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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 352 | $82.0K | 0.00% | +199+130.1% | Added |
| Advisors Asset Management, Inc. | 354 | $82.5K | 0.00% | −196−35.6% | Reduced |
| Meeder Asset Management Inc | 364 | $84.9K | 0.01% | +270+287.2% | Added |
| Farther Finance Advisors, LLC | 374 | $87.2K | 0.03% | −104−21.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $88.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 389 | $90.7K | 0.00% | +389 | New |
| Quadrant Capital Group LLC | 394 | $91.8K | 0.01% | +17+4.5% | Added |
| Quent Capital, LLC | 426 | $99.3K | 0.02% | +24+6.0% | Added |
| Ellevest, Inc. | 437 | $101.9K | 0.01% | +349+396.6% | Added |
| Baldwin Brothers Inc | 515 | $120.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 515 | $120.1K | 0.00% | +7+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 527 | $122.9K | 0.07% | −91−14.7% | Reduced |
| Ossiam | 531 | $123.8K | 0.00% | +122+29.8% | Added |
| Fifth Third Bancorp | 536 | $125.0K | 0.00% | −187−25.9% | Reduced |
| Valley National Advisers Inc | 568 | $127.0K | 0.02% | +154+37.2% | Added |
| Perennial Investment Advisors, LLC | 590 | $137.5K | 0.03% | +590 | New |
| Truvestments Capital LLC | 650 | $151.5K | 0.08% | −253−28.0% | Reduced |
| Financial Perspectives, Inc | 697 | $162.5K | 0.08% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 703 | $164.0K | 0.04% | −44−5.9% | Reduced |
| Ostrum Asset Management | 776 | $180.9K | 0.02% | +776 | New |
| Spence Asset Management | 778 | $181.4K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 830 | $193.5K | 0.01% | +766+1,196.9% | Added |
| Bokf, NA | 850 | $198.2K | 0.00% | −6,817−88.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 891 | $207.7K | 0.00% | −280−23.9% | Reduced |
| Insigneo Advisory Services, LLC | 902 | $210.3K | 0.07% | +902 | New |
| Seaport Global Advisors, LLC | 913 | $212.8K | 0.67% | −475−34.2% | Reduced |
| Blueshift Asset Management, LLC | 932 | $217.3K | 0.09% | +932 | New |
| D.A. Davidson & Co. | 945 | $220.3K | 0.00% | −1,000−51.4% | Reduced |
| American International Group, Inc. | 987 | $230.1K | 0.00% | −29−2.9% | Reduced |
| Anchor Investment Management, LLC | 1,000 | $233.1K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,005 | $234.3K | 0.01% | +1,005 | New |
| Crewe Advisors LLC | 1,029 | $239.9K | 0.03% | −6−0.6% | Reduced |
| Wedbush Securities Inc | 1,031 | $240.0K | 0.01% | +1,031 | New |
| Mutual of America Capital Management LLC | 1,072 | $249.9K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 1,078 | $251.3K | 0.02% | +1,078 | New |
| Fulton Bank, N.A. | 1,097 | $255.7K | 0.01% | +1,097 | New |
| Chicago Partners Investment Group LLC | 1,149 | $257.3K | 0.02% | +1,149 | New |
| Kestra Advisory Services, LLC | 1,113 | $259.5K | 0.00% | +92+9.0% | Added |
| Sepio Capital, LP | 1,113 | $259.5K | 0.02% | −70−5.9% | Reduced |
| Boston Private Wealth LLC | 1,120 | $261.1K | 0.00% | +1,120 | New |
| Nisa Investment Advisors, LLC | 1,140 | $266.0K | 0.00% | −9,200−89.0% | Reduced |
| Bleakley Financial Group, LLC | 1,144 | $266.7K | 0.01% | +58+5.3% | Added |
| Sawtooth Solutions, LLC | 1,144 | $266.7K | 0.01% | +1,144 | New |
| Riverstone Advisors, LLC | 1,156 | $269.5K | 0.17% | +1,156 | New |
| Royal Fund Management, LLC | 1,200 | $279.7K | 0.04% | −900−42.9% | Reduced |
| AM Squared Ltd | 1,200 | $279.7K | 0.22% | +300+33.3% | Added |
| Commerce Bank | 1,201 | $280.0K | 0.00% | +1,201 | New |
| Gsa Capital Partners LLP | 1,218 | $284.0K | 0.03% | −4,884−80.0% | Reduced |
| Independent Advisor Alliance | 1,224 | $285.3K | 0.01% | +1,224 | New |
| DC Investments Management, LLC | 1,229 | $286.5K | 0.34% | +1,229 | New |
| Independent Financial Group, LLC | 1,247 | $290.7K | 0.02% | +1,247 | New |
| Regal Investment Advisors LLC | 1,249 | $291.2K | 0.03% | −142−10.2% | Reduced |
| Wetherby Asset Management Inc | 1,299 | $302.8K | 0.02% | +161+14.1% | Added |
| Moody National Bank Trust Division | 1,308 | $304.9K | 0.03% | −3−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,309 | $305.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,338 | $311.9K | 0.01% | +158+13.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,369 | $312.1K | 0.00% | +266+24.1% | Added |
| New York Life Investment Management LLC | 1,343 | $313.1K | 0.00% | −15−1.1% | Reduced |
| Clarius Group, LLC | 1,362 | $317.5K | 0.03% | +97+7.7% | Added |
| Robeco Institutional Asset Management B.V. | 1,367 | $318.7K | 0.00% | −103−7.0% | Reduced |
| XTX Topco Ltd | 1,373 | $320.1K | 0.07% | −2,369−63.3% | Reduced |
| Banque Cantonale Vaudoise | 1,385 | $323.0K | 0.02% | +85+6.5% | Added |
| Kornitzer Capital Management Inc | 1,400 | $326.4K | 0.01% | +1,400 | New |
| Veriti Management LLC | 1,405 | $327.5K | 0.04% | −273−16.3% | Reduced |
| Shell Asset Management Co | 1,417 | $330.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,463 | $332.1K | 0.00% | −650−30.8% | Reduced |
| National Asset Management, Inc. | 1,457 | $339.7K | 0.01% | +201+16.0% | Added |
| Cetera Advisor Networks LLC | 1,465 | $341.5K | 0.00% | +51+3.6% | Added |
| EMC Capital Management | 1,500 | $342.0K | 0.29% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,470 | $342.7K | 0.02% | −614−29.5% | Reduced |
| Kovack Advisors, Inc. | 1,491 | $347.6K | 0.05% | −85−5.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,533 | $357.0K | 0.00% | +1,533 | New |
| Synergy Financial Group, LTD | 1,537 | $358.3K | 0.58% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,567 | $365.3K | 0.01% | −53−3.3% | Reduced |
| AXA S.A. | 1,570 | $366.0K | 0.00% | +128+8.9% | Added |
| Dakota Wealth Management | 1,594 | $371.6K | 0.02% | +1,594 | New |
| Brainard Capital Management LLC | 1,600 | $373.0K | 0.29% | 00.0% | Unchanged |
| Vestcor Inc | 1,603 | $374.0K | 0.01% | −5,012−75.8% | Reduced |
| American Century Companies Inc | 1,731 | $379.0K | 0.00% | +433+33.4% | Added |
| Exchange Traded Concepts, LLC | 1,668 | $388.8K | 0.01% | −662−28.4% | Reduced |
| Jackson Square Capital, LLC | 1,669 | $389.1K | 0.17% | 00.0% | Unchanged |
| HM Payson & Co | 1,674 | $390.2K | 0.01% | −5−0.3% | Reduced |
| Leonteq Securities AG | 1,676 | $390.7K | 0.04% | +2+0.1% | Added |
| Graham Capital Management, L.P. | 1,692 | $394.4K | 0.01% | +1,692 | New |
| Tokio Marine Asset Management Co Ltd | 1,770 | $412.6K | 0.03% | +51+3.0% | Added |
| Spouting Rock Asset Management, LLC | 1,795 | $418.4K | 0.15% | −272−13.2% | Reduced |
| Insight Holdings Group, LLC | 1,800 | $419.6K | 0.01% | −38,200−95.5% | Reduced |
| Alberta Investment Management Corp | 1,800 | $419.6K | 0.00% | +1,800 | New |
| Avestar Capital, LLC | 1,811 | $422.2K | 0.09% | 00.0% | Unchanged |
| Weiss Asset Management LP | 1,856 | $432.7K | 0.03% | −920−33.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,863 | $434.3K | 0.00% | +177+10.5% | Added |
| Oppenheimer Asset Management Inc. | 1,865 | $434.8K | 0.01% | +472+33.9% | Added |
| Keebeck Alpha, LP | 1,870 | $435.9K | 0.51% | +1,870 | New |
| Vinva Investment Management Ltd | 2,011 | $440.3K | 0.04% | +2,011 | New |
| Keybank National Association | 1,915 | $446.4K | 0.00% | +331+20.9% | Added |
| WoodTrust Financial Corp | 1,925 | $448.8K | 0.09% | 00.0% | Unchanged |
| Jennison Associates LLC | 1,966 | $458.3K | 0.00% | −2,106−51.7% | Reduced |
| Tudor Investment Corp Et Al | 2,097 | $489.0K | 0.01% | −726−25.7% | Reduced |
| Metis Global Partners, LLC | 2,099 | $489.3K | 0.03% | +384+22.4% | Added |
| Brown Advisory Inc | 2,104 | $490.5K | 0.00% | +610+40.8% | Added |