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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, Q4 2022

Institutional positions in MongoDB, Inc. as of Dec 31, 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
522
+18 vs. Q3 2022
Shares held
62.1M
+170.1K (+0.3%) vs. Q3 2022
Total value
$12.2B
−$77.2M (−0.6%) vs. Q3 2022
New holders
93
216 more added
Sold out
75
155 more reduced

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 522 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 heldQ4 2022: $12.2B
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, Q4 2022

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q3 2022.

Institutions holding MDB in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Group, LLC1$00.00%+1New
Steward Financial Group LLC1$00.00%+1New
VitalStone Financial, LLC1$00.00%+1New
Sofos Investments, Inc.197$800.00%−1,196−85.9%Reduced
Huntington National Bank1$1970.00%−250−99.6%Reduced
Institutional & Family Asset Management, LLC2$3940.00%00.0%Unchanged
SJS Investment Consulting Inc.2$3940.00%+1+100.0%Added
Focused Wealth Management, Inc2$3940.00%+2New
JFS Wealth Advisors, LLC3$5910.00%−56−94.9%Reduced
Disciplined Investments, LLC3$5910.00%+3New
Blue Bell Private Wealth Management, LLC4$7870.00%00.0%Unchanged
BerganKDV Wealth Management, LLC4$7870.00%+2+100.0%Added
Versant Capital Management, Inc5$9840.00%00.0%Unchanged
Raffa Wealth Management, LLC5$9840.00%00.0%Unchanged
Wolff Wiese Magana LLC5$9840.00%+5New
ClariVest Asset Management LLC6$1.00K0.00%+6New
Sutton Wealth Advisors Inc.6$1.18K0.00%+3+100.0%Added
Corrado Advisors, LLC6$1.18K0.00%+6New
My Personal CFO, LLC6$1.18K0.00%+6New
Harbour Investments, Inc.7$1.38K0.00%00.0%Unchanged
Beacon Capital Management, LLC9$1.77K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.10$1.97K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP10$1.97K0.00%+10New
Ronald Blue Trust, Inc.9$2.00K0.00%−5−35.7%Reduced
Massmutual Trust Co FSB12$2.00K0.00%+10+500.0%Added
Atticus Wealth Management, LLC11$2.17K0.00%−1−8.3%Reduced
Salem Investment Counselors Inc11$2.17K0.00%00.0%Unchanged
Paragon Wealth Strategies, LLC12$2.36K0.00%+12New
RFP Financial Group LLC12$2.36K0.00%+12New
Sargent Bickham Lagudis LLC15$2.95K0.00%+11+275.0%Added
Loomis Sayles & Co L P14$3.00K0.00%+9+180.0%Added
Zions Bancorporation, N.A.16$3.15K0.00%+13+433.3%Added
NewSquare Capital LLC17$3.35K0.00%+17New
Hantz Financial Services, Inc.21$4.00K0.00%00.0%Unchanged
Glassman Wealth Services22$4.33K0.00%−15−40.5%Reduced
Romano Brothers and Company24$4.72K0.00%+24New
Park Place Capital Corp25$5.00K0.00%+25New
Bell Investment Advisors, Inc26$5.12K0.00%+21+420.0%Added
Earnest Partners LLC28$5.51K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna30$5.91K0.00%00.0%Unchanged
Global Retirement Partners, LLC30$5.91K0.00%+25+500.0%Added
Parkside Financial Bank & Trust34$6.69K0.00%+22+183.3%Added
Capital Advisors, Ltd. LLC73$7.00K0.00%+63+630.0%Added
Accurate Wealth Management, LLC41$7.47K0.00%+41New
ICA Group Wealth Management, LLC40$7.87K0.00%+40New
Pacer Advisors, Inc.47$9.25K0.00%+1+2.2%Added
DuPont Capital Management Corp50$9.84K0.00%−10−16.7%Reduced
Rise Advisors, LLC51$10.0K0.01%00.0%Unchanged
Financial Freedom, LLC53$10.4K0.01%+53New
Bank of New Hampshire56$11.0K0.00%00.0%Unchanged
Ancora Advisors, LLC56$11.0K0.00%+42+300.0%Added
Steward Partners Investment Advisory, LLC60$11.8K0.00%−148−71.2%Reduced
Credit Agricole S A60$11.8K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC62$12.2K0.00%+59+1,966.7%Added
Belpointe Asset Management LLC64$12.6K0.00%+64New
Elequin Capital LP66$13.0K0.00%−38−36.5%Reduced
Quarry LP78$15.4K0.02%+78New
Montag A & Associates Inc79$15.6K0.00%−46−36.8%Reduced
First Financial Corp80$15.7K0.01%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)82$16.0K0.00%00.0%Unchanged
JJJ Advisors Inc.86$16.4K0.00%+81+1,620.0%Added
Sandy Spring Bank85$16.7K0.00%−6−6.6%Reduced
Adirondack Trust Co88$17.3K0.01%00.0%Unchanged
Ellevest, Inc.88$17.3K0.00%−349−79.9%Reduced
Carmichael Hill & Associates, Inc.90$17.7K0.01%00.0%Unchanged
Covestor Ltd91$18.0K0.01%00.0%Unchanged
Meeder Asset Management Inc94$18.5K0.00%−123−56.7%Reduced
Central Trust Co100$19.7K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$19.7K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC100$19.7K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC100$19.7K0.00%+61+156.4%Added
Bartlett & Co. LLC100$20.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc105$20.7K0.00%+5+5.0%Added
Northwestern Mutual Wealth Management Co107$21.1K0.00%−3−2.7%Reduced
Proequities, Inc.110$21.7K0.00%00.0%Unchanged
CVA Family Office, LLC110$21.7K0.01%+110New
Financial Avengers, Inc.120$23.6K0.02%00.0%Unchanged
Abound Wealth Management124$24.4K0.01%00.0%Unchanged
Cambridge Trust Co130$26.0K0.00%00.0%Unchanged
Lumature Wealth Partners, LLC134$26.4K0.01%00.0%Unchanged
Umb Bank N A137$27.0K0.00%+5+3.8%Added
Bessemer Group Inc147$29.0K0.00%+147New
Stonebridge Capital Advisors LLC150$29.5K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S153$30.0K0.00%+153New
Lindbrook Capital, LLC171$33.7K0.00%+133+350.0%Added
First Horizon Advisors, Inc.176$34.6K0.00%+13+8.0%Added
Y.D. More Investments Ltd181$36.0K0.01%+181New
Geneos Wealth Management Inc.183$36.0K0.00%−15−7.6%Reduced
Ci Investments Inc.186$37.0K0.00%+104+126.8%Added
Alta Advisers Ltd200$39.0K0.02%00.0%Unchanged
Clear Street Markets LLC200$39.0K0.01%+200New
Harel Insurance Investments & Financial Services Ltd.220$43.0K0.00%−38−14.7%Reduced
Pittenger & Anderson Inc253$49.8K0.00%00.0%Unchanged
GWM Advisors LLC378$56.1K0.00%+378New
TCI Wealth Advisors, Inc.292$57.5K0.01%+3+1.0%Added
Laurel Wealth Advisors LLC303$59.6K0.01%00.0%Unchanged
Penserra Capital Management LLC339$66.0K0.00%+16+5.0%Added
Quadrant Capital Group LLC377$74.2K0.01%−46−10.9%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP380$74.8K0.00%−30−7.3%Reduced
Valley National Advisers Inc414$78.0K0.01%−122−22.8%Reduced