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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 393 | $174.0K | 0.04% | +165+72.4% | Added |
| Standard Family Office LLC | 408 | $181.0K | 0.05% | +394+2,814.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 410 | $182.0K | 0.00% | −9−2.1% | Reduced |
| Allworth Financial LP | 425 | $189.0K | 0.00% | −26−5.8% | Reduced |
| Shay Capital LLC | 450 | $200.0K | 0.07% | +450 | New |
| Tealwood Asset Management Inc | 453 | $201.0K | 0.09% | 00.0% | Unchanged |
| Lincoln National Corp | 455 | $202.0K | 0.00% | −680−59.9% | Reduced |
| Coldstream Capital Management Inc | 457 | $203.0K | 0.01% | +6+1.3% | Added |
| Assenagon Asset Management S.A. | 464 | $206.0K | 0.00% | −8−1.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 465 | $206.0K | 0.10% | +13+2.9% | Added |
| Total Clarity Wealth Management, Inc. | 465 | $206.0K | 0.11% | +30+6.9% | Added |
| Integrated Advisors Network LLC | 465 | $206.0K | 0.01% | +50+12.0% | Added |
| Capstone Investment Advisors, LLC | 476 | $211.0K | 0.00% | +476 | New |
| Capital Impact Advisors, LLC | 476 | $211.0K | 0.15% | +476 | New |
| Emerald Mutual Fund Advisers Trust | 477 | $212.0K | 0.01% | +222+87.1% | Added |
| Profund Advisors LLC | 490 | $217.0K | 0.01% | −157−24.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 498 | $221.0K | 0.01% | +498 | New |
| Roth Financial Partners LLC | 500 | $222.0K | 0.16% | 00.0% | Unchanged |
| Diversified Trust Co | 508 | $225.0K | 0.01% | −26−4.9% | Reduced |
| Northside Capital Management, LLC | 510 | $226.0K | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 522 | $232.0K | 0.00% | +522 | New |
| Gsa Capital Partners LLP | 525 | $233.0K | 0.03% | −235−30.9% | Reduced |
| Valley National Advisers Inc | 528 | $234.0K | 0.04% | +1+0.2% | Added |
| Acadian Asset Management LLC | 530 | $235.0K | 0.00% | −1,330−71.5% | Reduced |
| Independent Advisor Alliance | 531 | $236.0K | 0.01% | +93+21.2% | Added |
| Winton Group Ltd | 535 | $237.0K | 0.01% | −126−19.1% | Reduced |
| Fulton Bank, N.A. | 539 | $239.0K | 0.01% | +142+35.8% | Added |
| AIA Group Ltd | 542 | $240.0K | 0.01% | +178+48.9% | Added |
| Penserra Capital Management LLC | 546 | $241.0K | 0.01% | +103+23.3% | Added |
| Sciencast Management LP | 595 | $242.0K | 0.06% | +595 | New |
| Fortis Capital Management LLC | 557 | $247.0K | 0.13% | +557 | New |
| Veriti Management LLC | 559 | $248.0K | 0.03% | +559 | New |
| Fund Management at Engine No. 1 LLC | 565 | $251.0K | 0.06% | +565 | New |
| American Portfolios Advisors | 570 | $252.8K | 0.01% | −592−50.9% | Reduced |
| Insight Folios Inc | 570 | $253.0K | 0.11% | −8−1.4% | Reduced |
| Geneos Wealth Management Inc. | 574 | $254.0K | 0.01% | +125+27.8% | Added |
| Independent Financial Group, LLC | 575 | $255.1K | 0.02% | −105−15.4% | Reduced |
| Equitable Holdings, Inc. | 577 | $256.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 577 | $256.0K | 0.00% | +26+4.7% | Added |
| Prime Capital Investment Advisors, LLC | 490 | $259.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 585 | $260.0K | 0.01% | +585 | New |
| Dai-Ichi Life Insurance Company, Ltd | 588 | $261.0K | 0.00% | −3,000−83.6% | Reduced |
| Corient Capital Partners, LLC | 597 | $265.0K | 0.02% | −16−2.6% | Reduced |
| MYDA Advisors LLC | 600 | $266.0K | 0.11% | +600 | New |
| Accuvest Global Advisors | 614 | $272.0K | 0.14% | 00.0% | Unchanged |
| Fifth Third Bancorp | 627 | $278.0K | 0.00% | +19+3.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 632 | $280.0K | 0.02% | −75−10.6% | Reduced |
| O'Neil Global Advisors, Inc. | 633 | $281.0K | 0.15% | +231+57.5% | Added |
| Cerity Partners LLC | 642 | $285.0K | 0.00% | −238−27.0% | Reduced |
| David J Yvars Group | 650 | $288.0K | 0.20% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 651 | $289.0K | 0.18% | +101+18.4% | Added |
| First Foundation Advisors | 660 | $293.0K | 0.01% | +201+43.8% | Added |
| Cigna Investments Inc | 665 | $295.0K | 0.04% | +215+47.8% | Added |
| Beacon Pointe Advisors, LLC | 678 | $301.0K | 0.00% | +297+78.0% | Added |
| Financial Perspectives, Inc | 680 | $301.6K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 684 | $303.0K | 0.03% | −1−0.1% | Reduced |
| Spearhead Capital Advisors, LLC | 684 | $303.0K | 0.04% | +684 | New |
| Signaturefd, LLC | 687 | $305.0K | 0.01% | +162+30.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 690 | $306.0K | 0.01% | −70−9.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 700 | $310.0K | 0.02% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 700 | $311.0K | 0.00% | −450−39.1% | Reduced |
| Fulcrum Asset Management LLP | – | $313.0K | 0.09% | – | – |
| Seeyond | 713 | $316.0K | 0.03% | −14−1.9% | Reduced |
| Parkwood LLC | 717 | $318.0K | 0.05% | +717 | New |
| Harvest Fund Management Co., Ltd | 735 | $326.0K | 0.07% | −341−31.7% | Reduced |
| Hall Capital Management Co Inc | 742 | $329.0K | 0.19% | −30−3.9% | Reduced |
| Ergoteles LLC | 743 | $330.0K | 0.01% | −24,793−97.1% | Reduced |
| Mutual of America Capital Management LLC | 746 | $331.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 748 | $332.0K | 0.00% | −1,249−62.5% | Reduced |
| Prio Wealth Limited Partnership | 750 | $333.0K | 0.01% | −250−25.0% | Reduced |
| Mutual Advisors, LLC | 756 | $335.0K | 0.02% | −5−0.7% | Reduced |
| Ellevest, Inc. | 757 | $336.0K | 0.03% | +474+167.5% | Added |
| Brighton Jones LLC | 759 | $337.0K | 0.02% | −4−0.5% | Reduced |
| Phoenix Holdings Ltd. | 768 | $341.0K | 0.01% | +768 | New |
| Castleark Management LLC | 770 | $342.0K | 0.01% | −1,860−70.7% | Reduced |
| Spire Wealth Management | 788 | $350.0K | 0.01% | −6−0.8% | Reduced |
| Awm Capital, LLC | 800 | $355.0K | 0.22% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 801 | $355.0K | 0.00% | +7+0.9% | Added |
| Baldwin Brothers Inc | 815 | $362.0K | 0.04% | +65+8.7% | Added |
| Quantamental Technologies LLC | 818 | $363.0K | 0.21% | +818 | New |
| American Century Companies Inc | 829 | $368.0K | 0.00% | +14+1.7% | Added |
| Verition Fund Management LLC | 888 | $394.0K | 0.01% | +888 | New |
| B. Riley Wealth Management, Inc. | 890 | $395.0K | 0.03% | +3+0.3% | Added |
| Yousif Capital Management, LLC | 903 | $401.0K | 0.00% | +20+2.3% | Added |
| Zeke Capital Advisors, LLC | 903 | $401.0K | 0.02% | +903 | New |
| D L Carlson Investment Group Inc | 940 | $417.0K | 0.07% | −15,242−94.2% | Reduced |
| Prelude Capital Management, LLC | 965 | $428.0K | 0.02% | +965 | New |
| Vestcor Inc | 968 | $429.0K | 0.01% | +224+30.1% | Added |
| Federation des caisses Desjardins du Quebec | 975 | $432.5K | 0.00% | −175−15.2% | Reduced |
| IBM Retirement Fund | 999 | $443.0K | 0.06% | −33−3.2% | Reduced |
| Tower Bridge Advisors | 1,000 | $443.6K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $443.6K | 0.06% | +100+11.1% | Added |
| Bokf, NA | 1,017 | $451.0K | 0.01% | −1,273−55.6% | Reduced |
| 9258 Wealth Management, LLC | 1,025 | $455.0K | 0.11% | 00.0% | Unchanged |
| HRT Financial LP | 1,032 | $457.0K | 0.00% | −4,727−82.1% | Reduced |
| Janney Montgomery Scott LLC | 1,039 | $461.0K | 0.00% | +369+55.1% | Added |
| Wetherby Asset Management Inc | 1,050 | $466.0K | 0.03% | +163+18.4% | Added |
| AlphaCrest Capital Management LLC | 1,056 | $468.0K | 0.03% | −1,461−58.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,063 | $472.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,099 | $473.0K | 0.02% | +238+27.6% | Added |