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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, 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
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 heldQ3 2022: $12.3B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Newbridge Financial Services Group, Inc.599$119.0K0.07%+50+9.1%Added
Capital Impact Advisors, LLC628$125.0K0.12%−188−23.0%Reduced
Fifth Third Bancorp630$125.0K0.00%+5+0.8%Added
American Portfolios Advisors654$129.9K0.01%+102+18.5%Added
Seeyond666$132.0K0.02%−34−4.9%Reduced
Financial Perspectives, Inc695$138.0K0.08%+15+2.2%Added
Advisors Asset Management, Inc.711$141.0K0.00%−326−31.4%Reduced
BIT Capital GmbH715$142.0K0.03%+715New
Mutual of America Capital Management LLC746$148.0K0.00%00.0%Unchanged
Nomura Holdings Inc774$154.0K0.00%+76+10.9%Added
IFP Advisors, Inc1,760$155.0K0.00%+395+28.9%Added
Baldwin Brothers Inc815$162.0K0.02%00.0%Unchanged
Leonteq Securities AG864$171.6K0.01%+832+2,600.0%Added
Signaturefd, LLC882$175.0K0.01%−83−8.6%Reduced
Parallel Advisors, LLC930$185.0K0.01%−138−12.9%Reduced
Sofos Investments, Inc.1,393$195.0K0.02%+1,393New
Anchor Investment Management, LLC1,000$198.6K0.03%00.0%Unchanged
Full Sail Capital, LLC1,015$202.0K0.02%+1,015New
American International Group, Inc.1,022$203.0K0.00%+40+4.1%Added
9258 Wealth Management, LLC1,029$204.0K0.05%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.1,009$208.0K0.00%+1,009New
TD Waterhouse Canada Inc.1,083$210.1K0.00%+910+526.0%Added
Laurel Wealth Advisors, Inc.1,069$213.0K0.02%+138+14.8%Added
Cerity Partners LLC1,106$220.0K0.00%+35+3.3%Added
Zeke Capital Advisors, LLC1,137$226.0K0.02%+236+26.2%Added
Wetherby Asset Management Inc1,149$228.0K0.02%+1,149New
qPULA Trading Management LP1,158$230.0K2.02%+1,158New
Mirador Capital Partners LP1,172$233.0K0.06%+1,172New
Federation des caisses Desjardins du Quebec1,185$235.3K0.00%00.0%Unchanged
Swiss Life Asset Management Ltd1,189$235.9K0.00%−73−5.8%Reduced
Sepio Capital, LP1,211$240.0K0.02%−1−0.1%Reduced
Karani Asset Management LLC1,227$244.0K0.25%+486+65.6%Added
National Asset Management, Inc.1,236$246.0K0.01%+1,236New
Allstate Corp1,264$251.0K0.01%−101−7.4%Reduced
American Century Companies Inc1,269$252.0K0.00%+434+52.0%Added
Park Avenue Securities LLC1,273$253.0K0.01%−73−5.4%Reduced
Tokio Marine Asset Management Co Ltd1,281$254.0K0.02%+1,281New
New York Life Investment Management LLC1,287$255.0K0.00%+132+11.4%Added
Acadian Asset Management LLC1,289$255.0K0.00%+820+174.8%Added
Cutler Group LP1,293$256.0K0.03%+1,293New
EMC Capital Management1,500$257.0K0.24%+900+150.0%Added
Royal Fund Management, LLC1,300$258.0K0.05%+1,300New
Banque Cantonale Vaudoise1,307$260.0K0.01%−130−9.0%Reduced
Moody National Bank Trust Division1,319$261.0K0.03%00.0%Unchanged
Exchange Traded Concepts, LLC1,320$262.0K0.01%+82+6.6%Added
Qtron Investments LLC1,332$264.0K0.07%+200+17.7%Added
Motley Fool Asset Management LLC1,342$266.0K0.03%−30−2.2%Reduced
Truvestments Capital LLC1,369$272.0K0.17%−42−3.0%Reduced
HM Payson & Co1,374$273.0K0.01%00.0%Unchanged
Regal Investment Advisors LLC1,391$276.0K0.03%−231−14.2%Reduced
The PNC Financial Services Group, Inc.1,394$277.0K0.00%+15+1.1%Added
Assenagon Asset Management S.A.1,423$283.0K0.00%+1,423New
Janney Montgomery Scott LLC1,447$287.0K0.00%−98−6.3%Reduced
AXA S.A.1,446$287.1K0.00%−77−5.1%Reduced
Toroso Investments, LLC1,481$295.0K0.01%+100+7.2%Added
Brown Advisory Inc1,511$300.0K0.00%+1,511New
Oppenheimer Asset Management Inc.1,536$305.0K0.01%−458−23.0%Reduced
Kornitzer Capital Management Inc1,550$308.0K0.01%−15−1.0%Reduced
New York Life Investments Alternatives1,554$309.0K0.31%−63−3.9%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,564$310.0K0.03%+320+25.7%Added
Van Eck Associates Corp1,570$312.0K0.00%+1,570New
Guggenheim Capital LLC1,578$313.0K0.00%+155+10.9%Added
Keybank National Association1,584$315.0K0.00%+494+45.3%Added
Lincoln National Corp1,629$324.0K0.01%+759+87.2%Added
Winton Group Ltd1,658$329.0K0.02%+1,658New
Raymond James Financial Services Advisors, Inc.1,668$331.0K0.00%−549−24.8%Reduced
CenterStar Asset Management, LLC–$332.0K0.58%–New
Calamos Advisors LLC1,693$336.0K0.00%−3,108−64.7%Reduced
Spouting Rock Asset Management, LLC1,706$339.0K0.26%−1,005−37.1%Reduced
Jennison Associates LLC1,720$342.0K0.00%+37+2.2%Added
Prospera Financial Services Inc1,736$345.0K0.02%−806−31.7%Reduced
Snowden Capital Advisors LLC1,763$350.0K0.02%+579+48.9%Added
Tyler-Stone Wealth Management1,792$356.0K0.27%00.0%Unchanged
WoodTrust Financial Corp1,825$362.0K0.08%+375+25.9%Added
Enlightenment Research, LLC1,900$377.0K0.83%+1,900New
Ieq Capital, LLC1,962$390.0K0.01%+370+23.2%Added
Shell Asset Management Co1,973$392.0K0.02%−47−2.3%Reduced
Private Advisor Group, LLC2,012$399.0K0.00%−979−32.7%Reduced
Weiss Asset Management LP2,056$408.0K0.01%00.0%Unchanged
Vident Investment Advisory, LLC2,227$412.0K0.01%−40−1.8%Reduced
Synergy Financial Group, LTD2,089$415.0K0.62%+64+3.2%Added
Creative Planning2,122$421.0K0.00%+206+10.8%Added
Values First Advisors, Inc.2,124$422.0K0.30%+1,221+135.2%Added
Eqis Capital Management, Inc.2,134$423.7K0.05%−119−5.3%Reduced
AlphaCrest Capital Management LLC2,135$424.0K0.03%−1,199−36.0%Reduced
Kovack Advisors, Inc.2,139$425.0K0.06%−159−6.9%Reduced
CWM, LLC2,144$426.0K0.00%+55+2.6%Added
Pearl River Capital, LLC2,160$429.0K0.08%+2,160New
Carnegie Capital Asset Management, LLC2,165$430.0K0.02%−145−6.3%Reduced
Jackson Square Capital, LLC2,222$441.0K0.22%−829−27.2%Reduced
Rockefeller Capital Management L.P.2,232$443.0K0.00%+455+25.6%Added
Venturi Wealth Management, LLC2,240$445.0K0.04%00.0%Unchanged
ProShare Advisors LLC2,260$449.0K0.00%−444−16.4%Reduced
Joel Isaacson & Co., LLC2,304$457.0K0.04%00.0%Unchanged
Affinity Investment Advisors, LLC2,301$457.0K0.24%+24+1.1%Added
Healthcare of Ontario Pension Plan Trust Fund2,379$472.0K0.00%+186+8.5%Added
Swedbank AB2,439$484.3K0.00%+2,439New
Dynamic Technology Lab Private Ltd2,480$492.0K0.05%+460+22.8%Added
LBMC Investment Advisors, LLC2,500$496.0K0.06%00.0%Unchanged
Commerce Bank2,536$504.0K0.00%+27+1.1%Added