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 |
|---|---|---|---|---|---|
| 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 |
| Winton Group Ltd | 661 | $350.0K | 0.02% | −1,387−67.7% | Reduced |
| David J Yvars Group | 650 | $344.0K | 0.21% | 00.0% | Unchanged |
| Profund Advisors LLC | 647 | $342.0K | 0.01% | +32+5.2% | Added |
| Accuvest Global Advisors | 614 | $325.0K | 0.14% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 613 | $324.0K | 0.02% | +109+21.6% | Added |
| Fifth Third Bancorp | 608 | $322.0K | 0.00% | +5+0.8% | Added |
| Two Sigma Securities, LLC | 600 | $318.0K | 0.06% | −421−41.2% | Reduced |
| Assetmark, Inc | 599 | $317.0K | 0.00% | +599 | New |
| Insight Folios Inc | 578 | $306.0K | 0.14% | +578 | New |
| Equitable Holdings, Inc. | 577 | $305.0K | 0.00% | +2+0.3% | Added |
| True North Advisors, LLC | 575 | $304.0K | 0.05% | +575 | New |
| United Capital Financial Advisers, LLC | 551 | $292.0K | 0.00% | +10+1.8% | Added |
| Aevitas Wealth Management, Inc. | 550 | $291.0K | 0.17% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 536 | $284.0K | 0.01% | +2+0.4% | Added |
| Diversified Trust Co | 534 | $283.0K | 0.01% | +534 | New |
| Valley National Advisers Inc | 527 | $279.0K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 525 | $278.0K | 0.01% | +147+38.9% | Added |
| TD Waterhouse Canada Inc. | 595 | $276.6K | 0.00% | +595 | New |
| Cresset Asset Management, LLC | 516 | $272.0K | 0.00% | +516 | New |
| Northside Capital Management, LLC | 510 | $270.0K | 0.07% | −90−15.0% | Reduced |
| MBB Public Markets I LLC | 505 | $267.0K | 0.01% | +505 | New |
| Avantax Advisory Services, Inc. | 503 | $266.0K | 0.00% | +503 | New |
| Roth Financial Partners LLC | 500 | $265.0K | 0.19% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 490 | $259.0K | 0.01% | +490 | New |
| American Trust | 490 | $259.0K | 0.02% | +490 | 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 |
| Graham Capital Management, L.P. | 469 | $248.0K | 0.01% | +469 | New |
| First Foundation Advisors | 459 | $243.0K | 0.01% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 453 | $240.0K | 0.10% | 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 |
| Cigna Investments Inc | 450 | $238.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 449 | $237.0K | 0.01% | −1,900−80.9% | Reduced |
| Penserra Capital Management LLC | 443 | $233.0K | 0.00% | −10−2.2% | Reduced |
| Independent Advisor Alliance | 438 | $232.0K | 0.01% | +438 | New |
| 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 |
| Moors & Cabot, Inc. | 428 | $227.0K | 0.01% | −47−9.9% | Reduced |
| Capital Wealth Planning, LLC | 426 | $226.0K | 0.01% | +426 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 419 | $222.0K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 417 | $221.0K | 0.03% | +417 | New |
| Integrated Advisors Network LLC | 415 | $220.0K | 0.01% | +415 | New |
| Laidlaw Wealth Management LLC | 414 | $219.0K | 0.04% | +414 | New |
| Captrust Financial Advisors | 411 | $218.0K | 0.00% | +49+13.5% | Added |
| Kesler, Norman & Wride, LLC | 404 | $214.0K | 0.05% | +404 | New |
| O'Neil Global Advisors, Inc. | 402 | $213.0K | 0.35% | +402 | New |
| Montgomery Investment Management Inc | 400 | $212.0K | 0.07% | +400 | New |
| Alpha Square Group S, LLC | 400 | $212.0K | 0.04% | +400 | New |
| Fulton Bank, N.A. | 397 | $211.0K | 0.01% | +397 | New |
| Kestra Advisory Services, LLC | 397 | $210.0K | 0.00% | −114−22.3% | Reduced |
| Iron Financial, LLC | 396 | $210.0K | 0.09% | +396 | New |
| Frontier Wealth Management LLC | 391 | $207.0K | 0.01% | +391 | New |
| Aspiriant, LLC | 391 | $206.0K | 0.01% | −136−25.8% | Reduced |
| Minot Wealth Management LLC | 383 | $203.0K | 0.04% | +383 | New |
| Beacon Pointe Advisors, LLC | 381 | $202.0K | 0.01% | +381 | New |
| Mercer Global Advisors Inc | 378 | $200.0K | 0.00% | +378 | New |
| AIA Group Ltd | 364 | $193.0K | 0.01% | +364 | New |
| National Bank of Canada | 393 | $184.0K | 0.00% | +393 | New |
| Laurel Wealth Advisors LLC | 328 | $174.0K | 0.04% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 312 | $165.0K | 0.08% | +312 | New |
| Tradition Wealth Management, LLC | 303 | $160.0K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 300 | $159.0K | 0.07% | −200−40.0% | Reduced |
| Ellevest, Inc. | 283 | $150.0K | 0.01% | +283 | New |
| IFP Advisors, Inc | 269 | $145.0K | 0.00% | −6−2.2% | Reduced |
| Leonteq Securities AG | 269 | $142.4K | 0.01% | −481−64.1% | Reduced |
| TCI Wealth Advisors, Inc. | 255 | $135.0K | 0.02% | −24−8.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 255 | $135.0K | 0.00% | +255 | New |
| Pittenger & Anderson Inc | 247 | $131.0K | 0.01% | −1−0.4% | Reduced |
| Quadrant Capital Group LLC | 237 | $125.0K | 0.01% | +54+29.5% | Added |
| Nisa Investment Advisors, LLC | 300 | $122.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 231 | $122.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 228 | $121.0K | 0.02% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $116.0K | 0.06% | – | New |
| Steward Partners Investment Advisory, LLC | 210 | $111.0K | 0.00% | +70+50.0% | Added |
| Carroll Investors, Inc | 213 | $111.0K | 0.06% | +213 | New |
| Baillie Gifford & Co | 201 | $106.0K | 0.00% | −12−5.6% | Reduced |
| Lindbrook Capital, LLC | 178 | $94.0K | 0.01% | −2−1.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 163 | $86.0K | 0.00% | +6+3.8% | Added |
| Stonebridge Capital Advisors LLC | 145 | $77.0K | 0.01% | +15+11.5% | Added |
| Financial Avengers, Inc. | 135 | $71.0K | 0.04% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 134 | $71.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 130 | $69.0K | 0.00% | +130 | New |
| Montag A & Associates Inc | 108 | $57.0K | 0.00% | +72+200.0% | Added |
| Brewin Dolphin Ltd | 100 | $53.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $53.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 93 | $49.0K | 0.00% | +2+2.2% | Added |
| State of Wyoming | 90 | $48.0K | 0.02% | −10−10.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 90 | $48.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 93 | $48.0K | 0.00% | +21+29.2% | Added |
| Adirondack Trust Co | 88 | $47.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 84 | $44.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 81 | $43.0K | 0.06% | +81 | New |
| Paloma Partners Management Co | 78 | $41.0K | 0.00% | +76+3,800.0% | Added |
| Winch Advisory Services, LLC | 74 | $39.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 400 | $39.0K | 0.03% | +388+3,233.3% | Added |