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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 315 | $81.0K | 0.00% | −231−42.3% | Reduced |
| Spire Wealth Management | 390 | $101.0K | 0.00% | −398−50.5% | Reduced |
| Fieldpoint Private Securities, LLC | 393 | $102.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $104.0K | 0.01% | −300−42.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 410 | $106.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 419 | $109.0K | 0.01% | +115+37.8% | Added |
| Total Clarity Wealth Management, Inc. | 435 | $113.0K | 0.06% | −30−6.5% | Reduced |
| IFP Advisors, Inc | 1,365 | $118.0K | 0.00% | −288−17.4% | Reduced |
| Acadian Asset Management LLC | 469 | $122.0K | 0.00% | −61−11.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 489 | $127.0K | 0.01% | +12+2.5% | Added |
| Allworth Financial LP | 518 | $134.0K | 0.00% | +93+21.9% | Added |
| Newbridge Financial Services Group, Inc. | 549 | $142.0K | 0.09% | +84+18.1% | Added |
| American Portfolios Advisors | 552 | $143.2K | 0.01% | −18−3.2% | Reduced |
| Geneos Wealth Management Inc. | 574 | $154.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 604 | $157.0K | 0.00% | −9,000−93.7% | Reduced |
| Fifth Third Bancorp | 625 | $162.0K | 0.00% | −2−0.3% | Reduced |
| Valley National Advisers Inc | 530 | $167.0K | 0.04% | +2+0.4% | Added |
| Financial Perspectives, Inc | 680 | $176.5K | 0.10% | 00.0% | Unchanged |
| Seeyond | 700 | $181.0K | 0.02% | −13−1.8% | Reduced |
| EMC Capital Management | 600 | $186.0K | 0.16% | +600 | New |
| Nomura Holdings Inc | 698 | $188.0K | 0.00% | +439+169.5% | Added |
| Ellevest, Inc. | 730 | $189.0K | 0.02% | −27−3.6% | Reduced |
| Karani Asset Management LLC | 741 | $192.0K | 0.18% | −368−33.2% | Reduced |
| Mutual of America Capital Management LLC | 746 | $194.0K | 0.00% | 00.0% | Unchanged |
| Castleark Management LLC | 770 | $200.0K | 0.01% | 00.0% | Unchanged |
| Tower Bridge Advisors | 800 | $207.6K | 0.02% | −200−20.0% | Reduced |
| Awm Capital, LLC | 800 | $208.0K | 0.10% | 00.0% | Unchanged |
| XR Securities LLC | 802 | $208.0K | 0.10% | +802 | New |
| Quantinno Capital Management LP | 817 | $212.0K | 0.03% | −303−27.1% | Reduced |
| Baldwin Brothers Inc | 815 | $212.0K | 0.03% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 816 | $212.0K | 0.20% | +340+71.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 834 | $216.0K | 0.01% | +202+32.0% | Added |
| American Century Companies Inc | 835 | $217.0K | 0.00% | +6+0.7% | Added |
| Cetera Advisor Networks LLC | 860 | $223.0K | 0.00% | +59+7.4% | Added |
| B. Riley Wealth Management, Inc. | 870 | $226.0K | 0.02% | −20−2.2% | Reduced |
| Lincoln National Corp | 870 | $226.0K | 0.01% | +415+91.2% | Added |
| Atalanta Sosnoff Capital, LLC | 890 | $231.0K | 0.01% | +890 | New |
| Zeke Capital Advisors, LLC | 901 | $234.0K | 0.02% | −2−0.2% | Reduced |
| Values First Advisors, Inc. | 903 | $234.0K | 0.17% | +903 | New |
| Laurel Wealth Advisors, Inc. | 931 | $242.0K | 0.02% | −437−31.9% | Reduced |
| Phoenix Holdings Ltd. | 936 | $243.0K | 0.01% | +168+21.9% | Added |
| Signaturefd, LLC | 965 | $250.0K | 0.01% | +278+40.5% | Added |
| American International Group, Inc. | 982 | $255.0K | 0.00% | −224−18.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 996 | $258.0K | 0.00% | −4,804−82.8% | Reduced |
| Anchor Investment Management, LLC | 1,000 | $259.5K | 0.04% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 1,000 | $260.0K | 0.01% | +1,000 | New |
| Hunt Lane Capital LP | 1,000 | $260.0K | 0.36% | +1,000 | New |
| 9258 Wealth Management, LLC | 1,029 | $267.0K | 0.07% | +4+0.4% | Added |
| Advisors Asset Management, Inc. | 1,037 | $269.0K | 0.00% | +1,037 | New |
| Harvest Fund Management Co., Ltd | 1,053 | $273.0K | 0.08% | +318+43.3% | Added |
| Cerity Partners LLC | 1,071 | $273.0K | 0.00% | +429+66.8% | Added |
| Kestra Advisory Services, LLC | 1,058 | $275.0K | 0.00% | +1,058 | New |
| Parallel Advisors, LLC | 1,068 | $277.0K | 0.01% | −31−2.8% | Reduced |
| Mercer Global Advisors Inc | 1,086 | $282.0K | 0.00% | +1,086 | New |
| Keybank National Association | 1,090 | $283.0K | 0.00% | −404−27.0% | Reduced |
| Western Wealth Management, LLC | 1,130 | $293.0K | 0.02% | +1,130 | New |
| Captrust Financial Advisors | 1,133 | $294.0K | 0.00% | −82−6.7% | Reduced |
| Qtron Investments LLC | 1,132 | $294.0K | 0.06% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,135 | $295.0K | 0.05% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 1,155 | $300.0K | 0.00% | +1,155 | New |
| Snowden Capital Advisors LLC | 1,184 | $307.0K | 0.01% | +1,184 | New |
| Federation des caisses Desjardins du Quebec | 1,185 | $307.5K | 0.00% | +210+21.5% | Added |
| D L Carlson Investment Group Inc | 1,188 | $308.0K | 0.06% | +248+26.4% | Added |
| Sepio Capital, LP | 1,212 | $315.0K | 0.03% | −47−3.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,238 | $321.0K | 0.01% | +70+6.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,242 | $322.0K | 0.01% | −149−10.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,244 | $322.0K | 0.03% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,262 | $328.4K | 0.01% | +1,262 | New |
| American Trust | 1,283 | $333.0K | 0.03% | +1,283 | New |
| Moody National Bank Trust Division | 1,319 | $343.0K | 0.04% | −1,662−55.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,325 | $344.0K | 0.00% | +59+4.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,337 | $347.0K | 0.01% | +274+25.8% | Added |
| Park Avenue Securities LLC | 1,346 | $349.0K | 0.01% | +824+157.9% | Added |
| Allstate Corp | 1,365 | $354.0K | 0.01% | −2,670−66.2% | Reduced |
| HM Payson & Co | 1,374 | $357.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,379 | $358.0K | 0.00% | +97+7.6% | Added |
| Toroso Investments, LLC | 1,381 | $358.0K | 0.01% | +129+10.3% | Added |
| Two Sigma Advisers, LP | 1,400 | $363.0K | 0.00% | −8,300−85.6% | Reduced |
| Truvestments Capital LLC | 1,411 | $366.0K | 0.21% | −47−3.2% | Reduced |
| Guggenheim Capital LLC | 1,423 | $369.0K | 0.00% | +39+2.8% | Added |
| Banque Cantonale Vaudoise | 1,437 | $374.0K | 0.02% | −1,992−58.1% | Reduced |
| Perennial Investment Advisors, LLC | 1,445 | $376.0K | 0.15% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,450 | $376.0K | 0.08% | +1,450 | New |
| AXA S.A. | 1,523 | $395.2K | 0.00% | +1,523 | New |
| Kornitzer Capital Management Inc | 1,565 | $406.0K | 0.01% | −610−28.0% | Reduced |
| Ieq Capital, LLC | 1,592 | $413.0K | 0.01% | +107+7.2% | Added |
| Aquatic Capital Management LLC | 1,600 | $415.0K | 0.14% | +1,600 | New |
| Motley Fool Asset Management LLC | 1,372 | $418.0K | 0.04% | +9+0.7% | Added |
| New York Life Investments Alternatives | 1,617 | $420.0K | 0.39% | −143−8.1% | Reduced |
| Regal Investment Advisors LLC | 1,622 | $421.0K | 0.04% | −289−15.1% | Reduced |
| Janney Montgomery Scott LLC | 1,545 | $430.0K | 0.00% | +506+48.7% | Added |
| Ground Swell Capital, LLC | 1,658 | $430.0K | 0.79% | +1,658 | New |
| Jennison Associates LLC | 1,683 | $437.0K | 0.00% | −253,948−99.3% | Reduced |
| Infini Capital Management Ltd | 1,700 | $441.0K | 0.59% | +1,700 | New |
| Redpoint Investment Management Pty Ltd | 1,729 | $449.0K | 0.05% | +1,729 | New |
| Rockefeller Capital Management L.P. | 1,777 | $460.0K | 0.00% | +21+1.2% | Added |
| Tyler-Stone Wealth Management | 1,792 | $465.0K | 0.31% | −3−0.2% | Reduced |
| Creative Planning | 1,916 | $497.0K | 0.00% | −142−6.9% | Reduced |
| Panagora Asset Management Inc | 1,977 | $513.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,994 | $518.0K | 0.01% | +222+12.5% | Added |