MongoDB, Inc.

MDB

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001441816

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2022: 522 institutions

Value heldQ4 2022: $12.2B

Institutions holding MDB and their total value by quarter
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.

Institutions holding MDB in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Beacon Capital Management, LLC	9	$1.77K	0.00%	00.0%	Unchanged
Harbour Investments, Inc.	7	$1.38K	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	6	$1.18K	0.00%	+3+100.0%	Added
Corrado Advisors, LLC	6	$1.18K	0.00%	+6	New
My Personal CFO, LLC	6	$1.18K	0.00%	+6	New
ClariVest Asset Management LLC	6	$1.00K	0.00%	+6	New
Versant Capital Management, Inc	5	$984	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	5	$984	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	5	$984	0.00%	+5	New
Blue Bell Private Wealth Management, LLC	4	$787	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	4	$787	0.00%	+2+100.0%	Added
JFS Wealth Advisors, LLC	3	$591	0.00%	−56−94.9%	Reduced
Disciplined Investments, LLC	3	$591	0.00%	+3	New
Institutional & Family Asset Management, LLC	2	$394	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	2	$394	0.00%	+1+100.0%	Added
Focused Wealth Management, Inc	2	$394	0.00%	+2	New
Huntington National Bank	1	$197	0.00%	−250−99.6%	Reduced
Sofos Investments, Inc.	197	$80	0.00%	−1,196−85.9%	Reduced
Retirement Group, LLC	1	$0	0.00%	+1	New
Steward Financial Group LLC	1	$0	0.00%	+1	New
VitalStone Financial, LLC	1	$0	0.00%	+1	New
Transamerica Financial Advisors, Inc.	1	–	–	00.0%	Unchanged
Eventide Asset Management, LLC	0	$0	0.00%	−289,160−100.0%	Sold out
Capital International Investors	0	$0	0.00%	−238,296−100.0%	Sold out
Rokos Capital Management LLP	0	$0	0.00%	−139,088−100.0%	Sold out
Altimeter Capital Management, LPSuperinvestorAltimeter Capital	0	$0	0.00%	−92,610−100.0%	Sold out
La Financiere de L'Echiquier	0	$0	0.00%	−78,000−100.0%	Sold out
ExodusPoint Capital Management, LP	0	$0	0.00%	−59,274−100.0%	Sold out
Qube Research & Technologies Ltd	0	$0	0.00%	−50,780−100.0%	Sold out
AnglePoint Asset Management Ltd	0	$0	0.00%	−37,100−100.0%	Sold out
Cinctive Capital Management LP	0	$0	0.00%	−35,577−100.0%	Sold out
Whetstone Capital Advisors, LLC	0	$0	0.00%	−30,277−100.0%	Sold out
GAM Holding AG	0	$0	0.00%	−30,231−100.0%	Sold out
Highside Global Management LLC	0	$0	0.00%	−29,200−100.0%	Sold out
Armistice Capital, LLC	0	$0	0.00%	−27,000−100.0%	Sold out
Junson Asset Management (Hong Kong) Ltd	0	$0	0.00%	−24,400−100.0%	Sold out
Stony Point Capital LLC	0	$0	0.00%	−24,063−100.0%	Sold out
Maven Securities LTD	0	$0	0.00%	−22,886−100.0%	Sold out
Point72 Hong Kong Ltd	0	$0	0.00%	−22,494−100.0%	Sold out
KCL Capital, L.P.	0	$0	0.00%	−20,000−100.0%	Sold out
Crestline Management, LP	0	$0	0.00%	−19,265−100.0%	Sold out
MYDA Advisors LLC	0	$0	0.00%	−18,000−100.0%	Sold out
Ivy Lane Capital Management, LLC	0	$0	0.00%	−18,000−100.0%	Sold out
Brookfield Asset Management Inc.	0	$0	0.00%	−16,991−100.0%	Sold out
Formula Growth Ltd	0	$0	0.00%	−16,000−100.0%	Sold out
Duality Advisers, LP	0	$0	0.00%	−12,228−100.0%	Sold out
Center Lake Capital Management, LLC	0	$0	0.00%	−10,000−100.0%	Sold out
Andar Capital Management HK Ltd	0	$0	0.00%	−8,500−100.0%	Sold out
Interval Partners, LP	0	$0	0.00%	−7,500−100.0%	Sold out
FORA Capital, LLC	0	$0	0.00%	−6,558−100.0%	Sold out
Seven Eight Capital, LP	0	$0	0.00%	−6,486−100.0%	Sold out
CloudAlpha Capital Management Limited/Hong Kong	0	$0	0.00%	−6,000−100.0%	Sold out
Morgens Waterfall Vintiadis & Co Inc	0	$0	0.00%	−5,500−100.0%	Sold out
Chilton Investment Co LLC	0	$0	0.00%	−5,419−100.0%	Sold out
Echo Street Capital Management LLC	0	$0	0.00%	−4,974−100.0%	Sold out
Octahedron Capital Management L.P.	0	$0	0.00%	−4,600−100.0%	Sold out
Virtu Financial LLC	0	$0	0.00%	−3,112−100.0%	Sold out
Blueshift Asset Management, LLC	0	$0	0.00%	−2,965−100.0%	Sold out
Steel Peak Wealth Management LLC	0	$0	0.00%	−2,925−100.0%	Sold out
Gyon Technologies Capital Management, LP	0	$0	0.00%	−2,879−100.0%	Sold out
Tocqueville Asset Management L.P.	0	$0	0.00%	−2,625−100.0%	Sold out
Commerce Bank	0	$0	0.00%	−2,536−100.0%	Sold out
Healthcare of Ontario Pension Plan Trust Fund	0	$0	0.00%	−2,379−100.0%	Sold out
AlphaCrest Capital Management LLC	0	$0	0.00%	−2,135−100.0%	Sold out
Eqis Capital Management, Inc.	0	$0	0.00%	−2,134−100.0%	Sold out
Vident Investment Advisory, LLC	0	$0	0.00%	−2,227−100.0%	Sold out
Private Advisor Group, LLC	0	$0	0.00%	−2,012−100.0%	Sold out
Enlightenment Research, LLC	0	$0	0.00%	−1,900−100.0%	Sold out
Calamos Advisors LLC	0	$0	0.00%	−1,693−100.0%	Sold out
CenterStar Asset Management, LLC	0	$0	0.00%	–	Sold out
Winton Group Ltd	0	$0	0.00%	−1,658−100.0%	Sold out
Lincoln National Corp	0	$0	0.00%	−1,629−100.0%	Sold out
New York Life Investments Alternatives	0	$0	0.00%	−1,554−100.0%	Sold out
Kornitzer Capital Management Inc	0	$0	0.00%	−1,550−100.0%	Sold out
Mirador Capital Partners LP	0	$0	0.00%	−1,172−100.0%	Sold out
qPULA Trading Management LP	0	$0	0.00%	−1,158−100.0%	Sold out
Zeke Capital Advisors, LLC	0	$0	0.00%	−1,137−100.0%	Sold out
Laurel Wealth Advisors, Inc.	0	$0	0.00%	−1,069−100.0%	Sold out
9258 Wealth Management, LLC	0	$0	0.00%	−1,029−100.0%	Sold out
Full Sail Capital, LLC	0	$0	0.00%	−1,015−100.0%	Sold out
BIT Capital GmbH	0	$0	0.00%	−715−100.0%	Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0	$0	0.00%	−215−100.0%	Sold out
Sentry Investment Management LLC	0	$0	0.00%	−168−100.0%	Sold out
John W. Brooker & Co., CPAs	0	$0	0.00%	−100−100.0%	Sold out
HBC Financial Services, PLLC	0	$0	0.00%	−300−100.0%	Sold out
Riverview Trust Co	0	$0	0.00%	−84−100.0%	Sold out
MUFG Americas Holdings Corp	0	$0	0.00%	−50−100.0%	Sold out
HHM Wealth Advisors, LLC	0	$0	0.00%	−42−100.0%	Sold out
Annapolis Financial Services, LLC	0	$0	0.00%	−19−100.0%	Sold out
Standard Family Office LLC	0	$0	0.00%	−11−100.0%	Sold out
Dark Forest Capital Management LP	0	$0	0.00%	−9−100.0%	Sold out
Capital Analysts, LLC	0	$0	0.00%	−6−100.0%	Sold out
TD Private Client Wealth LLC	0	$0	0.00%	−2−100.0%	Sold out
Cullen/Frost Bankers, Inc.	0	$0	0.00%	−2−100.0%	Sold out
Toth Financial Advisory Corp	0	$0	0.00%	−1−100.0%	Sold out
Lee Financial Co	0	$0	0.00%	−1−100.0%	Sold out
Community Bank, N.A.	0	$0	0.00%	−2−100.0%	Sold out
Noked Capital LTD	–	–	–	–	Not filed
Eaton Vance Management	–	–	–	–	Not filed
NuWave Investment Management, LLC	–	–	–	–	Not filed