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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, Q1 2023

Institutional positions in MongoDB, Inc. as of Mar 31, 2023. 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
528
+15 vs. Q4 2022
Shares held
63.4M
+1.34M (+2.2%) vs. Q4 2022
Total value
$14.8B
+$2.56B (+20.9%) vs. Q4 2022
New holders
84
197 more added
Sold out
69
169 more reduced

9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 528 institutions
Q1 2021: 468 institutionsQ2 2021: 463 institutionsQ3 2021: 511 institutionsQ4 2021: 561 institutionsQ1 2022: 571 institutionsQ2 2022: 539 institutionsQ3 2022: 509 institutionsQ4 2022: 522 institutionsQ1 2023: 528 institutionsQ2 2023: 663 institutionsQ3 2023: 668 institutionsQ4 2023: 748 institutionsQ1 2024: 737 institutionsQ2 2024: 662 institutionsQ3 2024: 667 institutionsQ4 2024: 713 institutionsQ1 2025: 663 institutionsQ2 2025: 693 institutionsQ3 2025: 778 institutionsQ4 2025: 915 institutionsQ1 2026: 817 institutionsQ2 2026: 875 institutions
Value heldQ1 2023: $14.8B
Q1 2021: $14.2BQ2 2021: $21.1BQ3 2021: $27.9BQ4 2021: $31.7BQ1 2022: $26.8BQ2 2022: $16.0BQ3 2022: $12.3BQ4 2022: $12.2BQ1 2023: $14.8BQ2 2023: $26.1BQ3 2023: $22.3BQ4 2023: $26.4BQ1 2024: $23.5BQ2 2024: $17.0BQ3 2024: $18.2BQ4 2024: $15.3BQ1 2025: $12.1BQ2 2025: $14.5BQ3 2025: $22.7BQ4 2025: $30.5BQ1 2026: $17.5BQ2 2026: $25.0B
Institutions holding MDB and their total value by quarter
QuarterHoldersValue
Q2 2026875$25.0B
Q1 2026817$17.5B
Q4 2025915$30.5B
Q3 2025778$22.7B
Q2 2025693$14.5B
Q1 2025663$12.1B
Q4 2024713$15.3B
Q3 2024667$18.2B
Q2 2024662$17.0B
Q1 2024737$23.5B
Q4 2023748$26.4B
Q3 2023668$22.3B
Q2 2023663$26.1B
Q1 2023528$14.8B
Q4 2022522$12.2B
Q3 2022509$12.3B
Q2 2022539$16.0B
Q1 2022571$26.8B
Q4 2021561$31.7B
Q3 2021511$27.9B
Q2 2021463$21.1B
Q1 2021468$14.2B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q4 2022.

Institutions holding MDB in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Group, LLC1$00.00%00.0%Unchanged
Steward Financial Group LLC1$00.00%00.0%Unchanged
Avion Wealth1$00.00%+1New
Ahrens Investment Partners LLC1$2330.00%+1New
Schubert & Co1$2340.00%+1New
True Wealth Design, LLC1$2340.00%+1New
Disciplined Investments, LLC2$4660.00%−1−33.3%Reduced
Institutional & Family Asset Management, LLC2$4660.00%00.0%Unchanged
McIlrath & Eck, LLC2$4660.00%+2New
Grey Fox Wealth Advisors, LLC2$4660.00%+2New
Blue Bell Private Wealth Management, LLC4$9320.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.4$9320.00%+4New
BerganKDV Wealth Management, LLC4$9330.00%00.0%Unchanged
Ronald Blue Trust, Inc.5$1.00K0.00%−4−44.4%Reduced
Baker Avenue Asset Management, LP5$1.17K0.00%−5−50.0%Reduced
Raffa Wealth Management, LLC5$1.17K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.17K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.6$1.40K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.6$1.40K0.00%+6New
Private Ocean, LLC7$1.63K0.00%+7New
FNY Investment Advisers, LLC11$2.00K0.00%+11New
Beacon Capital Management, LLC9$2.10K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC9$2.10K0.00%+6+200.0%Added
Tilia Fiduciary Partners, Inc.10$2.33K0.00%00.0%Unchanged
Versant Capital Management, Inc10$2.33K0.00%+5+100.0%Added
Harbour Investments, Inc.11$2.56K0.00%+4+57.1%Added
Salem Investment Counselors Inc11$2.56K0.00%00.0%Unchanged
Atticus Wealth Management, LLC11$2.56K0.00%00.0%Unchanged
Ancora Advisors, LLC12$2.80K0.00%−44−78.6%Reduced
RFP Financial Group LLC12$2.80K0.00%00.0%Unchanged
Massmutual Trust Co FSB12$2.80K0.00%00.0%Unchanged
25 LLC15$3.70K0.00%+15New
Zions Bancorporation, N.A.16$3.73K0.00%00.0%Unchanged
Huntington National Bank17$3.96K0.00%+16+1,600.0%Added
Grove Bank & Trust18$4.20K0.00%+18New
Glassman Wealth Services21$4.90K0.00%−1−4.5%Reduced
Hantz Financial Services, Inc.21$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc22$5.13K0.00%−4−15.4%Reduced
Earnest Partners LLC28$6.53K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna30$6.57K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC29$7.00K0.00%−44−60.3%Reduced
Liberty One Investment Management, LLC33$7.69K0.00%+33New
Parkside Financial Bank & Trust34$7.93K0.00%00.0%Unchanged
Loomis Sayles & Co L P39$9.00K0.00%+25+178.6%Added
ICA Group Wealth Management, LLC40$9.32K0.00%00.0%Unchanged
NewSquare Capital LLC41$9.56K0.00%+24+141.2%Added
Covestor Ltd43$10.0K0.01%−48−52.7%Reduced
Ameritas Advisory Services, LLC47$10.5K0.00%+47New
Sunbelt Securities, Inc.49$10.7K0.00%+49New
Hexagon Capital Partners LLC49$11.4K0.00%+49New
Pacer Advisors, Inc.51$11.9K0.00%+4+8.5%Added
Raleigh Capital Management Inc.52$12.1K0.01%+52New
Financial Freedom, LLC53$12.4K0.01%00.0%Unchanged
Rise Advisors, LLC53$12.4K0.01%+2+3.9%Added
Private Trust Co NA53$12.4K0.00%+53New
Park Place Capital Corp55$12.8K0.00%+30+120.0%Added
Steward Partners Investment Advisory, LLC57$13.3K0.00%−3−5.0%Reduced
Kistler-Tiffany Companies, LLC62$14.5K0.00%00.0%Unchanged
Riverview Trust Co68$15.9K0.01%+68New
First Financial Corp80$18.6K0.01%00.0%Unchanged
Montag A & Associates Inc81$18.9K0.00%+2+2.5%Added
Eventide Asset Management, LLC81$18.9K0.00%+81New
Quintet Private Bank (Europe) S.A.82$19.1K0.00%+82New
JJJ Advisors Inc.86$19.2K0.01%00.0%Unchanged
Sandy Spring Bank85$19.8K0.00%00.0%Unchanged
Adirondack Trust Co88$20.5K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.90$21.0K0.01%00.0%Unchanged
GWM Advisors LLC93$21.7K0.00%−285−75.4%Reduced
Bartlett & Co. LLC100$23.0K0.00%00.0%Unchanged
Central Trust Co100$23.3K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$23.3K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC100$23.3K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co105$24.5K0.00%−2−1.9%Reduced
AdvisorNet Financial, Inc106$24.7K0.00%+1+1.0%Added
CVA Family Office, LLC110$25.6K0.01%00.0%Unchanged
Financial Avengers, Inc.120$28.0K0.02%00.0%Unchanged
Abound Wealth Management124$28.9K0.01%00.0%Unchanged
Global Retirement Partners, LLC134$29.6K0.00%+104+346.7%Added
Cambridge Trust Co130$30.3K0.00%00.0%Unchanged
Lumature Wealth Partners, LLC134$31.2K0.02%00.0%Unchanged
Umb Bank N A137$31.9K0.00%00.0%Unchanged
Achmea Investment Management B.V.137$32.0K0.00%−4,328−96.9%Reduced
Proequities, Inc.149$34.7K0.00%+39+35.5%Added
Stonebridge Capital Advisors LLC150$35.0K0.00%00.0%Unchanged
Manchester Capital Management LLC153$35.7K0.00%+153New
Clearstead Advisors, LLC155$36.1K0.00%+155New
Harel Insurance Investments & Financial Services Ltd.170$40.0K0.00%−50−22.7%Reduced
Ci Investments Inc.177$41.0K0.00%−9−4.8%Reduced
Lindbrook Capital, LLC185$43.1K0.01%+14+8.2%Added
Geneos Wealth Management Inc.191$44.5K0.00%+8+4.4%Added
Centiva Capital, LP195$45.5K0.00%+195New
Alta Advisers Ltd200$46.6K0.03%00.0%Unchanged
DuPont Capital Management Corp211$49.2K0.00%+161+322.0%Added
First Horizon Advisors, Inc.228$53.1K0.00%+52+29.5%Added
EverSource Wealth Advisors, LLC234$54.5K0.01%−176−42.9%Reduced
TCI Wealth Advisors, Inc.242$56.4K0.01%−50−17.1%Reduced
IFP Advisors, Inc1,232$57.3K0.00%−622−33.5%Reduced
Pittenger & Anderson Inc253$59.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC303$70.6K0.02%00.0%Unchanged
Penserra Capital Management LLC339$79.0K0.00%00.0%Unchanged