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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 402 | $79.1K | 0.01% | +317+372.9% | Added |
| Ossiam | 409 | $80.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 410 | $80.7K | 0.01% | +371+951.3% | Added |
| Nomura Holdings Inc | 418 | $82.0K | 0.00% | −356−46.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 422 | $83.1K | 0.01% | −74−14.9% | Reduced |
| Farther Finance Advisors, LLC | 478 | $94.1K | 0.04% | +478 | New |
| Allworth Financial LP | 508 | $100.0K | 0.00% | +58+12.9% | Added |
| Baldwin Brothers Inc | 515 | $101.4K | 0.01% | −300−36.8% | Reduced |
| Advisors Asset Management, Inc. | 550 | $108.3K | 0.00% | −161−22.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 618 | $121.6K | 0.07% | +19+3.2% | Added |
| Yarbrough Capital, LLC | 625 | $123.0K | 0.01% | +625 | New |
| Financial Perspectives, Inc | 697 | $137.2K | 0.07% | +2+0.3% | Added |
| Fifth Third Bancorp | 723 | $142.3K | 0.00% | +93+14.8% | Added |
| Harvest Fund Management Co., Ltd | 747 | $146.0K | 0.04% | +683+1,067.2% | Added |
| IFP Advisors, Inc | 1,854 | $149.0K | 0.00% | +94+5.3% | Added |
| Spence Asset Management | 778 | $153.0K | 0.05% | −30,775−97.5% | Reduced |
| AM Squared Ltd | 900 | $177.2K | 0.12% | +900 | New |
| Truvestments Capital LLC | 903 | $177.7K | 0.10% | −466−34.0% | Reduced |
| Anchor Investment Management, LLC | 1,000 | $196.8K | 0.03% | 00.0% | Unchanged |
| Caption Management, LLC | 1,000 | $196.8K | 0.03% | +1,000 | New |
| American International Group, Inc. | 1,016 | $200.0K | 0.00% | −6−0.6% | Reduced |
| Kestra Advisory Services, LLC | 1,021 | $201.0K | 0.00% | +1,021 | New |
| Crewe Advisors LLC | 1,035 | $203.7K | 0.03% | +978+1,715.8% | Added |
| Mutual of America Capital Management LLC | 1,072 | $211.0K | 0.00% | +326+43.7% | Added |
| Bleakley Financial Group, LLC | 1,086 | $213.8K | 0.01% | +1,086 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,103 | $214.4K | 0.00% | +94+9.3% | Added |
| Prospera Financial Services Inc | 1,108 | $218.1K | 0.01% | −628−36.2% | Reduced |
| Wetherby Asset Management Inc | 1,138 | $224.0K | 0.01% | −11−1.0% | Reduced |
| Neo Ivy Capital Management | 1,146 | $226.0K | 0.15% | +1,146 | New |
| Federation des caisses Desjardins du Quebec | 1,171 | $230.5K | 0.00% | −14−1.2% | Reduced |
| Parallel Advisors, LLC | 1,180 | $232.3K | 0.01% | +250+26.9% | Added |
| Sepio Capital, LP | 1,183 | $232.9K | 0.02% | −28−2.3% | Reduced |
| Diversified Trust Co | 1,234 | $243.0K | 0.01% | +1,234 | New |
| Motley Fool Asset Management LLC | 1,237 | $243.5K | 0.03% | −105−7.8% | Reduced |
| National Asset Management, Inc. | 1,256 | $247.2K | 0.01% | +20+1.6% | Added |
| Clarius Group, LLC | 1,265 | $249.0K | 0.02% | +1,265 | New |
| American Century Companies Inc | 1,298 | $255.5K | 0.00% | +29+2.3% | Added |
| Banque Cantonale Vaudoise | 1,300 | $256.0K | 0.01% | −7−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,309 | $257.7K | 0.00% | −12,700−90.7% | Reduced |
| Moody National Bank Trust Division | 1,311 | $258.0K | 0.02% | −8−0.6% | Reduced |
| Alpha Paradigm Partners, LLC | 1,343 | $264.0K | 0.11% | −1,907−58.7% | Reduced |
| Park Avenue Securities LLC | 1,350 | $266.0K | 0.00% | +77+6.0% | Added |
| New York Life Investment Management LLC | 1,358 | $267.3K | 0.00% | +71+5.5% | Added |
| Petrus Trust Company, LTA | 1,384 | $272.4K | 0.03% | +1,384 | New |
| Money Concepts Capital Corp | 1,385 | $272.6K | 0.01% | +1,382+46,066.7% | Added |
| Seaport Global Advisors, LLC | 1,388 | $273.2K | 0.95% | +1,388 | New |
| Regal Investment Advisors LLC | 1,391 | $273.8K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 1,381 | $274.0K | 0.00% | +1,381 | New |
| Oppenheimer Asset Management Inc. | 1,393 | $274.2K | 0.00% | −143−9.3% | Reduced |
| Cetera Advisor Networks LLC | 1,414 | $278.3K | 0.00% | +1,414 | New |
| Shell Asset Management Co | 1,417 | $279.0K | 0.01% | −556−28.2% | Reduced |
| Guggenheim Capital LLC | 1,429 | $281.3K | 0.00% | −149−9.4% | Reduced |
| Capital Impact Advisors, LLC | 1,432 | $281.9K | 0.28% | +804+128.0% | Added |
| Fox Run Management, L.L.C. | 1,435 | $282.5K | 0.11% | +1,435 | New |
| Kula Investments, LLC | 1,440 | $283.4K | 0.10% | +1,440 | New |
| AXA S.A. | 1,442 | $283.8K | 0.00% | −4−0.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,470 | $289.4K | 0.00% | −6,311−81.1% | Reduced |
| Engineers Gate Manager LP | 1,484 | $292.1K | 0.02% | −4,996−77.1% | Reduced |
| Brown Advisory Inc | 1,494 | $294.1K | 0.00% | −17−1.1% | Reduced |
| EMC Capital Management | 1,500 | $295.0K | 0.26% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,506 | $296.4K | 0.00% | +1,506 | New |
| Janney Montgomery Scott LLC | 1,512 | $298.0K | 0.00% | +65+4.5% | Added |
| Synergy Financial Group, LTD | 1,537 | $302.5K | 0.60% | −552−26.4% | Reduced |
| Kovack Advisors, Inc. | 1,576 | $310.2K | 0.05% | −563−26.3% | Reduced |
| Keybank National Association | 1,584 | $311.8K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,591 | $313.0K | 0.00% | +21+1.3% | Added |
| Brainard Capital Management LLC | 1,600 | $314.9K | 0.27% | +1,600 | New |
| Signaturefd, LLC | 1,620 | $318.9K | 0.01% | +738+83.7% | Added |
| Jackson Square Capital, LLC | 1,669 | $328.5K | 0.15% | −553−24.9% | Reduced |
| Leonteq Securities AG | 1,674 | $329.5K | 0.02% | +810+93.8% | Added |
| Veriti Management LLC | 1,678 | $330.3K | 0.04% | +1,678 | New |
| HM Payson & Co | 1,679 | $330.5K | 0.01% | +305+22.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,686 | $331.9K | 0.00% | +18+1.1% | Added |
| Cerity Partners LLC | 1,709 | $336.7K | 0.00% | +603+54.5% | Added |
| Metis Global Partners, LLC | 1,715 | $337.6K | 0.03% | +1,715 | New |
| Tokio Marine Asset Management Co Ltd | 1,719 | $338.4K | 0.03% | +438+34.2% | Added |
| Cravens & Co Advisors, LLC | 1,736 | $341.7K | 0.32% | +1,736 | New |
| Tyler-Stone Wealth Management | 1,789 | $352.0K | 0.24% | −3−0.2% | Reduced |
| Avestar Capital, LLC | 1,811 | $356.5K | 0.08% | −970−34.9% | Reduced |
| Pearl River Capital, LLC | 1,898 | $373.6K | 0.06% | −262−12.1% | Reduced |
| WoodTrust Financial Corp | 1,925 | $379.0K | 0.08% | +100+5.5% | Added |
| D.A. Davidson & Co. | 1,945 | $382.9K | 0.00% | +1,945 | New |
| Teza Capital Management LLC | 1,968 | $387.4K | 0.07% | +1,968 | New |
| Western Wealth Management, LLC | 2,064 | $406.3K | 0.04% | −2,302−52.7% | Reduced |
| Spouting Rock Asset Management, LLC | 2,067 | $406.9K | 0.30% | +361+21.2% | Added |
| Aigen Investment Management, LP | 2,080 | $409.4K | 0.06% | +2,080 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,084 | $410.2K | 0.03% | +520+33.2% | Added |
| Royal Fund Management, LLC | 2,100 | $413.4K | 0.07% | +800+61.5% | Added |
| TD Waterhouse Canada Inc. | 2,113 | $413.5K | 0.00% | +1,030+95.1% | Added |
| Swiss Life Asset Management Ltd | 2,094 | $413.7K | 0.01% | +905+76.1% | Added |
| Carnegie Capital Asset Management, LLC | 2,162 | $425.6K | 0.02% | −3−0.1% | Reduced |
| CWM, LLC | 2,183 | $430.0K | 0.00% | +39+1.8% | Added |
| ProShare Advisors LLC | 2,185 | $430.1K | 0.00% | −75−3.3% | Reduced |
| Occudo Quantitative Strategies LP | 2,190 | $431.1K | 0.05% | −15,029−87.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,193 | $431.7K | 0.00% | +799+57.3% | Added |
| US Bancorp | 2,210 | $435.0K | 0.00% | −877−28.4% | Reduced |
| Snowden Capital Advisors LLC | 2,226 | $438.2K | 0.02% | +463+26.3% | Added |
| Joel Isaacson & Co., LLC | 2,304 | $453.5K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,318 | $456.3K | 0.00% | −522−18.4% | Reduced |
| Exchange Traded Concepts, LLC | 2,330 | $458.6K | 0.01% | +1,010+76.5% | Added |