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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 2,152 | $501.7K | 0.02% | −10−0.5% | Reduced |
| Western Wealth Management, LLC | 2,162 | $504.0K | 0.05% | +98+4.7% | Added |
| Echo Street Capital Management LLC | 2,170 | $505.9K | 0.00% | +2,170 | New |
| Guardian Capital LP | 2,191 | $510.8K | 0.02% | +2,191 | New |
| The PNC Financial Services Group, Inc. | 2,204 | $513.8K | 0.00% | +11+0.5% | Added |
| Cetera Investment Advisers | 2,205 | $514.0K | 0.00% | +699+46.4% | Added |
| Assenagon Asset Management S.A. | 2,207 | $514.5K | 0.00% | −379−14.7% | Reduced |
| Wealthfront Advisers LLC | 2,226 | $518.9K | 0.00% | −645−22.5% | Reduced |
| CWM, LLC | 2,235 | $521.0K | 0.00% | +52+2.4% | Added |
| Veritable, L.P. | 2,288 | $533.4K | 0.01% | +2,288 | New |
| Joel Isaacson & Co., LLC | 2,304 | $537.1K | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,305 | $537.3K | 0.00% | −13−0.6% | Reduced |
| Aj Wealth Strategies, LLC | 2,362 | $550.6K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,374 | $553.4K | 0.00% | +945+66.1% | Added |
| Qtron Investments LLC | 2,418 | $563.7K | 0.12% | 00.0% | Unchanged |
| Bamco Inc | 2,430 | $566.5K | 0.00% | −1,167−32.4% | Reduced |
| Karani Asset Management LLC | 2,489 | $580.2K | 0.61% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,493 | $581.0K | 0.00% | −232−8.5% | Reduced |
| LBMC Investment Advisors, LLC | 2,500 | $582.8K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,556 | $595.9K | 0.05% | −6−0.2% | Reduced |
| IMA Wealth, Inc. | 2,600 | $606.1K | 0.16% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,603 | $606.8K | 0.03% | −89−3.3% | Reduced |
| Ethic Inc. | 2,663 | $620.8K | 0.03% | +118+4.6% | Added |
| Brown Brothers Harriman & Co | 2,715 | $632.9K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,718 | $634.0K | 0.00% | +1,206+79.8% | Added |
| US Bancorp | 2,740 | $638.7K | 0.00% | +530+24.0% | Added |
| Delphia (USA) Inc. | 2,806 | $654.1K | 0.80% | −321−10.3% | Reduced |
| Toroso Investments, LLC | 2,827 | $659.0K | 0.02% | +144+5.4% | Added |
| Diversified Trust Co | 2,863 | $667.4K | 0.03% | +1,629+132.0% | Added |
| E. Ohman J:or Asset Management AB | 2,900 | $676.0K | 0.03% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,915 | $679.5K | 0.53% | +85+3.0% | Added |
| Yarbrough Capital, LLC | 2,977 | $694.0K | 0.06% | +2,352+376.3% | Added |
| Twin Focus Capital Partners, LLC | 3,000 | $699.4K | 0.14% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,001 | $699.6K | 0.01% | +3,001 | New |
| Banco Santander, S.A. | 3,128 | $729.2K | 0.01% | −3,314−51.4% | Reduced |
| Snowden Capital Advisors LLC | 3,129 | $729.4K | 0.03% | +903+40.6% | Added |
| Greenland Capital Management LP | 3,176 | $740.4K | 0.09% | +3,176 | New |
| ETF Managers Group, LLC | 3,188 | $743.2K | 0.02% | −2,389−42.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 3,258 | $759.5K | 0.56% | −25−0.8% | Reduced |
| Values First Advisors, Inc. | 3,457 | $805.9K | 0.51% | +95+2.8% | Added |
| Corton Capital Inc. | 3,463 | $807.3K | 0.56% | +60+1.8% | Added |
| Clearbridge Investments, LLC | 3,478 | $810.8K | 0.00% | −3−0.1% | Reduced |
| Nicholas Investment Partners, LP | 3,490 | $813.6K | 0.06% | −3,272−48.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,528 | $822.0K | 0.03% | +19+0.5% | Added |
| Oppenheimer & Co Inc | 3,532 | $823.4K | 0.02% | −21−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 3,695 | $861.4K | 0.00% | −265,312−98.6% | Reduced |
| Cutler Group LP | 3,798 | $885.0K | 0.14% | +1,303+52.2% | Added |
| CM Wealth Advisors LLC | 3,855 | $918.0K | 0.18% | +3,855 | New |
| F/M Investments LLC | 3,938 | $918.0K | 0.93% | +198+5.3% | Added |
| Nordea Investment Management AB | 4,174 | $927.1K | 0.00% | +318+8.2% | Added |
| Princeton Capital Management LLC | 4,018 | $936.7K | 0.40% | +330+8.9% | Added |
| MetLife Investment Management | 4,019 | $936.9K | 0.01% | +10+0.2% | Added |
| MAI Capital Management | 4,047 | $943.4K | 0.02% | −157−3.7% | Reduced |
| CI Private Wealth, LLC | 4,088 | $955.3K | 0.00% | +2,707+196.0% | Added |
| Ieq Capital, LLC | 4,125 | $961.7K | 0.02% | +482+13.2% | Added |
| Silicon Valley Community Foundation | 4,218 | $983.3K | 0.14% | −99−2.3% | Reduced |
| Public Sector Pension Investment Board | 4,247 | $990.1K | 0.01% | +590+16.1% | Added |
| Emerald Advisers, LLC | 4,266 | $994.5K | 0.05% | −26−0.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,356 | $1.02M | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 4,361 | $1.02M | 0.00% | +131+3.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,390 | $1.02M | 0.01% | +1,925+78.1% | Added |
| Harbor Capital Advisors, Inc. | 4,615 | $1.08M | 0.31% | −527−10.2% | Reduced |
| Centaurus Financial, Inc. | 4,703 | $1.10M | 0.09% | −297−5.9% | Reduced |
| Creative Planning | 4,721 | $1.10M | 0.00% | +1,416+42.8% | Added |
| L & S Advisors Inc | 4,735 | $1.10M | 0.15% | −923−16.3% | Reduced |
| Assetmark, Inc | 4,786 | $1.12M | 0.00% | +724+17.8% | Added |
| Intech Investment Management LLC | 4,847 | $1.13M | 0.01% | −228−4.5% | Reduced |
| Pinebridge Investments, L.P. | 4,961 | $1.16M | 0.01% | −700−12.4% | Reduced |
| Summit Global Investments | 4,965 | $1.16M | 0.09% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,985 | $1.16M | 0.00% | −258−4.9% | Reduced |
| Firsthand Capital Management, Inc. | 5,000 | $1.17M | 1.27% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,025 | $1.17M | 0.01% | +1,108+28.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,100 | $1.19M | 1.22% | +1,100+27.5% | Added |
| CIBC Private Wealth Group, LLC | 5,101 | $1.19M | 0.00% | −323−6.0% | Reduced |
| FIL Ltd | 5,136 | $1.20M | 0.00% | −2,478−32.5% | Reduced |
| Maryland State Retirement & Pension System | 5,214 | $1.22M | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,267 | $1.23M | 0.01% | −420−7.4% | Reduced |
| Eagle Asset Management Inc | 5,339 | $1.24M | 0.01% | +5,339 | New |
| Brighton Jones LLC | 5,449 | $1.27M | 0.07% | +5,449 | New |
| Daiwa Securities Group Inc. | 5,461 | $1.27M | 0.01% | +186+3.5% | Added |
| Quantinno Capital Management LP | 5,491 | $1.28M | 0.08% | −3,156−36.5% | Reduced |
| Truist Financial Corp | 5,738 | $1.34M | 0.00% | +756+15.2% | Added |
| Mackenzie Financial Corp | 5,773 | $1.35M | 0.00% | +2,832+96.3% | Added |
| M&T Bank Corp | 5,906 | $1.38M | 0.01% | +31+0.5% | Added |
| Evolutionary Tree Capital Management, LLC | 5,956 | $1.39M | 1.92% | −6,008−50.2% | Reduced |
| Xcel Wealth Management, LLC | 5,988 | $1.40M | 0.49% | +79+1.3% | Added |
| Red Spruce Capital, LLC | 5,993 | $1.40M | 0.82% | +16+0.3% | Added |
| Nishkama Capital, LLC | 6,000 | $1.40M | 0.34% | −175,161−96.7% | Reduced |
| Advisory Services Network, LLC | 6,013 | $1.40M | 0.04% | −2,555−29.8% | Reduced |
| Stonegate Investment Group, LLC | 6,028 | $1.41M | 0.05% | +526+9.6% | Added |
| British Columbia Investment Management Corp | 6,117 | $1.43M | 0.01% | +124+2.1% | Added |
| Engineers Gate Manager LP | 6,168 | $1.44M | 0.06% | +4,684+315.6% | Added |
| Tower Research Capital LLC (TRC) | 6,173 | $1.44M | 0.05% | +3,320+116.4% | Added |
| Baillie Gifford & Co | 6,239 | $1.45M | 0.00% | +2,611+72.0% | Added |
| JustInvest LLC | 6,362 | $1.48M | 0.05% | +639+11.2% | Added |
| Brinker Capital Investments, LLC | 6,448 | $1.50M | 0.02% | +2,025+45.8% | Added |
| Orion Portfolio Solutions, LLC | 6,448 | $1.50M | 0.02% | +6,448 | New |
| First Growth Investment Manager LP | 6,500 | $1.52M | 2.83% | +2,350+56.6% | Added |
| Vontobel Holding Ltd. | 6,618 | $1.54M | 0.01% | −3,295−33.2% | Reduced |
| Mariner, LLC | 6,699 | $1.56M | 0.00% | +1,646+32.6% | Added |