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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
Moody National Bank Trust Division3,007$1.59M0.05%−15,206−83.5%Reduced
MML Investors Services, LLC3,008$1.59M0.01%−1,256−29.5%Reduced
Avestar Capital, LLC3,071$1.63M0.30%00.0%Unchanged
Man Group plc3,080$1.63M0.01%−2,745−47.1%Reduced
Cherry Creek Investment Advisors, Inc.3,153$1.67M1.04%−100−3.1%Reduced
State of Alaska, Department of Revenue3,195$1.69M0.02%+648+25.4%Added
Gyon Technologies Capital Management, LP3,208$1.70M0.31%+2,617+442.8%Added
Rockefeller Capital Management L.P.3,228$1.71M0.01%+47+1.5%Added
ETF Managers Group, LLC3,213$1.71M0.03%−1,486−31.6%Reduced
Banque Cantonale Vaudoise3,233$1.71M0.07%+2,060+175.6%Added
Sumitomo Mitsui DS Asset Management Company, Ltd3,327$1.76M0.04%+496+17.5%Added
Oppenheimer & Co Inc3,423$1.81M0.03%−419−10.9%Reduced
M&G Investment Management Ltd3,480$1.84M0.01%+3,480New
Interval Partners, LP3,500$1.85M0.13%+3,500New
SEI Investments Co3,302$1.89M0.00%+1,194+56.6%Added
Caliber Wealth Management, LLC4,766$1.89M1.31%+210+4.6%Added
Dai-Ichi Life Insurance Company, Ltd3,588$1.90M0.02%+3,000+510.2%Added
Two Sigma Investments, LP3,605$1.91M0.00%+3,605New
Nicholas Investment Partners, LP3,625$1.92M0.12%+3,625New
Raymond James & Associates3,730$1.97M0.00%+664+21.7%Added
Truist Financial Corp3,919$2.07M0.00%+893+29.5%Added
Raymond James Financial Services Advisors, Inc.3,958$2.10M0.00%−253−6.0%Reduced
Aft, Forsyth & Company, Inc.4,050$2.14M1.10%+20+0.5%Added
Candriam Luxembourg S.C.A.4,147$2.19M0.01%−8−0.2%Reduced
Advisor Group Holdings, Inc.4,181$2.20M0.00%−44−1.0%Reduced
Benjamin F. Edwards & Company, Inc.4,160$2.20M0.10%−144−3.3%Reduced
F/M Investments LLC4,203$2.23M1.63%+4,203New
Daiwa Securities Group Inc.4,207$2.23M0.01%−76−1.8%Reduced
Metropolitan Life Insurance Co4,225$2.24M0.03%+69+1.7%Added
ExodusPoint Capital Management, LP4,246$2.25M0.03%−18,574−81.4%Reduced
Lisanti Capital Growth, LLC4,290$2.27M0.33%−5,090−54.3%Reduced
Jackson Square Capital, LLC4,517$2.39M0.69%−59−1.3%Reduced
Silicon Valley Community Foundation4,530$2.40M0.16%−76−1.7%Reduced
Quadrature Capital Ltd4,561$2.41M0.13%+2,771+154.8%Added
Lazard Asset Management LLC4,675$2.47M0.00%−2,623−35.9%Reduced
Alkeon Capital Management LLC4,673$2.47M0.01%+4,673New
Occudo Quantitative Strategies LP4,710$2.49M0.22%+1,818+62.9%Added
Wealthfront Advisers LLC4,811$2.55M0.01%+2,697+127.6%Added
Maryland State Retirement & Pension System4,871$2.58M0.07%+149+3.2%Added
ProShare Advisors LLC4,921$2.60M0.01%+1,454+41.9%Added
Summit Global Investments4,965$2.63M0.17%00.0%Unchanged
Caisse de Depot Et Placement du Quebec5,000$2.65M0.01%+5,000New
Weiss Multi-Strategy Advisers LLC5,017$2.66M0.06%−2,983−37.3%Reduced
Private Advisor Group, LLC5,060$2.68M0.02%+931+22.5%Added
AdvisorShares Investments LLC5,060$2.68M0.32%−250−4.7%Reduced
Centaurus Financial, Inc.5,167$2.73M0.21%+17+0.3%Added
Zweig-DiMenna Associates LLC5,330$2.82M0.23%+5,330New
M&T Bank Corp5,437$2.88M0.01%+189+3.6%Added
HRT Financial LP5,759$3.05M0.02%+5,759New
CIBC Private Wealth Group, LLC5,772$3.06M0.01%+250+4.5%Added
Allstate Corp6,040$3.20M0.06%+4,342+255.7%Added
Point72 Hong Kong Ltd6,081$3.22M0.27%+6,081New
Cambridge Investment Research Advisors, Inc.6,174$3.27M0.01%−1,762−22.2%Reduced
Standard Life Aberdeen plc6,339$3.35M0.01%+319+5.3%Added
Calamos Advisors LLC6,497$3.44M0.01%−700−9.7%Reduced
Jump Financial, LLC6,532$3.46M0.22%+5,489+526.3%Added
Handelsbanken Fonder AB6,551$3.47M0.02%−3,249−33.2%Reduced
AQR Capital Management LLC6,560$3.47M0.01%+2,810+74.9%Added
Nissay Asset Management Corp6,772$3.58M0.03%+504+8.0%Added
IFM Investors Pty Ltd7,032$3.72M0.07%00.0%Unchanged
Pinebridge Investments, L.P.7,193$3.81M0.04%+678+10.4%Added
Xponance, Inc.7,199$3.81M0.06%+185+2.6%Added
Banco Santander, S.A.7,201$3.81M0.02%+6,102+555.2%Added
RMB Capital Management, LLC7,210$3.82M0.12%+538+8.1%Added
Eaton Vance Management7,236$3.83M0.00%00.0%Unchanged
ClariVest Asset Management LLC7,300$3.86M0.12%+1,300+21.7%Added
Vista Wealth Management Group, LLC7,310$3.87M0.63%+7,310New
Advisory Services Network, LLC7,327$3.88M0.11%+7+0.1%Added
Engineers Gate Manager LP7,369$3.90M0.18%+3,699+100.8%Added
Winfield Associates, Inc.7,442$3.94M1.31%−37−0.5%Reduced
Twin Tree Management, LP7,498$3.97M0.10%+7,294+3,575.5%Added
DekaBank Deutsche Girozentrale7,501$4.03M0.01%+3,805+102.9%Added
Jasper Ridge Partners, L.P.7,650$4.05M0.15%00.0%Unchanged
Xcel Wealth Management, LLC7,777$4.12M1.06%−685−8.1%Reduced
Prudential PLC7,791$4.12M0.06%+5,512+241.9%Added
Tudor Investment Corp Et Al8,134$4.31M0.08%00.0%Unchanged
Russell Investments Group, Ltd.8,236$4.36M0.01%+1,755+27.1%Added
Public Employees Retirement Association of Colorado8,291$4.39M0.02%+1,401+20.3%Added
Melqart Asset Management (UK) Ltd8,380$4.44M0.25%+8,380New
Gulf International Bank (UK) Ltd8,472$4.48M0.06%−1,787−17.4%Reduced
Oregon Public Employees Retirement Fund9,257$4.90M0.05%+9,257New
EFG Asset Management (Americas) Corp.9,299$4.92M0.83%−1,278−12.1%Reduced
Slow Capital, Inc.9,342$4.95M0.85%−759−7.5%Reduced
Mackenzie Financial Corp9,473$5.01M0.01%+6,100+180.8%Added
Victory Capital Management Inc9,634$5.10M0.00%+495+5.4%Added
Skandinaviska Enskilda Banken AB (publ)9,878$5.26M0.03%+431+4.6%Added
O'Shares Investment Advisers, LLC9,944$5.26M0.38%−3,789−27.6%Reduced
Canada Pension Plan Investment Board9,962$5.27M0.01%+20.0%Added
Alight Capital Management LP10,000$5.29M1.72%+10,000New
Financial Architects, Inc10,093$5.34M0.72%+93+0.9%Added
British Columbia Investment Management Corp10,230$5.42M0.03%−94−0.9%Reduced
Envestnet Asset Management Inc10,263$5.43M0.00%+4,019+64.4%Added
Tredje AP-fonden10,667$5.65M0.11%−5,333−33.3%Reduced
Employees Retirement System of Texas11,282$5.97M0.07%00.0%Unchanged
Nomura Asset Management Co Ltd11,378$6.02M0.03%+598+5.5%Added
Teacher Retirement System of Texas11,405$6.04M0.03%+2,431+27.1%Added
Whittier Trust Co of Nevada Inc11,415$6.04M0.22%−2,411−17.4%Reduced
Utah Retirement Systems11,538$6.11M0.08%+300+2.7%Added
Landscape Capital Management, L.L.C.11,539$6.11M0.86%+11,539New
Forsta Ap-Fonden11,700$6.19M0.06%+200+1.7%Added