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 |
|---|---|---|---|---|---|
| Aj Wealth Strategies, LLC | 2,362 | $465.0K | 0.02% | −210−8.2% | Reduced |
| Qtron Investments LLC | 2,418 | $476.0K | 0.10% | +1,086+81.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,465 | $485.0K | 0.00% | −1,690−40.7% | Reduced |
| Karani Asset Management LLC | 2,489 | $489.9K | 0.57% | +1,262+102.9% | Added |
| Cutler Group LP | 2,495 | $491.0K | 0.06% | +1,202+93.0% | Added |
| LBMC Investment Advisors, LLC | 2,500 | $492.1K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 2,545 | $501.0K | 0.03% | −610−19.3% | Reduced |
| Venturi Wealth Management, LLC | 2,562 | $504.3K | 0.04% | +322+14.4% | Added |
| Assenagon Asset Management S.A. | 2,586 | $509.0K | 0.00% | +1,163+81.7% | Added |
| IMA Wealth, Inc. | 2,600 | $511.8K | 0.14% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,602 | $512.2K | 0.01% | +2,602 | New |
| Toroso Investments, LLC | 2,683 | $528.0K | 0.02% | +1,202+81.2% | Added |
| Perigon Wealth Management, LLC | 2,692 | $529.9K | 0.03% | +75+2.9% | Added |
| Andra AP-fonden | 2,700 | $531.0K | 0.02% | +2,700 | New |
| Swedbank AB | 2,711 | $533.6K | 0.00% | +272+11.2% | Added |
| Brown Brothers Harriman & Co | 2,715 | $534.4K | 0.00% | 00.0% | Unchanged |
| Seeyond | 2,723 | $536.0K | 0.05% | +2,057+308.9% | Added |
| Rockefeller Capital Management L.P. | 2,725 | $536.0K | 0.00% | +493+22.1% | Added |
| SYSTM Wealth Solutions LLC | 2,774 | $546.0K | 0.07% | +2,774 | New |
| Weiss Asset Management LP | 2,776 | $546.4K | 0.03% | +720+35.0% | Added |
| Simplex Trading, LLC | 2,790 | $549.0K | 0.03% | −11,179−80.0% | Reduced |
| Acadian Asset Management LLC | 2,819 | $553.0K | 0.00% | +1,530+118.7% | Added |
| Tudor Investment Corp Et Al | 2,823 | $556.0K | 0.01% | −6,302−69.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,830 | $557.1K | 0.48% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,853 | $561.0K | 0.02% | −6,194−68.5% | Reduced |
| Wealthfront Advisers LLC | 2,871 | $565.1K | 0.00% | +2,871 | New |
| E. Ohman J:or Asset Management AB | 2,900 | $570.8K | 0.02% | +2,900 | New |
| Mackenzie Financial Corp | 2,941 | $578.9K | 0.00% | −350−10.6% | Reduced |
| Twin Focus Capital Partners, LLC | 3,000 | $590.5K | 0.12% | −10−0.3% | Reduced |
| Delphia (USA) Inc. | 3,127 | $615.5K | 0.71% | −68−2.1% | Reduced |
| Affinity Investment Advisors, LLC | 3,220 | $633.8K | 0.29% | +919+39.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,283 | $646.2K | 0.50% | +50+1.5% | Added |
| Creative Planning | 3,305 | $650.6K | 0.00% | +1,183+55.7% | Added |
| Allstate Corp | 3,326 | $654.7K | 0.02% | +2,062+163.1% | Added |
| Allstate Investment Management Co | 3,326 | $654.7K | 0.02% | +3,326 | New |
| Values First Advisors, Inc. | 3,362 | $661.7K | 0.46% | +1,238+58.3% | Added |
| Corton Capital Inc. | 3,403 | $669.8K | 0.55% | +266+8.5% | Added |
| Clearbridge Investments, LLC | 3,481 | $685.2K | 0.00% | −19,791−85.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,509 | $691.0K | 0.03% | −342−8.9% | Reduced |
| Oppenheimer & Co Inc | 3,553 | $699.4K | 0.02% | −1,119−24.0% | Reduced |
| Bamco Inc | 3,597 | $708.0K | 0.00% | −872−19.5% | Reduced |
| Baillie Gifford & Co | 3,628 | $714.1K | 0.00% | +22+0.6% | Added |
| Ieq Capital, LLC | 3,643 | $717.1K | 0.02% | +1,681+85.7% | Added |
| Public Sector Pension Investment Board | 3,657 | $719.8K | 0.01% | +3,657 | New |
| Princeton Capital Management LLC | 3,688 | $725.9K | 0.32% | −51−1.4% | Reduced |
| F/M Investments LLC | 3,740 | $736.2K | 0.89% | +3,740 | New |
| XTX Topco Ltd | 3,742 | $736.6K | 0.16% | +3,742 | New |
| Nordea Investment Management AB | 3,856 | $763.1K | 0.00% | −6,709−63.5% | Reduced |
| MML Investors Services, LLC | 3,917 | $771.0K | 0.01% | +501+14.7% | Added |
| HRT Financial LP | 3,952 | $777.0K | 0.01% | +3,952 | New |
| Quantamental Technologies LLC | 3,957 | $778.9K | 0.36% | +3,957 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,000 | $787.4K | 1.12% | +300+8.1% | Added |
| MetLife Investment Management | 4,009 | $789.1K | 0.01% | −37−0.9% | Reduced |
| Assetmark, Inc | 4,062 | $799.6K | 0.00% | +546+15.5% | Added |
| Jennison Associates LLC | 4,072 | $801.5K | 0.00% | +2,352+136.7% | Added |
| SG Americas Securities, LLC | 4,145 | $816.0K | 0.01% | −40−1.0% | Reduced |
| First Growth Investment Manager LP | 4,150 | $816.9K | 2.08% | +800+23.9% | Added |
| Verition Fund Management LLC | 4,182 | $823.2K | 0.02% | −6,635−61.3% | Reduced |
| Achmea Investment Management B.V. | 4,465 | $824.0K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 4,204 | $827.5K | 0.01% | −1,751−29.4% | Reduced |
| Schroder Investment Management Group | 4,230 | $832.6K | 0.00% | −21−0.5% | Reduced |
| Emerald Advisers, LLC | 4,292 | $844.8K | 0.04% | −83−1.9% | Reduced |
| Silicon Valley Community Foundation | 4,317 | $849.8K | 0.16% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,356 | $857.4K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,423 | $870.6K | 0.02% | +17+0.4% | Added |
| SEI Investments Co | 4,516 | $888.3K | 0.00% | −60,303−93.0% | Reduced |
| Wolverine Asset Management LLC | 4,553 | $896.2K | 0.01% | +4,553 | New |
| PEAK6 Investments LLC | 4,902 | $964.9K | 0.05% | −5,785−54.1% | Reduced |
| Summit Global Investments | 4,965 | $977.0K | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 4,982 | $980.7K | 0.00% | +1,002+25.2% | Added |
| Centaurus Financial, Inc. | 5,000 | $984.0K | 0.09% | −10.0% | Reduced |
| Firsthand Capital Management, Inc. | 5,000 | $984.2K | 1.15% | 00.0% | Unchanged |
| Mariner, LLC | 5,053 | $995.0K | 0.00% | +754+17.5% | Added |
| Intech Investment Management LLC | 5,075 | $999.0K | 0.01% | −2,453−32.6% | Reduced |
| Harbor Capital Advisors, Inc. | 5,142 | $1.01M | 1.00% | +1,135+28.3% | Added |
| Balyasny Asset Management LLC | 5,190 | $1.02M | 0.00% | +5,190 | New |
| Maryland State Retirement & Pension System | 5,214 | $1.03M | 0.03% | +5,214 | New |
| Prudential Financial Inc | 5,243 | $1.03M | 0.00% | +476+10.0% | Added |
| Daiwa Securities Group Inc. | 5,275 | $1.04M | 0.01% | +248+4.9% | Added |
| CIBC Private Wealth Group, LLC | 5,424 | $1.07M | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 5,502 | $1.08M | 0.05% | +5,502 | New |
| ETF Managers Group, LLC | 5,577 | $1.10M | 0.05% | +2,534+83.3% | Added |
| L & S Advisors Inc | 5,658 | $1.11M | 0.21% | +5,658 | New |
| Pinebridge Investments, L.P. | 5,661 | $1.11M | 0.01% | −75−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,687 | $1.12M | 0.01% | −2,232−28.2% | Reduced |
| JustInvest LLC | 5,723 | $1.13M | 0.05% | +2,456+75.2% | Added |
| M&T Bank Corp | 5,875 | $1.16M | 0.00% | −27−0.5% | Reduced |
| Xcel Wealth Management, LLC | 5,909 | $1.16M | 0.46% | −865−12.8% | Reduced |
| Red Spruce Capital, LLC | 5,977 | $1.18M | 0.75% | +247+4.3% | Added |
| British Columbia Investment Management Corp | 5,993 | $1.18M | 0.01% | −716−10.7% | Reduced |
| Versor Investments LP | 6,067 | $1.19M | 0.10% | +6,067 | New |
| Gsa Capital Partners LLP | 6,102 | $1.20M | 0.15% | +6,102 | New |
| Fred Alger Management, LLC | 6,311 | $1.24M | 0.01% | −87,269−93.3% | Reduced |
| First Republic Investment Management, Inc. | 6,406 | $1.26M | 0.00% | +61+1.0% | Added |
| Keystone Investors Pte Ltd | 6,432 | $1.27M | 0.61% | +6,432 | New |
| Banco Santander, S.A. | 6,442 | $1.27M | 0.02% | +1,440+28.8% | Added |
| Marshall Wace, LLP | 6,481 | $1.28M | 0.00% | −690,517−99.1% | Reduced |
| Advisor Group Holdings, Inc. | 6,519 | $1.28M | 0.00% | +740+12.8% | Added |
| Vestcor Inc | 6,615 | $1.30M | 0.05% | −1,287−16.3% | Reduced |
| Standard Life Aberdeen plc | 6,688 | $1.32M | 0.00% | +635+10.5% | Added |