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, 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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 756 | $335.0K | 0.02% | −5−0.7% | Reduced |
| Prio Wealth Limited Partnership | 750 | $333.0K | 0.01% | −250−25.0% | Reduced |
| Tower Research Capital LLC (TRC) | 748 | $332.0K | 0.00% | −1,249−62.5% | Reduced |
| Mutual of America Capital Management LLC | 746 | $331.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 743 | $330.0K | 0.01% | −24,793−97.1% | Reduced |
| Hall Capital Management Co Inc | 742 | $329.0K | 0.19% | −30−3.9% | Reduced |
| Harvest Fund Management Co., Ltd | 735 | $326.0K | 0.07% | −341−31.7% | Reduced |
| Parkwood LLC | 717 | $318.0K | 0.05% | +717 | New |
| Seeyond | 713 | $316.0K | 0.03% | −14−1.9% | Reduced |
| Fulcrum Asset Management LLP | – | $313.0K | 0.09% | – | – |
| Ilmarinen Mutual Pension Insurance Co | 700 | $311.0K | 0.00% | −450−39.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 700 | $310.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 690 | $306.0K | 0.01% | −70−9.2% | Reduced |
| Signaturefd, LLC | 687 | $305.0K | 0.01% | +162+30.9% | Added |
| Cornerstone Wealth Management, LLC | 684 | $303.0K | 0.03% | −1−0.1% | Reduced |
| Spearhead Capital Advisors, LLC | 684 | $303.0K | 0.04% | +684 | New |
| Financial Perspectives, Inc | 680 | $301.6K | 0.14% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 678 | $301.0K | 0.00% | +297+78.0% | Added |
| Cigna Investments Inc | 665 | $295.0K | 0.04% | +215+47.8% | Added |
| First Foundation Advisors | 660 | $293.0K | 0.01% | +201+43.8% | Added |
| Aevitas Wealth Management, Inc. | 651 | $289.0K | 0.18% | +101+18.4% | Added |
| David J Yvars Group | 650 | $288.0K | 0.20% | 00.0% | Unchanged |
| Cerity Partners LLC | 642 | $285.0K | 0.00% | −238−27.0% | Reduced |
| O'Neil Global Advisors, Inc. | 633 | $281.0K | 0.15% | +231+57.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 632 | $280.0K | 0.02% | −75−10.6% | Reduced |
| Fifth Third Bancorp | 627 | $278.0K | 0.00% | +19+3.1% | Added |
| Accuvest Global Advisors | 614 | $272.0K | 0.14% | 00.0% | Unchanged |
| MYDA Advisors LLC | 600 | $266.0K | 0.11% | +600 | New |
| Corient Capital Partners, LLC | 597 | $265.0K | 0.02% | −16−2.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 588 | $261.0K | 0.00% | −3,000−83.6% | Reduced |
| FDx Advisors, Inc. | 585 | $260.0K | 0.01% | +585 | New |
| Prime Capital Investment Advisors, LLC | 490 | $259.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Independent Financial Group, LLC | 575 | $255.1K | 0.02% | −105−15.4% | Reduced |
| Geneos Wealth Management Inc. | 574 | $254.0K | 0.01% | +125+27.8% | Added |
| Insight Folios Inc | 570 | $253.0K | 0.11% | −8−1.4% | Reduced |
| American Portfolios Advisors | 570 | $252.8K | 0.01% | −592−50.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 565 | $251.0K | 0.06% | +565 | New |
| Veriti Management LLC | 559 | $248.0K | 0.03% | +559 | New |
| Fortis Capital Management LLC | 557 | $247.0K | 0.13% | +557 | New |
| Sciencast Management LP | 595 | $242.0K | 0.06% | +595 | New |
| Penserra Capital Management LLC | 546 | $241.0K | 0.01% | +103+23.3% | Added |
| AIA Group Ltd | 542 | $240.0K | 0.01% | +178+48.9% | Added |
| Fulton Bank, N.A. | 539 | $239.0K | 0.01% | +142+35.8% | Added |
| Winton Group Ltd | 535 | $237.0K | 0.01% | −126−19.1% | Reduced |
| Independent Advisor Alliance | 531 | $236.0K | 0.01% | +93+21.2% | Added |
| Acadian Asset Management LLC | 530 | $235.0K | 0.00% | −1,330−71.5% | Reduced |
| Valley National Advisers Inc | 528 | $234.0K | 0.04% | +1+0.2% | Added |
| Gsa Capital Partners LLP | 525 | $233.0K | 0.03% | −235−30.9% | Reduced |
| Park Avenue Securities LLC | 522 | $232.0K | 0.00% | +522 | New |
| Northside Capital Management, LLC | 510 | $226.0K | 0.06% | 00.0% | Unchanged |
| Diversified Trust Co | 508 | $225.0K | 0.01% | −26−4.9% | Reduced |
| Roth Financial Partners LLC | 500 | $222.0K | 0.16% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 498 | $221.0K | 0.01% | +498 | New |
| Profund Advisors LLC | 490 | $217.0K | 0.01% | −157−24.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 477 | $212.0K | 0.01% | +222+87.1% | Added |
| Capstone Investment Advisors, LLC | 476 | $211.0K | 0.00% | +476 | New |
| Capital Impact Advisors, LLC | 476 | $211.0K | 0.15% | +476 | New |
| 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 |
| Coldstream Capital Management Inc | 457 | $203.0K | 0.01% | +6+1.3% | Added |
| Lincoln National Corp | 455 | $202.0K | 0.00% | −680−59.9% | Reduced |
| Tealwood Asset Management Inc | 453 | $201.0K | 0.09% | 00.0% | Unchanged |
| Shay Capital LLC | 450 | $200.0K | 0.07% | +450 | New |
| Allworth Financial LP | 425 | $189.0K | 0.00% | −26−5.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 410 | $182.0K | 0.00% | −9−2.1% | Reduced |
| Standard Family Office LLC | 408 | $181.0K | 0.05% | +394+2,814.3% | Added |
| Fieldpoint Private Securities, LLC | 393 | $174.0K | 0.04% | +165+72.4% | Added |
| Point72 Hong Kong Ltd | 372 | $165.0K | 0.02% | −5,709−93.9% | Reduced |
| Leonteq Securities AG | 366 | $162.4K | 0.01% | +97+36.1% | Added |
| IFP Advisors, Inc | 1,653 | $152.0K | 0.00% | +1,384+514.5% | Added |
| Meeder Asset Management Inc | 328 | $146.0K | 0.01% | +305+1,326.1% | Added |
| Laurel Wealth Advisors LLC | 328 | $145.0K | 0.03% | 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 |
| Ahrens Investment Partners LLC | 300 | $133.0K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 270 | $120.0K | 0.00% | −30−10.0% | Reduced |
| Nomura Holdings Inc | 259 | $118.0K | 0.00% | −45,964−99.4% | Reduced |
| TCI Wealth Advisors, Inc. | 261 | $116.0K | 0.02% | +6+2.4% | Added |
| Elequin Capital LP | 260 | $115.0K | 0.02% | +260 | New |
| Pittenger & Anderson Inc | 249 | $110.0K | 0.01% | +2+0.8% | Added |
| Baillie Gifford & Co | 216 | $96.0K | 0.00% | +15+7.5% | Added |
| Steward Partners Investment Advisory, LLC | 211 | $94.0K | 0.00% | +1+0.5% | Added |
| Nauset Wealth Management. LLC | 200 | $89.0K | 0.07% | +200 | New |
| Proequities, Inc. | 157 | $70.0K | 0.01% | −74−32.0% | Reduced |
| Stonebridge Capital Advisors LLC | 150 | $67.0K | 0.01% | +5+3.4% | Added |
| TD Waterhouse Canada Inc. | 133 | $60.4K | 0.00% | −462−77.6% | Reduced |
| Financial Avengers, Inc. | 135 | $60.0K | 0.04% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 134 | $59.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 130 | $58.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 680 | $56.0K | 0.04% | +280+70.0% | Added |
| 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 |
| TCWP LLC | 118 | $52.0K | 0.01% | +118 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $44.4K | 0.00% | +100 | New |
| Central Trust Co | 100 | $44.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 100 | $44.0K | 0.00% | 00.0% | Unchanged |