | 0.17% | +331+34.5% | Added |
| American National Registered Investment Advisor, Inc. | 1,330 | $704.0K | 0.23% | −738−35.7% | Reduced |
| Scotia Capital Inc. | 1,377 | $729.0K | 0.00% | +316+29.8% | Added |
| Commerce Bank | 1,413 | $747.0K | 0.00% | +24+1.7% | Added |
| Vontobel Holding Ltd. | 1,434 | $764.0K | 0.01% | +451+45.9% | Added |
| Ieq Capital, LLC | 1,451 | $768.0K | 0.02% | +195+15.5% | Added |
| Perennial Investment Advisors, LLC | 1,455 | $770.0K | 0.24% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,467 | $777.0K | 0.03% | −6,654−81.9% | Reduced |
| HM Payson & Co | 1,479 | $783.0K | 0.02% | +129+9.6% | Added |
| Truvestments Capital LLC | 1,500 | $794.0K | 0.40% | +138+10.1% | Added |
| Manufacturers Life Insurance Company, The | 1,513 | $805.0K | 0.00% | +338+28.8% | Added |
| Los Angeles Capital Management LLC | 1,538 | $814.0K | 0.00% | +1,538 | New |
| Walleye Capital LLC | 1,587 | $840.0K | 0.03% | −1,097−40.9% | Reduced |
| Cutler Group LP | 1,592 | $842.0K | 0.06% | +1,592 | New |
| Moody Lynn & Lieberson, LLC | 1,613 | $854.0K | 0.06% | −4,653−74.3% | Reduced |
| Aigen Investment Management, LP | 1,738 | $856.0K | 0.05% | −6,930−79.9% | Reduced |
| Advisors Asset Management, Inc. | 1,636 | $866.0K | 0.01% | +232+16.5% | Added |
| Illinois Municipal Retirement Fund | 1,656 | $877.0K | 0.02% | 00.0% | Unchanged |
| American National Insurance Co | 1,662 | $880.0K | 0.19% | −14,468−89.7% | Reduced |
| AGF Investments LLC | 1,716 | $908.0K | 0.08% | +156+10.0% | Added |
| Shell Asset Management Co | 1,774 | $939.0K | 0.02% | +545+44.3% | Added |
| Tyler-Stone Wealth Management | 1,795 | $950.0K | 0.50% | +1,795 | New |
| Panagora Asset Management Inc | 1,801 | $953.0K | 0.01% | −369−17.0% | Reduced |
| Perpetual Investment Management Ltd | 1,800 | $953.0K | 0.11% | +1,800 | New |
| Nwam LLC | 1,830 | $969.0K | 0.08% | +600+48.8% | Added |
| Acadian Asset Management LLC | 1,860 | $983.0K | 0.00% | +776+71.6% | Added |
| Regal Investment Advisors LLC | 1,911 | $1.01M | 0.09% | +1+0.1% | Added |
| FORA Capital, LLC | 1,918 | $1.01M | 0.39% | −1,422−42.6% | Reduced |
| Guggenheim Capital LLC | 1,931 | $1.02M | 0.01% | −168−8.0% | Reduced |
| Blueshift Asset Management, LLC | 1,947 | $1.03M | 0.09% | −5,397−73.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,997 | $1.06M | 0.02% | +1,496+298.6% | Added |
| Oribel Capital Management, LP | 2,000 | $1.06M | 0.09% | 00.0% | Unchanged |
| Creative Planning | 2,024 | $1.07M | 0.00% | −31−1.5% | Reduced |
| Schroder Investment Management Group | 2,034 | $1.08M | 0.00% | +758+59.4% | Added |
| US Bancorp | 2,046 | $1.08M | 0.00% | +140+7.3% | Added |
| First Growth Investment Manager LP | 2,100 | $1.11M | 1.07% | −1,100−34.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,138 | $1.13M | 0.04% | +6+0.3% | Added |
| Aj Wealth Strategies, LLC | 2,181 | $1.16M | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,213 | $1.17M | 0.05% | +84+3.9% | Added |
| Golden Green, Inc. | 2,219 | $1.18M | 0.95% | −128−5.5% | Reduced |
| Synergy Financial Group, LTD | 2,234 | $1.18M | 1.06% | +2,234 | New |
| Kovack Advisors, Inc. | 2,270 | $1.20M | 0.12% | +21+0.9% | Added |
| Bokf, NA | 2,290 | $1.21M | 0.02% | −41−1.8% | Reduced |
| Princeton Capital Management LLC | 2,290 | $1.21M | 0.35% | +1,136+98.4% | Added |
| Teamwork Financial Advisors, LLC | 2,295 | $1.22M | 0.22% | −351−13.3% | Reduced |
| Joel Isaacson & Co., LLC | 2,309 | $1.22M | 0.08% | +5+0.2% | Added |
| SG Americas Securities, LLC | 2,313 | $1.22M | 0.01% | −614−21.0% | Reduced |
| Cinctive Capital Management LP | 2,326 | $1.23M | 0.06% | +2,326 | New |
| CWM, LLC | 2,330 | $1.23M | 0.01% | +2,330 | New |
| Exchange Traded Concepts, LLC | 2,336 | $1.24M | 0.02% | +1,415+153.6% | Added |
| New York Life Investments Alternatives | 2,352 | $1.25M | 0.83% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,381 | $1.26M | 0.40% | +1,272+114.7% | Added |
| Kore Private Wealth LLC | 2,395 | $1.27M | 0.15% | 00.0% | Unchanged |
| FIL Ltd | 2,407 | $1.27M | 0.00% | −2,604−52.0% | Reduced |
| Natixis | 2,441 | $1.29M | 0.00% | −44,818−94.8% | Reduced |
| Brinker Capital Investments, LLC | 2,450 | $1.30M | 0.02% | −566−18.8% | Reduced |
| LBMC Investment Advisors, LLC | 2,500 | $1.32M | 0.11% | −9,689−79.5% | Reduced |
| AE Wealth Management LLC | 2,503 | $1.32M | 0.01% | −369−12.8% | Reduced |
| AlphaCrest Capital Management LLC | 2,517 | $1.33M | 0.05% | −1,412−35.9% | Reduced |
| Tiger Management L.L.C. | 2,600 | $1.38M | 0.27% | +2,600 | New |
| Tocqueville Asset Management L.P. | 2,625 | $1.39M | 0.02% | +125+5.0% | Added |
| Castleark Management LLC | 2,630 | $1.39M | 0.05% | −400−13.2% | Reduced |
| Bank of Nova Scotia | 2,630 | $1.39M | 0.00% | +1,272+93.7% | Added |
| STRS Ohio | 2,656 | $1.41M | 0.00% | +2,114+390.0% | Added |
| Red Spruce Capital, LLC | 2,695 | $1.43M | 0.78% | −1,033−27.7% | Reduced |
| Brown Brothers Harriman & Co | 2,715 | $1.44M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 2,762 | $1.46M | 0.09% | +1,349+95.5% | Added |
| APG Asset Management N.V. | 3,181 | $1.48M | 0.00% | −2,600−45.0% | Reduced |
| Emerald Advisers, LLC | 2,798 | $1.48M | 0.05% | −213−7.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,838 | $1.50M | 0.00% | +2,838 | New |
| Concorde Asset Management, LLC | 2,843 | $1.50M | 0.92% | +403+16.5% | Added |
| Nordea Investment Management AB | 2,850 | $1.51M | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,864 | $1.52M | 0.11% | −224−7.3% | Reduced |
| Vident Investment Advisory, LLC | 2,989 | $1.58M | 0.04% | +85+2.9% | Added |
| Twin Focus Capital Partners, LLC | 3,000 | $1.59M | 0.32% | −2−0.1% | Reduced |
| Jefferies Group LLC | 3,000 | $1.59M | 0.03% | +2,500+500.0% | Added |