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 3 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 |
|---|---|---|---|---|---|
| Brewin Dolphin Wealth Management Ltd | 70 | $37.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 60 | $32.0K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 60 | $31.9K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 57 | $30.0K | 0.01% | +57 | New |
| JFS Wealth Advisors, LLC | 54 | $29.0K | 0.00% | +4+8.0% | Added |
| CoreCap Advisors, LLC | 52 | $28.0K | 0.00% | +52 | New |
| Quent Capital, LLC | 49 | $26.0K | 0.01% | +49 | New |
| Confluence Wealth Services, Inc. | 49 | $25.0K | 0.01% | +49 | New |
| NEXT Financial Group, Inc | 45 | $24.0K | 0.00% | +12+36.4% | Added |
| CSS LLC | 43 | $23.0K | 0.00% | +43 | New |
| Rise Advisors, LLC | 41 | $21.7K | 0.02% | +41 | New |
| Sandy Spring Bank | 35 | $19.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 34 | $18.0K | 0.00% | +10+41.7% | Added |
| Umb Bank N A | 31 | $16.0K | 0.00% | +31 | New |
| Motley Fool Asset Management LLC | 30 | $16.0K | 0.00% | +30 | New |
| First Financial Corp | 28 | $15.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 28 | $15.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 26 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 27 | $14.0K | 0.00% | +6+28.6% | Added |
| Meeder Asset Management Inc | 23 | $12.0K | 0.00% | −713−96.9% | Reduced |
| TSFG, LLC | 22 | $12.0K | 0.00% | −109−83.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 21 | $11.0K | 0.01% | +21 | New |
| Annapolis Financial Services, LLC | 19 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $10.0K | 0.00% | +18 | New |
| Koshinski Asset Management, Inc. | 16 | $8.47K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 15 | $8.00K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $8.00K | 0.00% | +7+87.5% | Added |
| Altshuler Shaham Ltd | 15 | $8.00K | 0.00% | +15 | New |
| Tradewinds Capital Management, LLC | 13 | $7.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 13 | $7.00K | 0.01% | +13 | New |
| Standard Family Office LLC | 14 | $7.00K | 0.06% | +14 | New |
| Lee Financial Co | 10 | $5.00K | 0.00% | +4+66.7% | Added |
| Harbour Investments, Inc. | 7 | $4.00K | 0.00% | −68−90.7% | Reduced |
| Zions Bancorporation, N.A. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 6 | $3.00K | 0.00% | +6 | New |
| CVA Family Office, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 5 | $2.65K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4 | $2.12K | 0.00% | +4 | New |
| Northwestern Mutual Wealth Management Co | 4 | $2.00K | 0.00% | −21−84.0% | Reduced |
| Clearstead Advisors, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $2.00K | 0.00% | −1−20.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $2.00K | 0.00% | +2+100.0% | Added |
| Private Ocean, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Schubert & Co | 3 | $2.00K | 0.00% | +3 | New |
| Atticus Wealth Management, LLC | 1 | $1.00K | 0.00% | −194−99.5% | Reduced |
| BerganKDV Wealth Management, LLC | 1 | $1.00K | 0.00% | −100−99.0% | Reduced |
| Institutional & Family Asset Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $1.00K | 0.00% | +1 | New |
| Lenox Wealth Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $1.00K | 0.00% | +1 | New |
| Snowden Capital Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Carroll Financial Associates, Inc. | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | +1 | New |
| Nikko Asset Management Americas, Inc. | 0 | $0 | 0.00% | −113,332−100.0% | Sold out |
| Wafra Inc. | 0 | $0 | 0.00% | −90,932−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −41,600−100.0% | Sold out |
| Crawford Lake Capital Management, LLC | 0 | $0 | 0.00% | −26,848−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Capstone Triton Financial Group, LLC | 0 | $0 | 0.00% | −14,079−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −14,844−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −13,518−100.0% | Sold out |
| Graticule Asia Macro Advisors LLC | 0 | $0 | 0.00% | −12,935−100.0% | Sold out |
| Evolutionary Tree Capital Management, LLC | 0 | $0 | 0.00% | −11,275−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −11,117−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −10,658−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −10,359−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −10,098−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −7,064−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,956−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −6,657−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −6,096−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,986−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −4,556−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −4,501−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −4,465−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −3,030−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −2,003−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Redpoint Investment Management Pty Ltd | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −943−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,076−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −435−100.0% | Sold out |