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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 1,083 | $480.0K | 0.04% | +1,083 | New |
| Karani Asset Management LLC | 1,109 | $492.0K | 0.27% | +8+0.7% | Added |
| Brown Advisory Inc | 1,121 | $497.0K | 0.00% | +450+67.1% | Added |
| Quantinno Capital Management LP | 1,120 | $497.0K | 0.08% | +1,120 | New |
| Qtron Investments LLC | 1,132 | $502.0K | 0.11% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,133 | $502.0K | 0.05% | +1,133 | New |
| L & S Advisors Inc | 1,135 | $503.0K | 0.06% | 00.0% | Unchanged |
| Golden Green, Inc. | 1,146 | $508.0K | 0.42% | −1,073−48.4% | Reduced |
| Exchange Traded Concepts, LLC | 1,168 | $518.0K | 0.01% | −1,168−50.0% | Reduced |
| American International Group, Inc. | 1,206 | $535.0K | 0.00% | +1+0.1% | Added |
| Captrust Financial Advisors | 1,215 | $539.0K | 0.00% | +804+195.6% | Added |
| Delphia (USA) Inc. | 1,232 | $547.0K | 0.41% | +1,232 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,244 | $551.0K | 0.05% | +1,244 | New |
| Toroso Investments, LLC | 1,252 | $555.0K | 0.02% | −30−2.3% | Reduced |
| Sepio Capital, LP | 1,259 | $558.0K | 0.05% | +93+8.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,266 | $562.0K | 0.00% | +1,246+6,230.0% | Added |
| The PNC Financial Services Group, Inc. | 1,282 | $569.0K | 0.00% | +206+19.1% | Added |
| Wealthfront Advisers LLC | 1,289 | $572.0K | 0.00% | −3,522−73.2% | Reduced |
| American National Registered Investment Advisor, Inc. | 1,304 | $578.0K | 0.21% | −26−2.0% | Reduced |
| Motley Fool Asset Management LLC | 1,363 | $605.0K | 0.04% | +1,333+4,443.3% | Added |
| Laurel Wealth Advisors, Inc. | 1,368 | $607.0K | 0.05% | +426+45.2% | Added |
| HM Payson & Co | 1,374 | $609.0K | 0.01% | −105−7.1% | Reduced |
| Guggenheim Capital LLC | 1,384 | $614.0K | 0.00% | −547−28.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,391 | $617.0K | 0.01% | +172+14.1% | Added |
| Alpha Square Group S, LLC | 1,400 | $621.0K | 0.08% | +1,000+250.0% | Added |
| Money Concepts Capital Corp | 1,432 | $635.0K | 0.04% | +1,432 | New |
| Perennial Investment Advisors, LLC | 1,445 | $641.0K | 0.20% | −10−0.7% | Reduced |
| Truvestments Capital LLC | 1,458 | $647.0K | 0.35% | −42−2.8% | Reduced |
| Ieq Capital, LLC | 1,485 | $659.0K | 0.02% | +34+2.3% | Added |
| Keybank National Association | 1,494 | $663.0K | 0.00% | +1,494 | New |
| Bank of Nova Scotia | 1,573 | $697.0K | 0.00% | −1,057−40.2% | Reduced |
| CenterBook Partners LP | 1,580 | $701.0K | 0.25% | +1,580 | New |
| American National Insurance Co | 1,662 | $737.0K | 0.20% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,664 | $738.0K | 0.06% | +1,586+2,033.3% | Added |
| Cutler Group LP | 1,669 | $740.0K | 0.07% | +77+4.8% | Added |
| Corton Capital Inc. | 1,693 | $751.0K | 0.33% | +1,693 | New |
| Prudential Financial Inc | 1,711 | $759.0K | 0.00% | −52,306−96.8% | Reduced |
| Steel Peak Wealth Management LLC | 1,751 | $777.0K | 0.05% | +659+60.3% | Added |
| Rockefeller Capital Management L.P. | 1,756 | $778.0K | 0.00% | −1,472−45.6% | Reduced |
| New York Life Investments Alternatives | 1,760 | $781.0K | 0.54% | −592−25.2% | Reduced |
| Oppenheimer Asset Management Inc. | 1,772 | $786.0K | 0.01% | +526+42.2% | Added |
| Teamwork Financial Advisors, LLC | 1,790 | $794.0K | 0.15% | −505−22.0% | Reduced |
| Tyler-Stone Wealth Management | 1,795 | $796.0K | 0.44% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 1,800 | $798.0K | 0.10% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,887 | $837.0K | 0.02% | +113+6.4% | Added |
| Regal Investment Advisors LLC | 1,911 | $848.0K | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,977 | $877.0K | 0.00% | +176+9.8% | Added |
| Tairen Capital Ltd | 2,000 | $887.0K | 0.11% | −30,974−93.9% | Reduced |
| Magnetar Financial LLC | 2,012 | $893.0K | 0.01% | +2,012 | New |
| CWM, LLC | 2,029 | $900.0K | 0.01% | −301−12.9% | Reduced |
| Commerce Bank | 2,043 | $906.0K | 0.01% | +630+44.6% | Added |
| AE Wealth Management LLC | 2,046 | $908.0K | 0.01% | −457−18.3% | Reduced |
| Creative Planning | 2,058 | $913.0K | 0.00% | +34+1.7% | Added |
| Assetmark, Inc | 2,076 | $921.0K | 0.00% | +1,477+246.6% | Added |
| Joel Isaacson & Co., LLC | 2,304 | $924.0K | 0.07% | −5−0.2% | Reduced |
| Prospera Financial Services Inc | 2,091 | $927.0K | 0.04% | +2,091 | New |
| Susquehanna International Group, LLP | 2,104 | $933.0K | 0.00% | −15,756−88.2% | Reduced |
| Kornitzer Capital Management Inc | 2,175 | $965.0K | 0.02% | +900+70.6% | Added |
| Kovack Advisors, Inc. | 2,218 | $983.0K | 0.10% | −52−2.3% | Reduced |
| Synergy Financial Group, LTD | 2,234 | $991.0K | 1.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,240 | $994.0K | 0.08% | +2,240 | New |
| Wedbush Securities Inc | 2,253 | $999.0K | 0.05% | +40+1.8% | Added |
| Carnegie Capital Asset Management, LLC | 2,267 | $1.01M | 0.04% | +129+6.0% | Added |
| Affinity Investment Advisors, LLC | 2,274 | $1.01M | 0.41% | +2,274 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,400 | $1.06M | 1.21% | +2,400 | New |
| Kore Private Wealth LLC | 2,403 | $1.07M | 0.13% | +8+0.3% | Added |
| Aft, Forsyth & Company, Inc. | 2,425 | $1.08M | 0.69% | −1,625−40.1% | Reduced |
| Schroder Investment Management Group | 2,503 | $1.08M | 0.00% | +469+23.1% | Added |
| Vident Investment Advisory, LLC | 2,476 | $1.10M | 0.03% | −513−17.2% | Reduced |
| APG Asset Management N.V. | 2,781 | $1.11M | 0.00% | −400−12.6% | Reduced |
| Tiger Management L.L.C. | 2,500 | $1.11M | 0.30% | −100−3.8% | Reduced |
| LBMC Investment Advisors, LLC | 2,500 | $1.11M | 0.10% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,527 | $1.12M | 0.04% | −4,842−65.7% | Reduced |
| Twinbeech Capital LP | 2,566 | $1.14M | 0.05% | +2,566 | New |
| Princeton Capital Management LLC | 2,607 | $1.16M | 0.36% | +317+13.8% | Added |
| Tocqueville Asset Management L.P. | 2,625 | $1.16M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 2,670 | $1.18M | 0.06% | −92−3.3% | Reduced |
| Trexquant Investment LP | 2,669 | $1.18M | 0.06% | +2,669 | New |
| National Bank of Canada | 2,881 | $1.19M | 0.00% | +2,488+633.1% | Added |
| Brown Brothers Harriman & Co | 2,715 | $1.20M | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 2,786 | $1.24M | 0.01% | −4,415−61.3% | Reduced |
| Vontobel Holding Ltd. | 2,873 | $1.24M | 0.01% | +1,439+100.3% | Added |
| Nordea Investment Management AB | 2,850 | $1.25M | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,822 | $1.25M | 0.09% | −42−1.5% | Reduced |
| Aj Wealth Strategies, LLC | 2,827 | $1.25M | 0.06% | +646+29.6% | Added |
| Private Advisor Group, LLC | 2,896 | $1.28M | 0.01% | −2,164−42.8% | Reduced |
| Crestline Management, LP | 2,955 | $1.31M | 0.16% | +2,955 | New |
| Moody National Bank Trust Division | 2,981 | $1.32M | 0.04% | −26−0.9% | Reduced |
| Twin Focus Capital Partners, LLC | 3,000 | $1.33M | 0.26% | 00.0% | Unchanged |
| PDT Partners, LLC | 3,000 | $1.33M | 0.11% | +3,000 | New |
| Brinker Capital Investments, LLC | 3,073 | $1.36M | 0.02% | +623+25.4% | Added |
| Avestar Capital, LLC | 3,088 | $1.37M | 0.26% | +17+0.6% | Added |
| ETF Managers Group, LLC | 3,243 | $1.40M | 0.03% | +30+0.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,233 | $1.43M | 0.94% | +80+2.5% | Added |
| US Bancorp | 3,267 | $1.45M | 0.00% | +1,221+59.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,306 | $1.47M | 0.03% | −21−0.6% | Reduced |
| Aigen Investment Management, LP | 3,319 | $1.47M | 0.25% | +1,581+91.0% | Added |
| Ethic Inc. | 3,332 | $1.48M | 0.10% | +2,198+193.8% | Added |
| Gyon Technologies Capital Management, LP | 3,339 | $1.48M | 1.04% | +131+4.1% | Added |
| First Growth Investment Manager LP | 3,350 | $1.49M | 1.52% | +1,250+59.5% | Added |