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, Q1 2022
Institutional positions in MongoDB, Inc. as of Mar 31, 2022. 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
- 571
- +17 vs. Q4 2021
- Shares held
- 60.5M
- +684.2K (+1.1%) vs. Q4 2021
- Total value
- $26.8B
- −$4.86B (−15.3%) vs. Q4 2021
- New holders
- 95
- 228 more added
- Sold out
- 78
- 174 more reduced
7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| JJJ Advisors Inc. | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Marquette Asset Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Retirement Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Kistler-Tiffany Companies, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 5 | $1.00K | 0.00% | +5 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Liberty One Investment Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Disciplined Investments, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cordant, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 3 | $1.33K | 0.00% | −1−25.0% | Reduced |
| EverSource Wealth Advisors, LLC | 5 | $2.00K | 0.00% | −13−72.2% | Reduced |
| Versant Capital Management, Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, 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% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Beacon Capital Management, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $2.22K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $3.00K | 0.00% | −4−40.0% | Reduced |
| AdvisorNet Financial, Inc | 6 | $3.00K | 0.00% | +5+500.0% | Added |
| Ci Investments Inc. | 8 | $4.00K | 0.00% | −89,008−100.0% | Reduced |
| IndexIQ Advisors LLC | 10 | $4.00K | 0.00% | +10 | New |
| Providence Capital Advisors, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Dark Forest Capital Management LP | 10 | $4.00K | 0.00% | +10 | New |
| Sargent Bickham Lagudis LLC | 11 | $5.00K | 0.00% | +5+83.3% | Added |
| Atticus Wealth Management, LLC | 12 | $5.00K | 0.00% | +11+1,100.0% | Added |
| Salem Investment Counselors Inc | 11 | $5.00K | 0.00% | +11 | New |
| Econ Financial Services Corp | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16 | $7.10K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 17 | $8.00K | 0.00% | +17 | New |
| Tilia Fiduciary Partners, Inc. | 21 | $9.00K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $9.00K | 0.00% | +13+185.7% | Added |
| Hantz Financial Services, Inc. | 21 | $9.00K | 0.00% | +21 | New |
| Huntington National Bank | 25 | $11.0K | 0.00% | +24+2,400.0% | Added |
| First Financial Corp | 28 | $12.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 28 | $12.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 26 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 29 | $13.0K | 0.00% | −64−68.8% | Reduced |
| Umb Bank N A | 31 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 36 | $15.0K | 0.01% | −177−83.1% | Reduced |
| Glassman Wealth Services | 34 | $15.0K | 0.00% | +7+25.9% | Added |
| Sandy Spring Bank | 35 | $16.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $16.0K | 0.00% | +30+600.0% | Added |
| Riverview Trust Co | 39 | $17.0K | 0.01% | +39 | New |
| Rise Advisors, LLC | 41 | $18.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 42 | $19.0K | 0.00% | +8+23.5% | Added |
| Parkside Financial Bank & Trust | 47 | $20.0K | 0.01% | +32+213.3% | Added |
| Quent Capital, LLC | 49 | $22.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 57 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 56 | $25.0K | 0.01% | +56 | New |
| Credit Agricole S A | 60 | $27.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 70 | $31.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $31.0K | 0.00% | +15+27.8% | Added |
| Plante Moran Financial Advisors, LLC | 75 | $33.0K | 0.01% | −15−16.7% | Reduced |
| State of Wyoming | 79 | $35.0K | 0.02% | −11−12.2% | Reduced |
| Winch Advisory Services, LLC | 79 | $35.0K | 0.01% | +5+6.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 80 | $35.5K | 0.02% | +20+33.3% | Added |
| Adirondack Trust Co | 88 | $39.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 91 | $40.0K | 0.00% | −2−2.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 90 | $40.0K | 0.02% | +6+7.1% | Added |
| Covestor Ltd | 94 | $42.0K | 0.03% | +13+16.0% | Added |
| Aaron Wealth Advisors | 19,074 | $43.0K | 0.00% | +19,074 | New |
| Central Trust Co | 100 | $44.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 100 | $44.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $44.0K | 0.00% | +100 | New |
| Bartlett & Co. LLC | 100 | $44.0K | 0.00% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $44.4K | 0.00% | +100 | New |
| TCWP LLC | 118 | $52.0K | 0.01% | +118 | New |
| Lindbrook Capital, LLC | 123 | $55.0K | 0.01% | −55−30.9% | Reduced |
| Montag A & Associates Inc | 125 | $55.0K | 0.00% | +17+15.7% | Added |
| HBC Financial Services, PLLC | 680 | $56.0K | 0.04% | +280+70.0% | Added |
| Cambridge Trust Co | 130 | $58.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 134 | $59.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 135 | $60.0K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 133 | $60.4K | 0.00% | −462−77.6% | Reduced |
| Stonebridge Capital Advisors LLC | 150 | $67.0K | 0.01% | +5+3.4% | Added |
| Proequities, Inc. | 157 | $70.0K | 0.01% | −74−32.0% | Reduced |
| Nauset Wealth Management. LLC | 200 | $89.0K | 0.07% | +200 | New |
| Steward Partners Investment Advisory, LLC | 211 | $94.0K | 0.00% | +1+0.5% | Added |
| Baillie Gifford & Co | 216 | $96.0K | 0.00% | +15+7.5% | Added |
| Pittenger & Anderson Inc | 249 | $110.0K | 0.01% | +2+0.8% | Added |
| Elequin Capital LP | 260 | $115.0K | 0.02% | +260 | New |
| TCI Wealth Advisors, Inc. | 261 | $116.0K | 0.02% | +6+2.4% | Added |
| Nomura Holdings Inc | 259 | $118.0K | 0.00% | −45,964−99.4% | Reduced |
| Nisa Investment Advisors, LLC | 270 | $120.0K | 0.00% | −30−10.0% | Reduced |
| Ahrens Investment Partners LLC | 300 | $133.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 303 | $134.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 304 | $134.0K | 0.02% | +67+28.3% | Added |
| Laurel Wealth Advisors LLC | 328 | $145.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 328 | $146.0K | 0.01% | +305+1,326.1% | Added |
| IFP Advisors, Inc | 1,653 | $152.0K | 0.00% | +1,384+514.5% | Added |
| Leonteq Securities AG | 366 | $162.4K | 0.01% | +97+36.1% | Added |
| Point72 Hong Kong Ltd | 372 | $165.0K | 0.02% | −5,709−93.9% | Reduced |