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 |
|---|---|---|---|---|---|
| JustInvest LLC | 2,952 | $766.0K | 0.04% | +282+10.6% | Added |
| Assetmark, Inc | 2,885 | $749.0K | 0.00% | +809+39.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,847 | $739.0K | 0.00% | −8,171−74.2% | Reduced |
| CIBC Asset Management Inc | 2,832 | $735.0K | 0.00% | −1,702−37.5% | Reduced |
| SG Americas Securities, LLC | 2,793 | $725.0K | 0.01% | −10,013−78.2% | Reduced |
| Brown Brothers Harriman & Co | 2,715 | $705.0K | 0.01% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 2,711 | $704.0K | 0.46% | +2,711 | New |
| ProShare Advisors LLC | 2,704 | $702.0K | 0.00% | −1,134−29.5% | Reduced |
| Duality Advisers, LP | 2,678 | $695.0K | 0.07% | +2,678 | New |
| Perigon Wealth Management, LLC | 2,669 | $693.0K | 0.06% | −153−5.4% | Reduced |
| Tocqueville Asset Management L.P. | 2,625 | $681.0K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,603 | $675.0K | 0.14% | +1,023+64.7% | Added |
| IMA Wealth, Inc. | 2,600 | $675.0K | 0.17% | +2,600 | New |
| Aj Wealth Strategies, LLC | 2,572 | $667.0K | 0.04% | −255−9.0% | Reduced |
| Prospera Financial Services Inc | 2,542 | $660.0K | 0.03% | +451+21.6% | Added |
| Wedbush Securities Inc | 2,539 | $659.0K | 0.04% | +286+12.7% | Added |
| Commerce Bank | 2,509 | $651.0K | 0.01% | +466+22.8% | Added |
| LBMC Investment Advisors, LLC | 2,500 | $649.0K | 0.07% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,415 | $627.0K | 0.51% | −10−0.4% | Reduced |
| Kore Private Wealth LLC | 2,395 | $622.0K | 0.10% | −8−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,310 | $599.0K | 0.03% | +43+1.9% | Added |
| Joel Isaacson & Co., LLC | 2,304 | $598.0K | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,298 | $596.0K | 0.08% | +80+3.6% | Added |
| Vident Investment Advisory, LLC | 2,267 | $594.0K | 0.02% | −209−8.4% | Reduced |
| Affinity Investment Advisors, LLC | 2,277 | $591.0K | 0.29% | +3+0.1% | Added |
| Eqis Capital Management, Inc. | 2,253 | $584.7K | 0.06% | +1,120+98.9% | Added |
| Venturi Wealth Management, LLC | 2,240 | $581.0K | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,217 | $575.0K | 0.00% | −1,372−38.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,193 | $569.0K | 0.00% | +2,193 | New |
| HighPoint Advisor Group LLC | 1,838 | $559.0K | 0.06% | +1,838 | New |
| CWM, LLC | 2,089 | $542.0K | 0.00% | +60+3.0% | Added |
| Wealthfront Advisers LLC | 2,082 | $540.0K | 0.00% | +793+61.5% | Added |
| Weiss Asset Management LP | 2,056 | $534.0K | 0.01% | +2,056 | New |
| Gsa Capital Partners LLP | 2,026 | $526.0K | 0.08% | +1,501+285.9% | Added |
| Synergy Financial Group, LTD | 2,025 | $525.0K | 0.82% | −209−9.4% | Reduced |
| Shell Asset Management Co | 2,020 | $524.0K | 0.02% | +133+7.0% | Added |
| Dynamic Technology Lab Private Ltd | 2,020 | $524.0K | 0.06% | +2,020 | New |
| Leverage Partners Absolute Return Fund SPC | 2,000 | $519.0K | 0.56% | +2,000 | New |
| Oppenheimer Asset Management Inc. | 1,994 | $518.0K | 0.01% | +222+12.5% | Added |
| Panagora Asset Management Inc | 1,977 | $513.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 1,916 | $497.0K | 0.00% | −142−6.9% | Reduced |
| Tyler-Stone Wealth Management | 1,792 | $465.0K | 0.31% | −3−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,777 | $460.0K | 0.00% | +21+1.2% | Added |
| Redpoint Investment Management Pty Ltd | 1,729 | $449.0K | 0.05% | +1,729 | New |
| Infini Capital Management Ltd | 1,700 | $441.0K | 0.59% | +1,700 | New |
| Jennison Associates LLC | 1,683 | $437.0K | 0.00% | −253,948−99.3% | 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 |
| Regal Investment Advisors LLC | 1,622 | $421.0K | 0.04% | −289−15.1% | Reduced |
| New York Life Investments Alternatives | 1,617 | $420.0K | 0.39% | −143−8.1% | Reduced |
| Motley Fool Asset Management LLC | 1,372 | $418.0K | 0.04% | +9+0.7% | Added |
| Aquatic Capital Management LLC | 1,600 | $415.0K | 0.14% | +1,600 | New |
| Ieq Capital, LLC | 1,592 | $413.0K | 0.01% | +107+7.2% | Added |
| Kornitzer Capital Management Inc | 1,565 | $406.0K | 0.01% | −610−28.0% | Reduced |
| AXA S.A. | 1,523 | $395.2K | 0.00% | +1,523 | New |
| 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 |
| Banque Cantonale Vaudoise | 1,437 | $374.0K | 0.02% | −1,992−58.1% | Reduced |
| Guggenheim Capital LLC | 1,423 | $369.0K | 0.00% | +39+2.8% | Added |
| Truvestments Capital LLC | 1,411 | $366.0K | 0.21% | −47−3.2% | Reduced |
| Two Sigma Advisers, LP | 1,400 | $363.0K | 0.00% | −8,300−85.6% | Reduced |
| 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 |
| HM Payson & Co | 1,374 | $357.0K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 1,365 | $354.0K | 0.01% | −2,670−66.2% | Reduced |
| Park Avenue Securities LLC | 1,346 | $349.0K | 0.01% | +824+157.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,337 | $347.0K | 0.01% | +274+25.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,325 | $344.0K | 0.00% | +59+4.7% | Added |
| Moody National Bank Trust Division | 1,319 | $343.0K | 0.04% | −1,662−55.8% | Reduced |
| American Trust | 1,283 | $333.0K | 0.03% | +1,283 | New |
| Swiss Life Asset Management Ltd | 1,262 | $328.4K | 0.01% | +1,262 | New |
| 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 |
| Exchange Traded Concepts, LLC | 1,238 | $321.0K | 0.01% | +70+6.0% | Added |
| Sepio Capital, LP | 1,212 | $315.0K | 0.03% | −47−3.7% | Reduced |
| D L Carlson Investment Group Inc | 1,188 | $308.0K | 0.06% | +248+26.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,185 | $307.5K | 0.00% | +210+21.5% | Added |
| Snowden Capital Advisors LLC | 1,184 | $307.0K | 0.01% | +1,184 | New |
| New York Life Investment Management LLC | 1,155 | $300.0K | 0.00% | +1,155 | New |
| L & S Advisors Inc | 1,135 | $295.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Western Wealth Management, LLC | 1,130 | $293.0K | 0.02% | +1,130 | New |
| Keybank National Association | 1,090 | $283.0K | 0.00% | −404−27.0% | Reduced |
| Mercer Global Advisors Inc | 1,086 | $282.0K | 0.00% | +1,086 | New |
| Parallel Advisors, LLC | 1,068 | $277.0K | 0.01% | −31−2.8% | Reduced |
| Kestra Advisory Services, LLC | 1,058 | $275.0K | 0.00% | +1,058 | 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 |
| Advisors Asset Management, Inc. | 1,037 | $269.0K | 0.00% | +1,037 | New |
| 9258 Wealth Management, LLC | 1,029 | $267.0K | 0.07% | +4+0.4% | Added |
| 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 |
| Anchor Investment Management, LLC | 1,000 | $259.5K | 0.04% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 996 | $258.0K | 0.00% | −4,804−82.8% | Reduced |
| American International Group, Inc. | 982 | $255.0K | 0.00% | −224−18.6% | Reduced |
| Signaturefd, LLC | 965 | $250.0K | 0.01% | +278+40.5% | Added |
| Phoenix Holdings Ltd. | 936 | $243.0K | 0.01% | +168+21.9% | Added |
| Laurel Wealth Advisors, Inc. | 931 | $242.0K | 0.02% | −437−31.9% | Reduced |
| Zeke Capital Advisors, LLC | 901 | $234.0K | 0.02% | −2−0.2% | Reduced |