Skip to main content

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
Pinebridge Investments, L.P.7,193$3.81M0.04%+678+10.4%Added
IFM Investors Pty Ltd7,032$3.72M0.07%00.0%Unchanged
Nissay Asset Management Corp6,772$3.58M0.03%+504+8.0%Added
AQR Capital Management LLC6,560$3.47M0.01%+2,810+74.9%Added
Handelsbanken Fonder AB6,551$3.47M0.02%−3,249−33.2%Reduced
Jump Financial, LLC6,532$3.46M0.22%+5,489+526.3%Added
Calamos Advisors LLC6,497$3.44M0.01%−700−9.7%Reduced
Standard Life Aberdeen plc6,339$3.35M0.01%+319+5.3%Added
Cambridge Investment Research Advisors, Inc.6,174$3.27M0.01%−1,762−22.2%Reduced
Point72 Hong Kong Ltd6,081$3.22M0.27%+6,081New
Allstate Corp6,040$3.20M0.06%+4,342+255.7%Added
CIBC Private Wealth Group, LLC5,772$3.06M0.01%+250+4.5%Added
HRT Financial LP5,759$3.05M0.02%+5,759New
M&T Bank Corp5,437$2.88M0.01%+189+3.6%Added
Zweig-DiMenna Associates LLC5,330$2.82M0.23%+5,330New
Centaurus Financial, Inc.5,167$2.73M0.21%+17+0.3%Added
AdvisorShares Investments LLC5,060$2.68M0.32%−250−4.7%Reduced
Private Advisor Group, LLC5,060$2.68M0.02%+931+22.5%Added
Weiss Multi-Strategy Advisers LLC5,017$2.66M0.06%−2,983−37.3%Reduced
Caisse de Depot Et Placement du Quebec5,000$2.65M0.01%+5,000New
Summit Global Investments4,965$2.63M0.17%00.0%Unchanged
ProShare Advisors LLC4,921$2.60M0.01%+1,454+41.9%Added
Maryland State Retirement & Pension System4,871$2.58M0.07%+149+3.2%Added
Wealthfront Advisers LLC4,811$2.55M0.01%+2,697+127.6%Added
Occudo Quantitative Strategies LP4,710$2.49M0.22%+1,818+62.9%Added
Lazard Asset Management LLC4,675$2.47M0.00%−2,623−35.9%Reduced
Alkeon Capital Management LLC4,673$2.47M0.01%+4,673New
Quadrature Capital Ltd4,561$2.41M0.13%+2,771+154.8%Added
Silicon Valley Community Foundation4,530$2.40M0.16%−76−1.7%Reduced
Jackson Square Capital, LLC4,517$2.39M0.69%−59−1.3%Reduced
Lisanti Capital Growth, LLC4,290$2.27M0.33%−5,090−54.3%Reduced
ExodusPoint Capital Management, LP4,246$2.25M0.03%−18,574−81.4%Reduced
Metropolitan Life Insurance Co4,225$2.24M0.03%+69+1.7%Added
Daiwa Securities Group Inc.4,207$2.23M0.01%−76−1.8%Reduced
F/M Investments LLC4,203$2.23M1.63%+4,203New
Benjamin F. Edwards & Company, Inc.4,160$2.20M0.10%−144−3.3%Reduced
Advisor Group Holdings, Inc.4,181$2.20M0.00%−44−1.0%Reduced
Candriam Luxembourg S.C.A.4,147$2.19M0.01%−8−0.2%Reduced
Aft, Forsyth & Company, Inc.4,050$2.14M1.10%+20+0.5%Added
Raymond James Financial Services Advisors, Inc.3,958$2.10M0.00%−253−6.0%Reduced
Truist Financial Corp3,919$2.07M0.00%+893+29.5%Added
Raymond James & Associates3,730$1.97M0.00%+664+21.7%Added
Nicholas Investment Partners, LP3,625$1.92M0.12%+3,625New
Two Sigma Investments, LP3,605$1.91M0.00%+3,605New
Dai-Ichi Life Insurance Company, Ltd3,588$1.90M0.02%+3,000+510.2%Added
Caliber Wealth Management, LLC4,766$1.89M1.31%+210+4.6%Added
SEI Investments Co3,302$1.89M0.00%+1,194+56.6%Added
Interval Partners, LP3,500$1.85M0.13%+3,500New
M&G Investment Management Ltd3,480$1.84M0.01%+3,480New
Oppenheimer & Co Inc3,423$1.81M0.03%−419−10.9%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd3,327$1.76M0.04%+496+17.5%Added
Banque Cantonale Vaudoise3,233$1.71M0.07%+2,060+175.6%Added
ETF Managers Group, LLC3,213$1.71M0.03%−1,486−31.6%Reduced
Rockefeller Capital Management L.P.3,228$1.71M0.01%+47+1.5%Added
Gyon Technologies Capital Management, LP3,208$1.70M0.31%+2,617+442.8%Added
State of Alaska, Department of Revenue3,195$1.69M0.02%+648+25.4%Added
Cherry Creek Investment Advisors, Inc.3,153$1.67M1.04%−100−3.1%Reduced
Man Group plc3,080$1.63M0.01%−2,745−47.1%Reduced
Avestar Capital, LLC3,071$1.63M0.30%00.0%Unchanged
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
Jefferies Group LLC3,000$1.59M0.03%+2,500+500.0%Added
Twin Focus Capital Partners, LLC3,000$1.59M0.32%−2−0.1%Reduced
Vident Investment Advisory, LLC2,989$1.58M0.04%+85+2.9%Added
Perigon Wealth Management, LLC2,864$1.52M0.11%−224−7.3%Reduced
Nordea Investment Management AB2,850$1.51M0.00%00.0%Unchanged
Concorde Asset Management, LLC2,843$1.50M0.92%+403+16.5%Added
Healthcare of Ontario Pension Plan Trust Fund2,838$1.50M0.00%+2,838New
APG Asset Management N.V.3,181$1.48M0.00%−2,600−45.0%Reduced
Emerald Advisers, LLC2,798$1.48M0.05%−213−7.1%Reduced
JustInvest LLC2,762$1.46M0.09%+1,349+95.5%Added
Brown Brothers Harriman & Co2,715$1.44M0.01%00.0%Unchanged
Red Spruce Capital, LLC2,695$1.43M0.78%−1,033−27.7%Reduced
STRS Ohio2,656$1.41M0.00%+2,114+390.0%Added
Castleark Management LLC2,630$1.39M0.05%−400−13.2%Reduced
Bank of Nova Scotia2,630$1.39M0.00%+1,272+93.7%Added
Tocqueville Asset Management L.P.2,625$1.39M0.02%+125+5.0%Added
Tiger Management L.L.C.2,600$1.38M0.27%+2,600New
AlphaCrest Capital Management LLC2,517$1.33M0.05%−1,412−35.9%Reduced
AE Wealth Management LLC2,503$1.32M0.01%−369−12.8%Reduced
LBMC Investment Advisors, LLC2,500$1.32M0.11%−9,689−79.5%Reduced
Brinker Capital Investments, LLC2,450$1.30M0.02%−566−18.8%Reduced
Natixis2,441$1.29M0.00%−44,818−94.8%Reduced
FIL Ltd2,407$1.27M0.00%−2,604−52.0%Reduced
Kore Private Wealth LLC2,395$1.27M0.15%00.0%Unchanged
Bayesian Capital Management, LP2,381$1.26M0.40%+1,272+114.7%Added
New York Life Investments Alternatives2,352$1.25M0.83%00.0%Unchanged
Exchange Traded Concepts, LLC2,336$1.24M0.02%+1,415+153.6%Added
CWM, LLC2,330$1.23M0.01%+2,330New
Cinctive Capital Management LP2,326$1.23M0.06%+2,326New
SG Americas Securities, LLC2,313$1.22M0.01%−614−21.0%Reduced
Joel Isaacson & Co., LLC2,309$1.22M0.08%+5+0.2%Added
Teamwork Financial Advisors, LLC2,295$1.22M0.22%−351−13.3%Reduced
Bokf, NA2,290$1.21M0.02%−41−1.8%Reduced
Princeton Capital Management LLC2,290$1.21M0.35%+1,136+98.4%Added
Kovack Advisors, Inc.2,270$1.20M0.12%+21+0.9%Added
Synergy Financial Group, LTD2,234$1.18M1.06%+2,234New
Golden Green, Inc.2,219$1.18M0.95%−128−5.5%Reduced
Wedbush Securities Inc2,213$1.17M0.05%+84+3.9%Added
Aj Wealth Strategies, LLC2,181$1.16M0.05%00.0%Unchanged