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 |
|---|---|---|---|---|---|
| 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 |
| Vident Investment Advisory, LLC | 2,476 | $1.10M | 0.03% | −513−17.2% | Reduced |
| Schroder Investment Management Group | 2,503 | $1.08M | 0.00% | +469+23.1% | Added |
| Aft, Forsyth & Company, Inc. | 2,425 | $1.08M | 0.69% | −1,625−40.1% | Reduced |
| Kore Private Wealth LLC | 2,403 | $1.07M | 0.13% | +8+0.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,400 | $1.06M | 1.21% | +2,400 | New |
| Affinity Investment Advisors, LLC | 2,274 | $1.01M | 0.41% | +2,274 | New |
| Carnegie Capital Asset Management, LLC | 2,267 | $1.01M | 0.04% | +129+6.0% | Added |
| Wedbush Securities Inc | 2,253 | $999.0K | 0.05% | +40+1.8% | Added |
| Venturi Wealth Management, LLC | 2,240 | $994.0K | 0.08% | +2,240 | New |
| Synergy Financial Group, LTD | 2,234 | $991.0K | 1.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,218 | $983.0K | 0.10% | −52−2.3% | Reduced |
| Kornitzer Capital Management Inc | 2,175 | $965.0K | 0.02% | +900+70.6% | Added |
| Susquehanna International Group, LLP | 2,104 | $933.0K | 0.00% | −15,756−88.2% | Reduced |
| Prospera Financial Services Inc | 2,091 | $927.0K | 0.04% | +2,091 | New |
| Joel Isaacson & Co., LLC | 2,304 | $924.0K | 0.07% | −5−0.2% | Reduced |
| Assetmark, Inc | 2,076 | $921.0K | 0.00% | +1,477+246.6% | Added |
| Creative Planning | 2,058 | $913.0K | 0.00% | +34+1.7% | Added |
| AE Wealth Management LLC | 2,046 | $908.0K | 0.01% | −457−18.3% | Reduced |
| Commerce Bank | 2,043 | $906.0K | 0.01% | +630+44.6% | Added |
| CWM, LLC | 2,029 | $900.0K | 0.01% | −301−12.9% | Reduced |
| Magnetar Financial LLC | 2,012 | $893.0K | 0.01% | +2,012 | New |
| Tairen Capital Ltd | 2,000 | $887.0K | 0.11% | −30,974−93.9% | Reduced |
| Panagora Asset Management Inc | 1,977 | $877.0K | 0.00% | +176+9.8% | Added |
| Regal Investment Advisors LLC | 1,911 | $848.0K | 0.08% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,887 | $837.0K | 0.02% | +113+6.4% | Added |
| Perpetual Investment Management Ltd | 1,800 | $798.0K | 0.10% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,795 | $796.0K | 0.44% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 1,790 | $794.0K | 0.15% | −505−22.0% | Reduced |
| Oppenheimer Asset Management Inc. | 1,772 | $786.0K | 0.01% | +526+42.2% | Added |
| New York Life Investments Alternatives | 1,760 | $781.0K | 0.54% | −592−25.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,756 | $778.0K | 0.00% | −1,472−45.6% | Reduced |
| Steel Peak Wealth Management LLC | 1,751 | $777.0K | 0.05% | +659+60.3% | Added |
| Prudential Financial Inc | 1,711 | $759.0K | 0.00% | −52,306−96.8% | Reduced |
| Corton Capital Inc. | 1,693 | $751.0K | 0.33% | +1,693 | New |
| Cutler Group LP | 1,669 | $740.0K | 0.07% | +77+4.8% | Added |
| Paloma Partners Management Co | 1,664 | $738.0K | 0.06% | +1,586+2,033.3% | Added |
| American National Insurance Co | 1,662 | $737.0K | 0.20% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,580 | $701.0K | 0.25% | +1,580 | New |
| Bank of Nova Scotia | 1,573 | $697.0K | 0.00% | −1,057−40.2% | Reduced |
| Keybank National Association | 1,494 | $663.0K | 0.00% | +1,494 | New |
| Ieq Capital, LLC | 1,485 | $659.0K | 0.02% | +34+2.3% | Added |
| Truvestments Capital LLC | 1,458 | $647.0K | 0.35% | −42−2.8% | Reduced |
| Perennial Investment Advisors, LLC | 1,445 | $641.0K | 0.20% | −10−0.7% | Reduced |
| Money Concepts Capital Corp | 1,432 | $635.0K | 0.04% | +1,432 | New |
| Alpha Square Group S, LLC | 1,400 | $621.0K | 0.08% | +1,000+250.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,391 | $617.0K | 0.01% | +172+14.1% | Added |
| Guggenheim Capital LLC | 1,384 | $614.0K | 0.00% | −547−28.3% | Reduced |
| HM Payson & Co | 1,374 | $609.0K | 0.01% | −105−7.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,368 | $607.0K | 0.05% | +426+45.2% | Added |
| Motley Fool Asset Management LLC | 1,363 | $605.0K | 0.04% | +1,333+4,443.3% | Added |
| American National Registered Investment Advisor, Inc. | 1,304 | $578.0K | 0.21% | −26−2.0% | Reduced |
| Wealthfront Advisers LLC | 1,289 | $572.0K | 0.00% | −3,522−73.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,282 | $569.0K | 0.00% | +206+19.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,266 | $562.0K | 0.00% | +1,246+6,230.0% | Added |
| Sepio Capital, LP | 1,259 | $558.0K | 0.05% | +93+8.0% | Added |
| Toroso Investments, LLC | 1,252 | $555.0K | 0.02% | −30−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,244 | $551.0K | 0.05% | +1,244 | New |
| Delphia (USA) Inc. | 1,232 | $547.0K | 0.41% | +1,232 | New |
| Captrust Financial Advisors | 1,215 | $539.0K | 0.00% | +804+195.6% | Added |
| American International Group, Inc. | 1,206 | $535.0K | 0.00% | +1+0.1% | Added |
| Exchange Traded Concepts, LLC | 1,168 | $518.0K | 0.01% | −1,168−50.0% | Reduced |
| Golden Green, Inc. | 1,146 | $508.0K | 0.42% | −1,073−48.4% | Reduced |
| L & S Advisors Inc | 1,135 | $503.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| 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 |
| Karani Asset Management LLC | 1,109 | $492.0K | 0.27% | +8+0.7% | Added |
| Level Four Advisory Services, LLC | 1,083 | $480.0K | 0.04% | +1,083 | New |
| Parallel Advisors, LLC | 1,099 | $473.0K | 0.02% | +238+27.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,063 | $472.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 1,056 | $468.0K | 0.03% | −1,461−58.0% | Reduced |
| Wetherby Asset Management Inc | 1,050 | $466.0K | 0.03% | +163+18.4% | Added |
| Janney Montgomery Scott LLC | 1,039 | $461.0K | 0.00% | +369+55.1% | Added |
| HRT Financial LP | 1,032 | $457.0K | 0.00% | −4,727−82.1% | Reduced |
| 9258 Wealth Management, LLC | 1,025 | $455.0K | 0.11% | 00.0% | Unchanged |
| Bokf, NA | 1,017 | $451.0K | 0.01% | −1,273−55.6% | 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 |
| IBM Retirement Fund | 999 | $443.0K | 0.06% | −33−3.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 975 | $432.5K | 0.00% | −175−15.2% | Reduced |
| Vestcor Inc | 968 | $429.0K | 0.01% | +224+30.1% | Added |
| Prelude Capital Management, LLC | 965 | $428.0K | 0.02% | +965 | New |
| D L Carlson Investment Group Inc | 940 | $417.0K | 0.07% | −15,242−94.2% | Reduced |
| Yousif Capital Management, LLC | 903 | $401.0K | 0.00% | +20+2.3% | Added |
| Zeke Capital Advisors, LLC | 903 | $401.0K | 0.02% | +903 | New |
| B. Riley Wealth Management, Inc. | 890 | $395.0K | 0.03% | +3+0.3% | Added |
| Verition Fund Management LLC | 888 | $394.0K | 0.01% | +888 | New |
| American Century Companies Inc | 829 | $368.0K | 0.00% | +14+1.7% | Added |
| Quantamental Technologies LLC | 818 | $363.0K | 0.21% | +818 | New |
| Baldwin Brothers Inc | 815 | $362.0K | 0.04% | +65+8.7% | Added |
| Awm Capital, LLC | 800 | $355.0K | 0.22% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 801 | $355.0K | 0.00% | +7+0.9% | Added |
| Spire Wealth Management | 788 | $350.0K | 0.01% | −6−0.8% | Reduced |
| Castleark Management LLC | 770 | $342.0K | 0.01% | −1,860−70.7% | Reduced |
| Phoenix Holdings Ltd. | 768 | $341.0K | 0.01% | +768 | New |
| Brighton Jones LLC | 759 | $337.0K | 0.02% | −4−0.5% | Reduced |
| Ellevest, Inc. | 757 | $336.0K | 0.03% | +474+167.5% | Added |