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 |
|---|---|---|---|---|---|
| Values First Advisors, Inc. | 903 | $234.0K | 0.17% | +903 | New |
| Atalanta Sosnoff Capital, LLC | 890 | $231.0K | 0.01% | +890 | New |
| 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 |
| Cetera Advisor Networks LLC | 860 | $223.0K | 0.00% | +59+7.4% | Added |
| American Century Companies Inc | 835 | $217.0K | 0.00% | +6+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 834 | $216.0K | 0.01% | +202+32.0% | Added |
| 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 |
| Awm Capital, LLC | 800 | $208.0K | 0.10% | 00.0% | Unchanged |
| XR Securities LLC | 802 | $208.0K | 0.10% | +802 | New |
| Tower Bridge Advisors | 800 | $207.6K | 0.02% | −200−20.0% | Reduced |
| Castleark Management LLC | 770 | $200.0K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 746 | $194.0K | 0.00% | 00.0% | Unchanged |
| Karani Asset Management LLC | 741 | $192.0K | 0.18% | −368−33.2% | Reduced |
| Ellevest, Inc. | 730 | $189.0K | 0.02% | −27−3.6% | Reduced |
| Nomura Holdings Inc | 698 | $188.0K | 0.00% | +439+169.5% | Added |
| EMC Capital Management | 600 | $186.0K | 0.16% | +600 | New |
| Seeyond | 700 | $181.0K | 0.02% | −13−1.8% | Reduced |
| Financial Perspectives, Inc | 680 | $176.5K | 0.10% | 00.0% | Unchanged |
| Valley National Advisers Inc | 530 | $167.0K | 0.04% | +2+0.4% | Added |
| Fifth Third Bancorp | 625 | $162.0K | 0.00% | −2−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 604 | $157.0K | 0.00% | −9,000−93.7% | Reduced |
| Geneos Wealth Management Inc. | 574 | $154.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 552 | $143.2K | 0.01% | −18−3.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 549 | $142.0K | 0.09% | +84+18.1% | Added |
| Allworth Financial LP | 518 | $134.0K | 0.00% | +93+21.9% | Added |
| Emerald Mutual Fund Advisers Trust | 489 | $127.0K | 0.01% | +12+2.5% | Added |
| Acadian Asset Management LLC | 469 | $122.0K | 0.00% | −61−11.5% | Reduced |
| IFP Advisors, Inc | 1,365 | $118.0K | 0.00% | −288−17.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 435 | $113.0K | 0.06% | −30−6.5% | Reduced |
| Quadrant Capital Group LLC | 419 | $109.0K | 0.01% | +115+37.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 410 | $106.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $104.0K | 0.01% | −300−42.9% | Reduced |
| Fieldpoint Private Securities, LLC | 393 | $102.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 390 | $101.0K | 0.00% | −398−50.5% | Reduced |
| Penserra Capital Management LLC | 315 | $81.0K | 0.00% | −231−42.3% | Reduced |
| Laurel Wealth Advisors LLC | 303 | $79.0K | 0.02% | −25−7.6% | Reduced |
| Tradition Wealth Management, LLC | 303 | $79.0K | 0.01% | 00.0% | Unchanged |
| Shay Capital LLC | 300 | $78.0K | 0.04% | −150−33.3% | Reduced |
| Ahrens Investment Partners LLC | 300 | $78.0K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 272 | $71.0K | 0.00% | −418−60.6% | Reduced |
| Elequin Capital LP | 256 | $66.0K | 0.02% | −4−1.5% | Reduced |
| Pittenger & Anderson Inc | 253 | $66.0K | 0.00% | +4+1.6% | Added |
| TCI Wealth Advisors, Inc. | 245 | $64.0K | 0.01% | −16−6.1% | Reduced |
| HBC Financial Services, PLLC | 680 | $52.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 188 | $49.0K | 0.00% | −23−10.9% | Reduced |
| TD Waterhouse Canada Inc. | 173 | $46.5K | 0.00% | +40+30.1% | Added |
| Proequities, Inc. | 177 | $46.0K | 0.00% | +20+12.7% | Added |
| Lindbrook Capital, LLC | 174 | $45.0K | 0.01% | +51+41.5% | Added |
| First Horizon Advisors, Inc. | 177 | $44.0K | 0.00% | +148+510.3% | Added |
| AdvisorNet Financial, Inc | 166 | $43.0K | 0.00% | +160+2,666.7% | Added |
| Umb Bank N A | 162 | $42.0K | 0.00% | +131+422.6% | Added |
| FNY Investment Advisers, LLC | 160 | $41.0K | 0.03% | +160 | New |
| Stonebridge Capital Advisors LLC | 150 | $39.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 135 | $35.0K | 0.03% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 134 | $35.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 130 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 127 | $33.0K | 0.00% | +27+27.0% | Added |
| Bartlett & Co. Wealth Management LLC | 127 | $33.0K | 0.00% | +27+27.0% | Added |
| Montag A & Associates Inc | 125 | $32.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 109 | $28.3K | 0.00% | +109 | New |
| State of Wyoming | 107 | $28.0K | 0.02% | +28+35.4% | Added |
| Central Trust Co | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 100 | $26.0K | 0.02% | +100 | New |
| Prentice Wealth Management LLC | 100 | $26.0K | 0.03% | +100 | New |
| Covestor Ltd | 91 | $24.0K | 0.02% | −3−3.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 90 | $23.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 88 | $23.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 86 | $22.0K | 0.01% | +82+2,050.0% | Added |
| Parkside Financial Bank & Trust | 81 | $21.0K | 0.01% | +34+72.3% | Added |
| First Financial Corp | 80 | $21.0K | 0.01% | +52+185.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 80 | $20.8K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 70 | $18.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 65 | $17.0K | 0.00% | −263−80.2% | Reduced |
| Credit Agricole S A | 60 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 56 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $14.0K | 0.00% | −14−20.3% | Reduced |
| CVA Family Office, LLC | 55 | $14.0K | 0.00% | +20+57.1% | Added |
| Quent Capital, LLC | 49 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 51 | $13.0K | 0.01% | +10+24.4% | Added |
| Crewe Advisors LLC | 51 | $13.0K | 0.00% | +51 | New |
| Pacer Advisors, Inc. | 46 | $12.0K | 0.00% | +46 | New |
| HHM Wealth Advisors, LLC | 42 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 41 | $11.0K | 0.00% | +6+17.1% | Added |
| CoreCap Advisors, LLC | 39 | $10.0K | 0.00% | +39 | New |
| Sugarloaf Wealth Management, LLC | 34 | $9.00K | 0.00% | +30+750.0% | Added |
| Northwestern Mutual Wealth Management Co | 35 | $9.00K | 0.00% | +34+3,400.0% | Added |
| Leonteq Securities AG | 32 | $8.30K | 0.00% | −334−91.3% | Reduced |
| Glassman Wealth Services | 27 | $7.00K | 0.00% | −7−20.6% | Reduced |
| Earnest Partners LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 22 | $6.00K | 0.02% | +22 | New |
| Bell Investment Advisors, Inc | 23 | $6.00K | 0.00% | +23 | New |
| Hantz Financial Services, Inc. | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 16 | $4.00K | 0.00% | −9−36.0% | Reduced |
| Private Capital Group, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 14 | $4.00K | 0.00% | +14 | New |