MongoDB, Inc.

MDB

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001441816

SEC filings (opens in a new tab)

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, Q3 2022

Institutional positions in MongoDB, Inc. as of Sep 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: 509; −21 vs. Q2 2022
Shares held: 62.0M; +341.9K (+0.6%) vs. Q2 2022
Total value: $12.3B; −$3.71B (−23.1%) vs. Q2 2022
New holders: 69; 199 more added
Sold out: 90; 171 more reduced

9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 509 institutions

Value heldQ3 2022: $12.3B

Institutions holding MDB and their total value by quarter
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, Q3 2022

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q2 2022.

Institutions holding MDB in Q3 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Lee Financial Co	1	$0	0.00%	−5−83.3%	Reduced
Massmutual Trust Co FSB	2	$0	0.00%	−1−33.3%	Reduced
BerganKDV Wealth Management, LLC	2	$0	0.00%	−1−33.3%	Reduced
Institutional & Family Asset Management, LLC	2	$0	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	1	$0	0.00%	00.0%	Unchanged
Cullen/Frost Bankers, Inc.	2	$0	0.00%	+2	New
Community Bank, N.A.	2	$0	0.00%	+2	New
SJS Investment Consulting Inc.	1	$0	0.00%	+1	New
TD Private Client Wealth LLC	2	$397	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	3	$596	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	5	$993	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	5	$1.00K	0.00%	−18−78.3%	Reduced
Money Concepts Capital Corp	3	$1.00K	0.00%	−3−50.0%	Reduced
Sargent Bickham Lagudis LLC	4	$1.00K	0.00%	−4−50.0%	Reduced
Zions Bancorporation, N.A.	3	$1.00K	0.00%	−6−66.7%	Reduced
Loomis Sayles & Co L P	5	$1.00K	0.00%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Kistler-Tiffany Companies, LLC	3	$1.00K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	5	$1.00K	0.00%	00.0%	Unchanged
Global Retirement Partners, LLC	5	$1.00K	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	5	$1.00K	0.00%	+5	New
Capital Analysts, LLC	6	$1.00K	0.00%	+6	New
Parkside Financial Bank & Trust	12	$2.00K	0.00%	−69−85.2%	Reduced
Salem Investment Counselors Inc	11	$2.00K	0.00%	00.0%	Unchanged
Standard Family Office LLC	11	$2.00K	0.00%	00.0%	Unchanged
Tilia Fiduciary Partners, Inc.	10	$2.00K	0.00%	00.0%	Unchanged
Harbour Investments, Inc.	7	$2.00K	0.00%	00.0%	Unchanged
Dark Forest Capital Management LP	9	$2.00K	0.00%	00.0%	Unchanged
Beacon Capital Management, LLC	9	$2.00K	0.00%	+5+125.0%	Added
Capital Advisors, Ltd. LLC	10	$2.00K	0.00%	+10	New
Ancora Advisors, LLC	14	$3.00K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	12	$3.00K	0.00%	00.0%	Unchanged
Hantz Financial Services, Inc.	21	$4.00K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	19	$4.00K	0.00%	00.0%	Unchanged
Ronald Blue Trust, Inc.	14	$4.00K	0.00%	+12+600.0%	Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	30	$5.96K	0.00%	−50−62.5%	Reduced
1832 Asset Management L.P.	31	$6.00K	0.00%	−1,190,169−100.0%	Reduced
Earnest Partners LLC	28	$6.00K	0.00%	00.0%	Unchanged
Glassman Wealth Services	37	$7.00K	0.00%	+10+37.0%	Added
Lindbrook Capital, LLC	38	$8.00K	0.00%	−136−78.2%	Reduced
HHM Wealth Advisors, LLC	42	$8.00K	0.00%	00.0%	Unchanged
EverSource Wealth Advisors, LLC	39	$8.00K	0.00%	+39	New
Pacer Advisors, Inc.	46	$9.00K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	39	$9.00K	0.00%	+5+14.7%	Added
Rise Advisors, LLC	51	$10.0K	0.01%	00.0%	Unchanged
MUFG Americas Holdings Corp	50	$10.0K	0.00%	+50	New
Bank of New Hampshire	56	$11.0K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	57	$11.0K	0.00%	+6+11.8%	Added
Credit Agricole S A	60	$12.0K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	59	$12.0K	0.00%	+4+7.3%	Added
DuPont Capital Management Corp	60	$12.0K	0.00%	+60	New
Harvest Fund Management Co., Ltd	64	$13.0K	0.00%	−989−93.9%	Reduced
Wipfli Financial Advisors LLC,	69	$14.0K	0.00%	+69	New
Psagot Value Holdings Ltd. / (Israel)	82	$16.0K	0.00%	−4−4.7%	Reduced
First Financial Corp	80	$16.0K	0.01%	00.0%	Unchanged
Ci Investments Inc.	82	$16.0K	0.00%	+74+925.0%	Added
Adirondack Trust Co	88	$17.0K	0.01%	00.0%	Unchanged
Quent Capital, LLC	85	$17.0K	0.00%	+36+73.5%	Added
Riverview Trust Co	84	$17.0K	0.02%	+84	New
HBC Financial Services, PLLC	300	$18.0K	0.02%	−380−55.9%	Reduced
Covestor Ltd	91	$18.0K	0.02%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	90	$18.0K	0.01%	00.0%	Unchanged
Sandy Spring Bank	91	$18.0K	0.00%	+50+122.0%	Added
Bartlett & Co. Wealth Management LLC	100	$19.9K	0.00%	−27−21.3%	Reduced
Livforsakringsbolaget Skandia, Omsesidigt	100	$20.0K	0.00%	−300−75.0%	Reduced
AdvisorNet Financial, Inc	100	$20.0K	0.00%	−66−39.8%	Reduced
Bartlett & Co. LLC	100	$20.0K	0.00%	−27−21.3%	Reduced
Central Trust Co	100	$20.0K	0.00%	00.0%	Unchanged
John W. Brooker & Co., CPAs	100	$20.0K	0.01%	00.0%	Unchanged
Elequin Capital LP	104	$21.0K	0.01%	−152−59.4%	Reduced
Proequities, Inc.	110	$22.0K	0.00%	−67−37.9%	Reduced
Northwestern Mutual Wealth Management Co	110	$22.0K	0.00%	+75+214.3%	Added
Financial Avengers, Inc.	120	$24.0K	0.02%	−15−11.1%	Reduced
Abound Wealth Management	124	$24.6K	0.01%	+124	New
Montag A & Associates Inc	125	$25.0K	0.00%	00.0%	Unchanged
Umb Bank N A	132	$26.0K	0.00%	−30−18.5%	Reduced
Cambridge Trust Co	130	$26.0K	0.00%	00.0%	Unchanged
Lumature Wealth Partners, LLC	134	$27.0K	0.01%	00.0%	Unchanged
Stonebridge Capital Advisors LLC	150	$30.0K	0.00%	00.0%	Unchanged
First Horizon Advisors, Inc.	163	$32.0K	0.00%	−14−7.9%	Reduced
Sentry Investment Management LLC	168	$33.0K	0.02%	+168	New
Geneos Wealth Management Inc.	198	$39.0K	0.00%	−376−65.5%	Reduced
Alta Advisers Ltd	200	$40.0K	0.03%	+200	New
Steward Partners Investment Advisory, LLC	208	$41.0K	0.00%	+20+10.6%	Added
Meeder Asset Management Inc	217	$43.0K	0.00%	+152+233.8%	Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	215	$43.0K	0.00%	+215	New
Harel Insurance Investments & Financial Services Ltd.	258	$50.0K	0.00%	−14−5.1%	Reduced
Pittenger & Anderson Inc	253	$50.0K	0.00%	00.0%	Unchanged
Huntington National Bank	251	$50.0K	0.00%	+235+1,468.8%	Added
TCI Wealth Advisors, Inc.	289	$57.0K	0.01%	+44+18.0%	Added
Laurel Wealth Advisors LLC	303	$60.0K	0.02%	00.0%	Unchanged
Penserra Capital Management LLC	323	$64.0K	0.00%	+8+2.5%	Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP	410	$81.0K	0.00%	00.0%	Unchanged
Ossiam	409	$81.0K	0.00%	+409	New
Quadrant Capital Group LLC	423	$84.0K	0.01%	+4+1.0%	Added
Ellevest, Inc.	437	$87.0K	0.01%	−293−40.1%	Reduced
Allworth Financial LP	450	$89.0K	0.00%	−68−13.1%	Reduced
Emerald Mutual Fund Advisers Trust	496	$98.0K	0.01%	+7+1.4%	Added
Nisa Investment Advisors, LLC	560	$102.0K	0.00%	−2,610−82.3%	Reduced
Valley National Advisers Inc	536	$102.0K	0.02%	+6+1.1%	Added