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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aft, Forsyth & Company, Inc. | 2,830 | $562.0K | 0.50% | +415+17.2% | Added |
| Bridgewater Associates, LP | 2,823 | $561.0K | 0.00% | −1,768−38.5% | Reduced |
| Avestar Capital, LLC | 2,781 | $552.0K | 0.15% | −307−9.9% | Reduced |
| Brown Brothers Harriman & Co | 2,715 | $539.0K | 0.01% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 2,625 | $521.0K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,617 | $520.0K | 0.04% | −52−1.9% | Reduced |
| IMA Wealth, Inc. | 2,600 | $516.0K | 0.14% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 2,572 | $511.0K | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 2,536 | $504.0K | 0.00% | +27+1.1% | Added |
| LBMC Investment Advisors, LLC | 2,500 | $496.0K | 0.06% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,480 | $492.0K | 0.05% | +460+22.8% | Added |
| Swedbank AB | 2,439 | $484.3K | 0.00% | +2,439 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 2,379 | $472.0K | 0.00% | +186+8.5% | Added |
| Joel Isaacson & Co., LLC | 2,304 | $457.0K | 0.04% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,301 | $457.0K | 0.24% | +24+1.1% | Added |
| ProShare Advisors LLC | 2,260 | $449.0K | 0.00% | −444−16.4% | Reduced |
| Venturi Wealth Management, LLC | 2,240 | $445.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,232 | $443.0K | 0.00% | +455+25.6% | Added |
| Jackson Square Capital, LLC | 2,222 | $441.0K | 0.22% | −829−27.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,165 | $430.0K | 0.02% | −145−6.3% | Reduced |
| Pearl River Capital, LLC | 2,160 | $429.0K | 0.08% | +2,160 | New |
| CWM, LLC | 2,144 | $426.0K | 0.00% | +55+2.6% | Added |
| Kovack Advisors, Inc. | 2,139 | $425.0K | 0.06% | −159−6.9% | Reduced |
| AlphaCrest Capital Management LLC | 2,135 | $424.0K | 0.03% | −1,199−36.0% | Reduced |
| Eqis Capital Management, Inc. | 2,134 | $423.7K | 0.05% | −119−5.3% | Reduced |
| Values First Advisors, Inc. | 2,124 | $422.0K | 0.30% | +1,221+135.2% | Added |
| Creative Planning | 2,122 | $421.0K | 0.00% | +206+10.8% | Added |
| Synergy Financial Group, LTD | 2,089 | $415.0K | 0.62% | +64+3.2% | Added |
| Vident Investment Advisory, LLC | 2,227 | $412.0K | 0.01% | −40−1.8% | Reduced |
| Weiss Asset Management LP | 2,056 | $408.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,012 | $399.0K | 0.00% | −979−32.7% | Reduced |
| Shell Asset Management Co | 1,973 | $392.0K | 0.02% | −47−2.3% | Reduced |
| Ieq Capital, LLC | 1,962 | $390.0K | 0.01% | +370+23.2% | Added |
| Enlightenment Research, LLC | 1,900 | $377.0K | 0.83% | +1,900 | New |
| WoodTrust Financial Corp | 1,825 | $362.0K | 0.08% | +375+25.9% | Added |
| Tyler-Stone Wealth Management | 1,792 | $356.0K | 0.27% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,763 | $350.0K | 0.02% | +579+48.9% | Added |
| Prospera Financial Services Inc | 1,736 | $345.0K | 0.02% | −806−31.7% | Reduced |
| Jennison Associates LLC | 1,720 | $342.0K | 0.00% | +37+2.2% | Added |
| Spouting Rock Asset Management, LLC | 1,706 | $339.0K | 0.26% | −1,005−37.1% | Reduced |
| Calamos Advisors LLC | 1,693 | $336.0K | 0.00% | −3,108−64.7% | Reduced |
| CenterStar Asset Management, LLC | – | $332.0K | 0.58% | – | New |
| Raymond James Financial Services Advisors, Inc. | 1,668 | $331.0K | 0.00% | −549−24.8% | Reduced |
| Winton Group Ltd | 1,658 | $329.0K | 0.02% | +1,658 | New |
| Lincoln National Corp | 1,629 | $324.0K | 0.01% | +759+87.2% | Added |
| Keybank National Association | 1,584 | $315.0K | 0.00% | +494+45.3% | Added |
| Guggenheim Capital LLC | 1,578 | $313.0K | 0.00% | +155+10.9% | Added |
| Van Eck Associates Corp | 1,570 | $312.0K | 0.00% | +1,570 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,564 | $310.0K | 0.03% | +320+25.7% | Added |
| New York Life Investments Alternatives | 1,554 | $309.0K | 0.31% | −63−3.9% | Reduced |
| Kornitzer Capital Management Inc | 1,550 | $308.0K | 0.01% | −15−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 1,536 | $305.0K | 0.01% | −458−23.0% | Reduced |
| Brown Advisory Inc | 1,511 | $300.0K | 0.00% | +1,511 | New |
| Toroso Investments, LLC | 1,481 | $295.0K | 0.01% | +100+7.2% | Added |
| AXA S.A. | 1,446 | $287.1K | 0.00% | −77−5.1% | Reduced |
| Janney Montgomery Scott LLC | 1,447 | $287.0K | 0.00% | −98−6.3% | Reduced |
| Assenagon Asset Management S.A. | 1,423 | $283.0K | 0.00% | +1,423 | New |
| The PNC Financial Services Group, Inc. | 1,394 | $277.0K | 0.00% | +15+1.1% | Added |
| Regal Investment Advisors LLC | 1,391 | $276.0K | 0.03% | −231−14.2% | Reduced |
| HM Payson & Co | 1,374 | $273.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,369 | $272.0K | 0.17% | −42−3.0% | Reduced |
| Motley Fool Asset Management LLC | 1,342 | $266.0K | 0.03% | −30−2.2% | Reduced |
| Qtron Investments LLC | 1,332 | $264.0K | 0.07% | +200+17.7% | Added |
| Exchange Traded Concepts, LLC | 1,320 | $262.0K | 0.01% | +82+6.6% | Added |
| Moody National Bank Trust Division | 1,319 | $261.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,307 | $260.0K | 0.01% | −130−9.0% | Reduced |
| Royal Fund Management, LLC | 1,300 | $258.0K | 0.05% | +1,300 | New |
| EMC Capital Management | 1,500 | $257.0K | 0.24% | +900+150.0% | Added |
| Cutler Group LP | 1,293 | $256.0K | 0.03% | +1,293 | New |
| New York Life Investment Management LLC | 1,287 | $255.0K | 0.00% | +132+11.4% | Added |
| Acadian Asset Management LLC | 1,289 | $255.0K | 0.00% | +820+174.8% | Added |
| Tokio Marine Asset Management Co Ltd | 1,281 | $254.0K | 0.02% | +1,281 | New |
| Park Avenue Securities LLC | 1,273 | $253.0K | 0.01% | −73−5.4% | Reduced |
| American Century Companies Inc | 1,269 | $252.0K | 0.00% | +434+52.0% | Added |
| Allstate Corp | 1,264 | $251.0K | 0.01% | −101−7.4% | Reduced |
| National Asset Management, Inc. | 1,236 | $246.0K | 0.01% | +1,236 | New |
| Karani Asset Management LLC | 1,227 | $244.0K | 0.25% | +486+65.6% | Added |
| Sepio Capital, LP | 1,211 | $240.0K | 0.02% | −1−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 1,189 | $235.9K | 0.00% | −73−5.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,185 | $235.3K | 0.00% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,172 | $233.0K | 0.06% | +1,172 | New |
| qPULA Trading Management LP | 1,158 | $230.0K | 2.02% | +1,158 | New |
| Wetherby Asset Management Inc | 1,149 | $228.0K | 0.02% | +1,149 | New |
| Zeke Capital Advisors, LLC | 1,137 | $226.0K | 0.02% | +236+26.2% | Added |
| Cerity Partners LLC | 1,106 | $220.0K | 0.00% | +35+3.3% | Added |
| Laurel Wealth Advisors, Inc. | 1,069 | $213.0K | 0.02% | +138+14.8% | Added |
| TD Waterhouse Canada Inc. | 1,083 | $210.1K | 0.00% | +910+526.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,009 | $208.0K | 0.00% | +1,009 | New |
| 9258 Wealth Management, LLC | 1,029 | $204.0K | 0.05% | 00.0% | Unchanged |
| American International Group, Inc. | 1,022 | $203.0K | 0.00% | +40+4.1% | Added |
| Full Sail Capital, LLC | 1,015 | $202.0K | 0.02% | +1,015 | New |
| Anchor Investment Management, LLC | 1,000 | $198.6K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,393 | $195.0K | 0.02% | +1,393 | New |
| Parallel Advisors, LLC | 930 | $185.0K | 0.01% | −138−12.9% | Reduced |
| Signaturefd, LLC | 882 | $175.0K | 0.01% | −83−8.6% | Reduced |
| Leonteq Securities AG | 864 | $171.6K | 0.01% | +832+2,600.0% | Added |
| Baldwin Brothers Inc | 815 | $162.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,760 | $155.0K | 0.00% | +395+28.9% | Added |
| Nomura Holdings Inc | 774 | $154.0K | 0.00% | +76+10.9% | Added |
| Mutual of America Capital Management LLC | 746 | $148.0K | 0.00% | 00.0% | Unchanged |