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 3 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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 1,016 | $200.0K | 0.00% | −6−0.6% | 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 |
| Truvestments Capital LLC | 903 | $177.7K | 0.10% | −466−34.0% | Reduced |
| AM Squared Ltd | 900 | $177.2K | 0.12% | +900 | New |
| Spence Asset Management | 778 | $153.0K | 0.05% | −30,775−97.5% | Reduced |
| IFP Advisors, Inc | 1,854 | $149.0K | 0.00% | +94+5.3% | Added |
| Harvest Fund Management Co., Ltd | 747 | $146.0K | 0.04% | +683+1,067.2% | Added |
| Fifth Third Bancorp | 723 | $142.3K | 0.00% | +93+14.8% | Added |
| Financial Perspectives, Inc | 697 | $137.2K | 0.07% | +2+0.3% | Added |
| Yarbrough Capital, LLC | 625 | $123.0K | 0.01% | +625 | New |
| Newbridge Financial Services Group, Inc. | 618 | $121.6K | 0.07% | +19+3.2% | Added |
| Advisors Asset Management, Inc. | 550 | $108.3K | 0.00% | −161−22.6% | Reduced |
| Baldwin Brothers Inc | 515 | $101.4K | 0.01% | −300−36.8% | Reduced |
| Allworth Financial LP | 508 | $100.0K | 0.00% | +58+12.9% | Added |
| Farther Finance Advisors, LLC | 478 | $94.1K | 0.04% | +478 | New |
| Emerald Mutual Fund Advisers Trust | 422 | $83.1K | 0.01% | −74−14.9% | Reduced |
| Nomura Holdings Inc | 418 | $82.0K | 0.00% | −356−46.0% | Reduced |
| EverSource Wealth Advisors, LLC | 410 | $80.7K | 0.01% | +371+951.3% | Added |
| Ossiam | 409 | $80.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 402 | $79.1K | 0.01% | +317+372.9% | Added |
| Valley National Advisers Inc | 414 | $78.0K | 0.01% | −122−22.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $74.8K | 0.00% | −30−7.3% | Reduced |
| Quadrant Capital Group LLC | 377 | $74.2K | 0.01% | −46−10.9% | Reduced |
| Penserra Capital Management LLC | 339 | $66.0K | 0.00% | +16+5.0% | Added |
| Laurel Wealth Advisors LLC | 303 | $59.6K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 292 | $57.5K | 0.01% | +3+1.0% | Added |
| GWM Advisors LLC | 378 | $56.1K | 0.00% | +378 | New |
| Pittenger & Anderson Inc | 253 | $49.8K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 220 | $43.0K | 0.00% | −38−14.7% | Reduced |
| Alta Advisers Ltd | 200 | $39.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $39.0K | 0.01% | +200 | New |
| Ci Investments Inc. | 186 | $37.0K | 0.00% | +104+126.8% | Added |
| Geneos Wealth Management Inc. | 183 | $36.0K | 0.00% | −15−7.6% | Reduced |
| Y.D. More Investments Ltd | 181 | $36.0K | 0.01% | +181 | New |
| First Horizon Advisors, Inc. | 176 | $34.6K | 0.00% | +13+8.0% | Added |
| Lindbrook Capital, LLC | 171 | $33.7K | 0.00% | +133+350.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 153 | $30.0K | 0.00% | +153 | New |
| Stonebridge Capital Advisors LLC | 150 | $29.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 147 | $29.0K | 0.00% | +147 | New |
| Umb Bank N A | 137 | $27.0K | 0.00% | +5+3.8% | Added |
| Lumature Wealth Partners, LLC | 134 | $26.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 130 | $26.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 124 | $24.4K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 120 | $23.6K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 110 | $21.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 110 | $21.7K | 0.01% | +110 | New |
| Northwestern Mutual Wealth Management Co | 107 | $21.1K | 0.00% | −3−2.7% | Reduced |
| AdvisorNet Financial, Inc | 105 | $20.7K | 0.00% | +5+5.0% | Added |
| Bartlett & Co. LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $19.7K | 0.00% | +61+156.4% | Added |
| Meeder Asset Management Inc | 94 | $18.5K | 0.00% | −123−56.7% | Reduced |
| Covestor Ltd | 91 | $18.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 90 | $17.7K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 88 | $17.3K | 0.00% | −349−79.9% | Reduced |
| Adirondack Trust Co | 88 | $17.3K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 85 | $16.7K | 0.00% | −6−6.6% | Reduced |
| JJJ Advisors Inc. | 86 | $16.4K | 0.00% | +81+1,620.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 82 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 80 | $15.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 79 | $15.6K | 0.00% | −46−36.8% | Reduced |
| Quarry LP | 78 | $15.4K | 0.02% | +78 | New |
| Elequin Capital LP | 66 | $13.0K | 0.00% | −38−36.5% | Reduced |
| Belpointe Asset Management LLC | 64 | $12.6K | 0.00% | +64 | New |
| Kistler-Tiffany Companies, LLC | 62 | $12.2K | 0.00% | +59+1,966.7% | Added |
| Steward Partners Investment Advisory, LLC | 60 | $11.8K | 0.00% | −148−71.2% | Reduced |
| Credit Agricole S A | 60 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 56 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 56 | $11.0K | 0.00% | +42+300.0% | Added |
| Financial Freedom, LLC | 53 | $10.4K | 0.01% | +53 | New |
| Rise Advisors, LLC | 51 | $10.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 50 | $9.84K | 0.00% | −10−16.7% | Reduced |
| Pacer Advisors, Inc. | 47 | $9.25K | 0.00% | +1+2.2% | Added |
| ICA Group Wealth Management, LLC | 40 | $7.87K | 0.00% | +40 | New |
| Accurate Wealth Management, LLC | 41 | $7.47K | 0.00% | +41 | New |
| Capital Advisors, Ltd. LLC | 73 | $7.00K | 0.00% | +63+630.0% | Added |
| Parkside Financial Bank & Trust | 34 | $6.69K | 0.00% | +22+183.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 30 | $5.91K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 30 | $5.91K | 0.00% | +25+500.0% | Added |
| Earnest Partners LLC | 28 | $5.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $5.12K | 0.00% | +21+420.0% | Added |
| Park Place Capital Corp | 25 | $5.00K | 0.00% | +25 | New |
| Romano Brothers and Company | 24 | $4.72K | 0.00% | +24 | New |
| Glassman Wealth Services | 22 | $4.33K | 0.00% | −15−40.5% | Reduced |
| Hantz Financial Services, Inc. | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 17 | $3.35K | 0.00% | +17 | New |
| Zions Bancorporation, N.A. | 16 | $3.15K | 0.00% | +13+433.3% | Added |
| Loomis Sayles & Co L P | 14 | $3.00K | 0.00% | +9+180.0% | Added |
| Sargent Bickham Lagudis LLC | 15 | $2.95K | 0.00% | +11+275.0% | Added |
| Paragon Wealth Strategies, LLC | 12 | $2.36K | 0.00% | +12 | New |
| RFP Financial Group LLC | 12 | $2.36K | 0.00% | +12 | New |
| Atticus Wealth Management, LLC | 11 | $2.17K | 0.00% | −1−8.3% | Reduced |
| Salem Investment Counselors Inc | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $2.00K | 0.00% | −5−35.7% | Reduced |
| Massmutual Trust Co FSB | 12 | $2.00K | 0.00% | +10+500.0% | Added |
| Tilia Fiduciary Partners, Inc. | 10 | $1.97K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $1.97K | 0.00% | +10 | New |