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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 2,138 | $1.13M | 0.04% | +6+0.3% | Added |
| First Growth Investment Manager LP | 2,100 | $1.11M | 1.07% | −1,100−34.4% | Reduced |
| US Bancorp | 2,046 | $1.08M | 0.00% | +140+7.3% | Added |
| Schroder Investment Management Group | 2,034 | $1.08M | 0.00% | +758+59.4% | Added |
| Creative Planning | 2,024 | $1.07M | 0.00% | −31−1.5% | Reduced |
| Oribel Capital Management, LP | 2,000 | $1.06M | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,997 | $1.06M | 0.02% | +1,496+298.6% | Added |
| Blueshift Asset Management, LLC | 1,947 | $1.03M | 0.09% | −5,397−73.5% | Reduced |
| Guggenheim Capital LLC | 1,931 | $1.02M | 0.01% | −168−8.0% | Reduced |
| FORA Capital, LLC | 1,918 | $1.01M | 0.39% | −1,422−42.6% | Reduced |
| Regal Investment Advisors LLC | 1,911 | $1.01M | 0.09% | +1+0.1% | Added |
| Acadian Asset Management LLC | 1,860 | $983.0K | 0.00% | +776+71.6% | Added |
| Nwam LLC | 1,830 | $969.0K | 0.08% | +600+48.8% | Added |
| 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 |
| Tyler-Stone Wealth Management | 1,795 | $950.0K | 0.50% | +1,795 | New |
| Shell Asset Management Co | 1,774 | $939.0K | 0.02% | +545+44.3% | Added |
| AGF Investments LLC | 1,716 | $908.0K | 0.08% | +156+10.0% | Added |
| American National Insurance Co | 1,662 | $880.0K | 0.19% | −14,468−89.7% | Reduced |
| Illinois Municipal Retirement Fund | 1,656 | $877.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,636 | $866.0K | 0.01% | +232+16.5% | Added |
| Aigen Investment Management, LP | 1,738 | $856.0K | 0.05% | −6,930−79.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,613 | $854.0K | 0.06% | −4,653−74.3% | Reduced |
| Cutler Group LP | 1,592 | $842.0K | 0.06% | +1,592 | New |
| Walleye Capital LLC | 1,587 | $840.0K | 0.03% | −1,097−40.9% | Reduced |
| Los Angeles Capital Management LLC | 1,538 | $814.0K | 0.00% | +1,538 | New |
| Manufacturers Life Insurance Company, The | 1,513 | $805.0K | 0.00% | +338+28.8% | Added |
| Truvestments Capital LLC | 1,500 | $794.0K | 0.40% | +138+10.1% | Added |
| HM Payson & Co | 1,479 | $783.0K | 0.02% | +129+9.6% | Added |
| Gotham Asset Management, LLC | 1,467 | $777.0K | 0.03% | −6,654−81.9% | Reduced |
| Perennial Investment Advisors, LLC | 1,455 | $770.0K | 0.24% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,451 | $768.0K | 0.02% | +195+15.5% | Added |
| Vontobel Holding Ltd. | 1,434 | $764.0K | 0.01% | +451+45.9% | Added |
| Commerce Bank | 1,413 | $747.0K | 0.00% | +24+1.7% | Added |
| Scotia Capital Inc. | 1,377 | $729.0K | 0.00% | +316+29.8% | Added |
| American National Registered Investment Advisor, Inc. | 1,330 | $704.0K | 0.23% | −738−35.7% | 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 |
| Toroso Investments, LLC | 1,282 | $679.0K | 0.02% | −214−14.3% | Reduced |
| Kornitzer Capital Management Inc | 1,275 | $675.0K | 0.01% | +1,275 | New |
| Oppenheimer Asset Management Inc. | 1,246 | $660.0K | 0.01% | −17−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,219 | $645.0K | 0.01% | +314+34.7% | Added |
| Caxton Associates LP | 1,214 | $643.0K | 0.08% | +1,214 | New |
| American International Group, Inc. | 1,205 | $638.0K | 0.00% | −13−1.1% | Reduced |
| Sepio Capital, LP | 1,166 | $617.0K | 0.05% | −61−5.0% | Reduced |
| American Portfolios Advisors | 1,162 | $615.1K | 0.02% | +750+182.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 1,150 | $609.0K | 0.01% | +1,150 | New |
| Federation des caisses Desjardins du Quebec | 1,150 | $608.7K | 0.01% | −152−11.7% | Reduced |
| 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 |
| Ethic Inc. | 1,134 | $600.0K | 0.05% | +1,134 | New |
| Qtron Investments LLC | 1,132 | $599.0K | 0.14% | 00.0% | Unchanged |
| Karani Asset Management LLC | 1,101 | $583.0K | 0.29% | +1,101 | New |
| Steel Peak Wealth Management LLC | 1,092 | $578.0K | 0.03% | +174+19.0% | Added |
| Harvest Fund Management Co., Ltd | 1,076 | $573.0K | 0.10% | +589+120.9% | Added |
| 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 |
| B. Metzler seel. Sohn & Co. AG | 1,063 | $566.0K | 0.01% | +1,063 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,046 | $554.0K | 0.00% | +558+114.3% | Added |
| IBM Retirement Fund | 1,032 | $546.0K | 0.07% | −723−41.2% | Reduced |
| 9258 Wealth Management, LLC | 1,025 | $543.0K | 0.12% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1,000 | $529.4K | 0.03% | 00.0% | Unchanged |
| 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 |
| Baker Avenue Asset Management, LP | 980 | $519.0K | 0.03% | +980 | New |
| Laurel Wealth Advisors, Inc. | 942 | $498.0K | 0.04% | +942 | New |
| Anchor Investment Management, LLC | 900 | $476.4K | 0.06% | +900 | 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 |
| Cerity Partners LLC | 880 | $467.0K | 0.01% | +325+58.6% | Added |
| Yousif Capital Management, LLC | 883 | $467.0K | 0.00% | +883 | New |
| Parallel Advisors, LLC | 861 | $456.0K | 0.02% | +53+6.6% | Added |
| Echo Street Capital Management LLC | 845 | $447.0K | 0.00% | +80+10.5% | Added |
| Dynamic Technology Lab Private Ltd | 820 | $434.0K | 0.05% | +820 | New |
| American Century Companies Inc | 815 | $431.0K | 0.00% | +151+22.7% | Added |
| Awm Capital, LLC | 800 | $423.0K | 0.32% | −200−20.0% | 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 |
| Hall Capital Management Co Inc | 772 | $409.0K | 0.23% | −255−24.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 760 | $405.0K | 0.01% | +750+7,500.0% | Added |
| 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 |
| Mutual Advisors, LLC | 761 | $403.0K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 760 | $402.0K | 0.05% | −166−17.9% | Reduced |
| Baldwin Brothers Inc | 750 | $397.0K | 0.04% | +50+7.1% | Added |
| Agf Investments Inc. | 748 | $396.0K | 0.00% | +348+87.0% | Added |
| Mutual of America Capital Management LLC | 746 | $395.0K | 0.00% | +746 | New |
| Vestcor Inc | 744 | $394.0K | 0.01% | −80−9.7% | Reduced |
| Seeyond | 727 | $384.0K | 0.04% | −1,113−60.5% | Reduced |
| Comerica Bank | 1,043 | $381.0K | 0.00% | +1,043 | New |
| Meiji Yasuda Asset Management Co Ltd. | 707 | $374.0K | 0.02% | +120+20.4% | Added |
| GWM Advisors LLC | 703 | $372.0K | 0.01% | +703 | New |
| 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 |
| 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 |
| Financial Perspectives, Inc | 680 | $360.0K | 0.17% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 680 | $360.0K | 0.03% | +135+24.8% | Added |
| Algert Global LLC | 678 | $359.0K | 0.04% | +16+2.4% | Added |