Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2022

Institutional positions in MongoDB, Inc. as of Jun 30, 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
539
−23 vs. Q1 2022
Shares held
61.7M
+1.27M (+2.1%) vs. Q1 2022
Total value
$16.0B
−$10.7B (−40.1%) vs. Q1 2022
New holders
74
231 more added
Sold out
97
159 more reduced

9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 539 institutions
Q1 2021: 468 institutionsQ2 2021: 463 institutionsQ3 2021: 511 institutionsQ4 2021: 561 institutionsQ1 2022: 571 institutionsQ2 2022: 539 institutionsQ3 2022: 509 institutionsQ4 2022: 522 institutionsQ1 2023: 528 institutionsQ2 2023: 663 institutionsQ3 2023: 668 institutionsQ4 2023: 748 institutionsQ1 2024: 737 institutionsQ2 2024: 662 institutionsQ3 2024: 667 institutionsQ4 2024: 713 institutionsQ1 2025: 663 institutionsQ2 2025: 693 institutionsQ3 2025: 778 institutionsQ4 2025: 915 institutionsQ1 2026: 817 institutionsQ2 2026: 875 institutions
Value heldQ2 2022: $16.0B
Q1 2021: $14.2BQ2 2021: $21.1BQ3 2021: $27.9BQ4 2021: $31.7BQ1 2022: $26.8BQ2 2022: $16.0BQ3 2022: $12.3BQ4 2022: $12.2BQ1 2023: $14.8BQ2 2023: $26.1BQ3 2023: $22.3BQ4 2023: $26.4BQ1 2024: $23.5BQ2 2024: $17.0BQ3 2024: $18.2BQ4 2024: $15.3BQ1 2025: $12.1BQ2 2025: $14.5BQ3 2025: $22.7BQ4 2025: $30.5BQ1 2026: $17.5BQ2 2026: $25.0B
Institutions holding MDB and their total value by quarter
QuarterHoldersValue
Q2 2026875$25.0B
Q1 2026817$17.5B
Q4 2025915$30.5B
Q3 2025778$22.7B
Q2 2025693$14.5B
Q1 2025663$12.1B
Q4 2024713$15.3B
Q3 2024667$18.2B
Q2 2024662$17.0B
Q1 2024737$23.5B
Q4 2023748$26.4B
Q3 2023668$22.3B
Q2 2023663$26.1B
Q1 2023528$14.8B
Q4 2022522$12.2B
Q3 2022509$12.3B
Q2 2022539$16.0B
Q1 2022571$26.8B
Q4 2021561$31.7B
Q3 2021511$27.9B
Q2 2021463$21.1B
Q1 2021468$14.2B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q1 2022.

Institutions holding MDB in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Private Ocean, LLC3$00.00%00.0%Unchanged
Disciplined Investments, LLC1$00.00%−1−50.0%Reduced
Marquette Asset Management, LLC1$00.00%00.0%Unchanged
Jones Financial Companies LLLP1$00.00%+1New
Toth Financial Advisory Corp1$00.00%+1New
Ronald Blue Trust, Inc.2$00.00%+2New
Steward Financial Group LLC3$00.00%+3New
TD Private Client Wealth LLC2$5190.00%+2New
Sutton Wealth Advisors Inc.3$7790.00%00.0%Unchanged
Massmutual Trust Co FSB3$1.00K0.00%−88−96.7%Reduced
Blue Bell Private Wealth Management, LLC4$1.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC2$1.00K0.00%−2−50.0%Reduced
Versant Capital Management, Inc5$1.00K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC3$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC2$1.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC2$1.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC5$1.00K0.00%00.0%Unchanged
Schubert & Co4$1.00K0.00%+1+33.3%Added
Retirement Group, LLC2$1.00K0.00%+1+100.0%Added
Loomis Sayles & Co L P5$1.00K0.00%+5New
Johnson Financial Group, Inc.4$1.00K0.00%+4New
BerganKDV Wealth Management, LLC3$1.00K0.00%+3New
Tfo-TDC, LLC4$1.00K0.00%+4New
Better Money Decisions, LLC2$1.00K0.00%+2New
Raffa Wealth Management, LLC5$1.30K0.00%00.0%Unchanged
Money Concepts Capital Corp6$2.00K0.00%−1,426−99.6%Reduced
Zions Bancorporation, N.A.9$2.00K0.00%−11−55.0%Reduced
Sargent Bickham Lagudis LLC8$2.00K0.00%−3−27.3%Reduced
Ci Investments Inc.8$2.00K0.00%00.0%Unchanged
Dark Forest Capital Management LP9$2.00K0.00%−1−10.0%Reduced
Lee Financial Co6$2.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC4$2.00K0.00%00.0%Unchanged
Harbour Investments, Inc.7$2.00K0.00%+7New
Bessemer Group Inc7$2.00K0.00%+7New
Standard Family Office LLC11$3.00K0.03%−397−97.3%Reduced
Tilia Fiduciary Partners, Inc.10$3.00K0.00%−11−52.4%Reduced
Salem Investment Counselors Inc11$3.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC12$3.00K0.00%00.0%Unchanged
Huntington National Bank16$4.00K0.00%−9−36.0%Reduced
Private Capital Group, LLC17$4.00K0.00%00.0%Unchanged
Ancora Advisors, LLC14$4.00K0.00%+14New
Hantz Financial Services, Inc.21$5.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC19$5.00K0.00%00.0%Unchanged
Urban Wealth Management, LLC22$6.00K0.02%+22New
Bell Investment Advisors, Inc23$6.00K0.00%+23New
Glassman Wealth Services27$7.00K0.00%−7−20.6%Reduced
Earnest Partners LLC28$7.00K0.00%00.0%Unchanged
Leonteq Securities AG32$8.30K0.00%−334−91.3%Reduced
Sugarloaf Wealth Management, LLC34$9.00K0.00%+30+750.0%Added
Northwestern Mutual Wealth Management Co35$9.00K0.00%+34+3,400.0%Added
CoreCap Advisors, LLC39$10.0K0.00%+39New
HHM Wealth Advisors, LLC42$11.0K0.00%00.0%Unchanged
Sandy Spring Bank41$11.0K0.00%+6+17.1%Added
Pacer Advisors, Inc.46$12.0K0.00%+46New
Quent Capital, LLC49$13.0K0.00%00.0%Unchanged
Rise Advisors, LLC51$13.0K0.01%+10+24.4%Added
Crewe Advisors LLC51$13.0K0.00%+51New
JFS Wealth Advisors, LLC55$14.0K0.00%−14−20.3%Reduced
CVA Family Office, LLC55$14.0K0.00%+20+57.1%Added
Bank of New Hampshire56$15.0K0.00%00.0%Unchanged
Credit Agricole S A60$16.0K0.00%00.0%Unchanged
Meeder Asset Management Inc65$17.0K0.00%−263−80.2%Reduced
Brewin Dolphin Wealth Management Ltd70$18.0K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna80$20.8K0.01%00.0%Unchanged
Parkside Financial Bank & Trust81$21.0K0.01%+34+72.3%Added
First Financial Corp80$21.0K0.01%+52+185.7%Added
Psagot Value Holdings Ltd. / (Israel)86$22.0K0.01%+82+2,050.0%Added
Carmichael Hill & Associates, Inc.90$23.0K0.01%00.0%Unchanged
Adirondack Trust Co88$23.0K0.01%00.0%Unchanged
Covestor Ltd91$24.0K0.02%−3−3.2%Reduced
Central Trust Co100$26.0K0.00%00.0%Unchanged
Brewin Dolphin Ltd100$26.0K0.00%00.0%Unchanged
John W. Brooker & Co., CPAs100$26.0K0.02%+100New
Prentice Wealth Management LLC100$26.0K0.03%+100New
State of Wyoming107$28.0K0.02%+28+35.4%Added
Venture Visionary Partners LLC109$28.3K0.00%+109New
Montag A & Associates Inc125$32.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC127$33.0K0.00%+27+27.0%Added
Bartlett & Co. LLC127$33.0K0.00%+27+27.0%Added
Cambridge Trust Co130$34.0K0.00%00.0%Unchanged
Financial Avengers, Inc.135$35.0K0.03%00.0%Unchanged
Lumature Wealth Partners, LLC134$35.0K0.02%00.0%Unchanged
Stonebridge Capital Advisors LLC150$39.0K0.00%00.0%Unchanged
FNY Investment Advisers, LLC160$41.0K0.03%+160New
Umb Bank N A162$42.0K0.00%+131+422.6%Added
AdvisorNet Financial, Inc166$43.0K0.00%+160+2,666.7%Added
First Horizon Advisors, Inc.177$44.0K0.00%+148+510.3%Added
Lindbrook Capital, LLC174$45.0K0.01%+51+41.5%Added
Proequities, Inc.177$46.0K0.00%+20+12.7%Added
TD Waterhouse Canada Inc.173$46.5K0.00%+40+30.1%Added
Steward Partners Investment Advisory, LLC188$49.0K0.00%−23−10.9%Reduced
HBC Financial Services, PLLC680$52.0K0.04%00.0%Unchanged
TCI Wealth Advisors, Inc.245$64.0K0.01%−16−6.1%Reduced
Elequin Capital LP256$66.0K0.02%−4−1.5%Reduced
Pittenger & Anderson Inc253$66.0K0.00%+4+1.6%Added
Harel Insurance Investments & Financial Services Ltd.272$71.0K0.00%−418−60.6%Reduced
Shay Capital LLC300$78.0K0.04%−150−33.3%Reduced
Ahrens Investment Partners LLC300$78.0K0.03%00.0%Unchanged
Laurel Wealth Advisors LLC303$79.0K0.02%−25−7.6%Reduced
Tradition Wealth Management, LLC303$79.0K0.01%00.0%Unchanged