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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 2,790 | $549.0K | 0.03% | −11,179−80.0% | Reduced |
| Weiss Asset Management LP | 2,776 | $546.4K | 0.03% | +720+35.0% | Added |
| SYSTM Wealth Solutions LLC | 2,774 | $546.0K | 0.07% | +2,774 | New |
| Rockefeller Capital Management L.P. | 2,725 | $536.0K | 0.00% | +493+22.1% | Added |
| Seeyond | 2,723 | $536.0K | 0.05% | +2,057+308.9% | Added |
| Brown Brothers Harriman & Co | 2,715 | $534.4K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 2,711 | $533.6K | 0.00% | +272+11.2% | Added |
| Andra AP-fonden | 2,700 | $531.0K | 0.02% | +2,700 | New |
| Perigon Wealth Management, LLC | 2,692 | $529.9K | 0.03% | +75+2.9% | Added |
| Toroso Investments, LLC | 2,683 | $528.0K | 0.02% | +1,202+81.2% | Added |
| Jefferies Financial Group Inc. | 2,602 | $512.2K | 0.01% | +2,602 | New |
| IMA Wealth, Inc. | 2,600 | $511.8K | 0.14% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 2,586 | $509.0K | 0.00% | +1,163+81.7% | Added |
| Venturi Wealth Management, LLC | 2,562 | $504.3K | 0.04% | +322+14.4% | Added |
| Ethic Inc. | 2,545 | $501.0K | 0.03% | −610−19.3% | Reduced |
| LBMC Investment Advisors, LLC | 2,500 | $492.1K | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 2,495 | $491.0K | 0.06% | +1,202+93.0% | Added |
| Karani Asset Management LLC | 2,489 | $489.9K | 0.57% | +1,262+102.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,465 | $485.0K | 0.00% | −1,690−40.7% | Reduced |
| Qtron Investments LLC | 2,418 | $476.0K | 0.10% | +1,086+81.5% | Added |
| Aj Wealth Strategies, LLC | 2,362 | $465.0K | 0.02% | −210−8.2% | Reduced |
| Exchange Traded Concepts, LLC | 2,330 | $458.6K | 0.01% | +1,010+76.5% | Added |
| CIBC Asset Management Inc | 2,318 | $456.3K | 0.00% | −522−18.4% | Reduced |
| Joel Isaacson & Co., LLC | 2,304 | $453.5K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,226 | $438.2K | 0.02% | +463+26.3% | Added |
| US Bancorp | 2,210 | $435.0K | 0.00% | −877−28.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,193 | $431.7K | 0.00% | +799+57.3% | Added |
| Occudo Quantitative Strategies LP | 2,190 | $431.1K | 0.05% | −15,029−87.3% | Reduced |
| ProShare Advisors LLC | 2,185 | $430.1K | 0.00% | −75−3.3% | Reduced |
| CWM, LLC | 2,183 | $430.0K | 0.00% | +39+1.8% | Added |
| Carnegie Capital Asset Management, LLC | 2,162 | $425.6K | 0.02% | −3−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 2,094 | $413.7K | 0.01% | +905+76.1% | Added |
| TD Waterhouse Canada Inc. | 2,113 | $413.5K | 0.00% | +1,030+95.1% | Added |
| Royal Fund Management, LLC | 2,100 | $413.4K | 0.07% | +800+61.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,084 | $410.2K | 0.03% | +520+33.2% | Added |
| Aigen Investment Management, LP | 2,080 | $409.4K | 0.06% | +2,080 | New |
| Spouting Rock Asset Management, LLC | 2,067 | $406.9K | 0.30% | +361+21.2% | Added |
| Western Wealth Management, LLC | 2,064 | $406.3K | 0.04% | −2,302−52.7% | Reduced |
| Teza Capital Management LLC | 1,968 | $387.4K | 0.07% | +1,968 | New |
| D.A. Davidson & Co. | 1,945 | $382.9K | 0.00% | +1,945 | New |
| WoodTrust Financial Corp | 1,925 | $379.0K | 0.08% | +100+5.5% | Added |
| Pearl River Capital, LLC | 1,898 | $373.6K | 0.06% | −262−12.1% | Reduced |
| Avestar Capital, LLC | 1,811 | $356.5K | 0.08% | −970−34.9% | Reduced |
| Tyler-Stone Wealth Management | 1,789 | $352.0K | 0.24% | −3−0.2% | Reduced |
| Cravens & Co Advisors, LLC | 1,736 | $341.7K | 0.32% | +1,736 | New |
| Tokio Marine Asset Management Co Ltd | 1,719 | $338.4K | 0.03% | +438+34.2% | Added |
| Metis Global Partners, LLC | 1,715 | $337.6K | 0.03% | +1,715 | New |
| Cerity Partners LLC | 1,709 | $336.7K | 0.00% | +603+54.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,686 | $331.9K | 0.00% | +18+1.1% | Added |
| HM Payson & Co | 1,679 | $330.5K | 0.01% | +305+22.2% | Added |
| Veriti Management LLC | 1,678 | $330.3K | 0.04% | +1,678 | New |
| Leonteq Securities AG | 1,674 | $329.5K | 0.02% | +810+93.8% | Added |
| Jackson Square Capital, LLC | 1,669 | $328.5K | 0.15% | −553−24.9% | Reduced |
| Signaturefd, LLC | 1,620 | $318.9K | 0.01% | +738+83.7% | Added |
| Brainard Capital Management LLC | 1,600 | $314.9K | 0.27% | +1,600 | New |
| Van Eck Associates Corp | 1,591 | $313.0K | 0.00% | +21+1.3% | Added |
| Keybank National Association | 1,584 | $311.8K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,576 | $310.2K | 0.05% | −563−26.3% | Reduced |
| Synergy Financial Group, LTD | 1,537 | $302.5K | 0.60% | −552−26.4% | Reduced |
| Janney Montgomery Scott LLC | 1,512 | $298.0K | 0.00% | +65+4.5% | Added |
| Cetera Investment Advisers | 1,506 | $296.4K | 0.00% | +1,506 | New |
| EMC Capital Management | 1,500 | $295.0K | 0.26% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,494 | $294.1K | 0.00% | −17−1.1% | Reduced |
| Engineers Gate Manager LP | 1,484 | $292.1K | 0.02% | −4,996−77.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,470 | $289.4K | 0.00% | −6,311−81.1% | Reduced |
| AXA S.A. | 1,442 | $283.8K | 0.00% | −4−0.3% | Reduced |
| Kula Investments, LLC | 1,440 | $283.4K | 0.10% | +1,440 | New |
| Fox Run Management, L.L.C. | 1,435 | $282.5K | 0.11% | +1,435 | New |
| Capital Impact Advisors, LLC | 1,432 | $281.9K | 0.28% | +804+128.0% | Added |
| Guggenheim Capital LLC | 1,429 | $281.3K | 0.00% | −149−9.4% | Reduced |
| Shell Asset Management Co | 1,417 | $279.0K | 0.01% | −556−28.2% | Reduced |
| Cetera Advisor Networks LLC | 1,414 | $278.3K | 0.00% | +1,414 | New |
| Oppenheimer Asset Management Inc. | 1,393 | $274.2K | 0.00% | −143−9.3% | Reduced |
| CI Private Wealth, LLC | 1,381 | $274.0K | 0.00% | +1,381 | New |
| Regal Investment Advisors LLC | 1,391 | $273.8K | 0.03% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 1,388 | $273.2K | 0.95% | +1,388 | New |
| Money Concepts Capital Corp | 1,385 | $272.6K | 0.01% | +1,382+46,066.7% | Added |
| Petrus Trust Company, LTA | 1,384 | $272.4K | 0.03% | +1,384 | New |
| New York Life Investment Management LLC | 1,358 | $267.3K | 0.00% | +71+5.5% | Added |
| Park Avenue Securities LLC | 1,350 | $266.0K | 0.00% | +77+6.0% | Added |
| Alpha Paradigm Partners, LLC | 1,343 | $264.0K | 0.11% | −1,907−58.7% | Reduced |
| Moody National Bank Trust Division | 1,311 | $258.0K | 0.02% | −8−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,309 | $257.7K | 0.00% | −12,700−90.7% | Reduced |
| Banque Cantonale Vaudoise | 1,300 | $256.0K | 0.01% | −7−0.5% | Reduced |
| American Century Companies Inc | 1,298 | $255.5K | 0.00% | +29+2.3% | Added |
| Clarius Group, LLC | 1,265 | $249.0K | 0.02% | +1,265 | New |
| National Asset Management, Inc. | 1,256 | $247.2K | 0.01% | +20+1.6% | Added |
| Motley Fool Asset Management LLC | 1,237 | $243.5K | 0.03% | −105−7.8% | Reduced |
| Diversified Trust Co | 1,234 | $243.0K | 0.01% | +1,234 | New |
| Sepio Capital, LP | 1,183 | $232.9K | 0.02% | −28−2.3% | Reduced |
| Parallel Advisors, LLC | 1,180 | $232.3K | 0.01% | +250+26.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,171 | $230.5K | 0.00% | −14−1.2% | Reduced |
| Neo Ivy Capital Management | 1,146 | $226.0K | 0.15% | +1,146 | New |
| Wetherby Asset Management Inc | 1,138 | $224.0K | 0.01% | −11−1.0% | Reduced |
| Prospera Financial Services Inc | 1,108 | $218.1K | 0.01% | −628−36.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,103 | $214.4K | 0.00% | +94+9.3% | Added |
| Bleakley Financial Group, LLC | 1,086 | $213.8K | 0.01% | +1,086 | New |
| Mutual of America Capital Management LLC | 1,072 | $211.0K | 0.00% | +326+43.7% | Added |
| Crewe Advisors LLC | 1,035 | $203.7K | 0.03% | +978+1,715.8% | Added |
| Kestra Advisory Services, LLC | 1,021 | $201.0K | 0.00% | +1,021 | New |