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 |
|---|---|---|---|---|---|
| Financial Architects, Inc | 10,000 | $2.33M | 0.37% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 9,920 | $2.31M | 0.06% | −6,345−39.0% | Reduced |
| Commonwealth Equity Services, LLC | 9,889 | $2.31M | 0.01% | −871−8.1% | Reduced |
| Advisor Group Holdings, Inc. | 9,684 | $2.25M | 0.00% | +3,165+48.6% | Added |
| Gulf International Bank (UK) Ltd | 9,066 | $2.11M | 0.04% | −3,081−25.4% | Reduced |
| Xponance, Inc. | 9,049 | $2.11M | 0.03% | +41+0.5% | Added |
| Brookfield Asset Management Inc. | 9,031 | $2.11M | 0.01% | +9,031 | New |
| Public Employees Retirement Association of Colorado | 8,973 | $2.09M | 0.01% | −1,444−13.9% | Reduced |
| AQR Capital Management LLC | 9,287 | $2.06M | 0.00% | −21,708−70.0% | Reduced |
| Alamar Capital Management, LLC | 8,846 | $2.06M | 1.72% | +8,846 | New |
| Dai-Ichi Life Insurance Company, Ltd | 8,588 | $2.00M | 0.04% | −4,000−31.8% | Reduced |
| Allianz Asset Management GmbH | 8,585 | $2.00M | 0.00% | +8,585 | New |
| Alps Advisors Inc | 8,503 | $1.98M | 0.02% | −365−4.1% | Reduced |
| Lazard Asset Management LLC | 8,313 | $1.94M | 0.00% | −8,311−50.0% | Reduced |
| Nissay Asset Management Corp | 7,889 | $1.84M | 0.02% | −208−2.6% | Reduced |
| Sycomore Asset Management | 8,715 | $1.84M | 0.53% | +8,715 | New |
| Amalgamated Bank | 7,656 | $1.78M | 0.02% | +98+1.3% | Added |
| State of Alaska, Department of Revenue | 7,656 | $1.78M | 0.02% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 7,650 | $1.78M | 0.08% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,642 | $1.78M | 0.01% | −29−0.4% | Reduced |
| Vista Wealth Management Group, LLC | 7,289 | $1.70M | 0.19% | +10.0% | Added |
| Sculptor Capital LP | 7,282 | $1.70M | 0.04% | −1,468−16.8% | Reduced |
| Principal Financial Group Inc | 7,068 | $1.65M | 0.00% | −1,384−16.4% | Reduced |
| SYSTM Wealth Solutions LLC | 6,983 | $1.63M | 0.25% | +4,209+151.7% | Added |
| Tairen Capital Ltd | 6,802 | $1.59M | 0.24% | +6,802 | New |
| Mariner, LLC | 6,699 | $1.56M | 0.00% | +1,646+32.6% | Added |
| Vontobel Holding Ltd. | 6,618 | $1.54M | 0.01% | −3,295−33.2% | Reduced |
| First Growth Investment Manager LP | 6,500 | $1.52M | 2.83% | +2,350+56.6% | 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 |
| JustInvest LLC | 6,362 | $1.48M | 0.05% | +639+11.2% | Added |
| Baillie Gifford & Co | 6,239 | $1.45M | 0.00% | +2,611+72.0% | Added |
| Tower Research Capital LLC (TRC) | 6,173 | $1.44M | 0.05% | +3,320+116.4% | Added |
| Engineers Gate Manager LP | 6,168 | $1.44M | 0.06% | +4,684+315.6% | Added |
| British Columbia Investment Management Corp | 6,117 | $1.43M | 0.01% | +124+2.1% | Added |
| Stonegate Investment Group, LLC | 6,028 | $1.41M | 0.05% | +526+9.6% | Added |
| Advisory Services Network, LLC | 6,013 | $1.40M | 0.04% | −2,555−29.8% | Reduced |
| Nishkama Capital, LLC | 6,000 | $1.40M | 0.34% | −175,161−96.7% | Reduced |
| Red Spruce Capital, LLC | 5,993 | $1.40M | 0.82% | +16+0.3% | Added |
| Xcel Wealth Management, LLC | 5,988 | $1.40M | 0.49% | +79+1.3% | Added |
| Evolutionary Tree Capital Management, LLC | 5,956 | $1.39M | 1.92% | −6,008−50.2% | Reduced |
| M&T Bank Corp | 5,906 | $1.38M | 0.01% | +31+0.5% | Added |
| Mackenzie Financial Corp | 5,773 | $1.35M | 0.00% | +2,832+96.3% | Added |
| Truist Financial Corp | 5,738 | $1.34M | 0.00% | +756+15.2% | Added |
| Quantinno Capital Management LP | 5,491 | $1.28M | 0.08% | −3,156−36.5% | Reduced |
| Daiwa Securities Group Inc. | 5,461 | $1.27M | 0.01% | +186+3.5% | Added |
| Brighton Jones LLC | 5,449 | $1.27M | 0.07% | +5,449 | New |
| Eagle Asset Management Inc | 5,339 | $1.24M | 0.01% | +5,339 | New |
| Cambridge Investment Research Advisors, Inc. | 5,267 | $1.23M | 0.01% | −420−7.4% | Reduced |
| Maryland State Retirement & Pension System | 5,214 | $1.22M | 0.03% | 00.0% | Unchanged |
| FIL Ltd | 5,136 | $1.20M | 0.00% | −2,478−32.5% | Reduced |
| CIBC Private Wealth Group, LLC | 5,101 | $1.19M | 0.00% | −323−6.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,100 | $1.19M | 1.22% | +1,100+27.5% | Added |
| MML Investors Services, LLC | 5,025 | $1.17M | 0.01% | +1,108+28.3% | Added |
| Firsthand Capital Management, Inc. | 5,000 | $1.17M | 1.27% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,985 | $1.16M | 0.00% | −258−4.9% | Reduced |
| Summit Global Investments | 4,965 | $1.16M | 0.09% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 4,961 | $1.16M | 0.01% | −700−12.4% | Reduced |
| Intech Investment Management LLC | 4,847 | $1.13M | 0.01% | −228−4.5% | Reduced |
| Assetmark, Inc | 4,786 | $1.12M | 0.00% | +724+17.8% | Added |
| L & S Advisors Inc | 4,735 | $1.10M | 0.15% | −923−16.3% | Reduced |
| Creative Planning | 4,721 | $1.10M | 0.00% | +1,416+42.8% | Added |
| Centaurus Financial, Inc. | 4,703 | $1.10M | 0.09% | −297−5.9% | Reduced |
| Harbor Capital Advisors, Inc. | 4,615 | $1.08M | 0.31% | −527−10.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,390 | $1.02M | 0.01% | +1,925+78.1% | Added |
| Schroder Investment Management Group | 4,361 | $1.02M | 0.00% | +131+3.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,356 | $1.02M | 0.02% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 4,266 | $994.5K | 0.05% | −26−0.6% | Reduced |
| Public Sector Pension Investment Board | 4,247 | $990.1K | 0.01% | +590+16.1% | Added |
| Silicon Valley Community Foundation | 4,218 | $983.3K | 0.14% | −99−2.3% | Reduced |
| Ieq Capital, LLC | 4,125 | $961.7K | 0.02% | +482+13.2% | Added |
| CI Private Wealth, LLC | 4,088 | $955.3K | 0.00% | +2,707+196.0% | Added |
| MAI Capital Management | 4,047 | $943.4K | 0.02% | −157−3.7% | Reduced |
| MetLife Investment Management | 4,019 | $936.9K | 0.01% | +10+0.2% | Added |
| Princeton Capital Management LLC | 4,018 | $936.7K | 0.40% | +330+8.9% | Added |
| Nordea Investment Management AB | 4,174 | $927.1K | 0.00% | +318+8.2% | Added |
| F/M Investments LLC | 3,938 | $918.0K | 0.93% | +198+5.3% | Added |
| CM Wealth Advisors LLC | 3,855 | $918.0K | 0.18% | +3,855 | New |
| Cutler Group LP | 3,798 | $885.0K | 0.14% | +1,303+52.2% | Added |
| D. E. Shaw & Co., Inc. | 3,695 | $861.4K | 0.00% | −265,312−98.6% | Reduced |
| Oppenheimer & Co Inc | 3,532 | $823.4K | 0.02% | −21−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,528 | $822.0K | 0.03% | +19+0.5% | Added |
| Nicholas Investment Partners, LP | 3,490 | $813.6K | 0.06% | −3,272−48.4% | Reduced |
| Clearbridge Investments, LLC | 3,478 | $810.8K | 0.00% | −3−0.1% | Reduced |
| Corton Capital Inc. | 3,463 | $807.3K | 0.56% | +60+1.8% | Added |
| Values First Advisors, Inc. | 3,457 | $805.9K | 0.51% | +95+2.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,258 | $759.5K | 0.56% | −25−0.8% | Reduced |
| ETF Managers Group, LLC | 3,188 | $743.2K | 0.02% | −2,389−42.8% | Reduced |
| Greenland Capital Management LP | 3,176 | $740.4K | 0.09% | +3,176 | New |
| Snowden Capital Advisors LLC | 3,129 | $729.4K | 0.03% | +903+40.6% | Added |
| Banco Santander, S.A. | 3,128 | $729.2K | 0.01% | −3,314−51.4% | Reduced |
| Private Advisor Group, LLC | 3,001 | $699.6K | 0.01% | +3,001 | New |
| Twin Focus Capital Partners, LLC | 3,000 | $699.4K | 0.14% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 2,977 | $694.0K | 0.06% | +2,352+376.3% | Added |
| Aft, Forsyth & Company, Inc. | 2,915 | $679.5K | 0.53% | +85+3.0% | Added |
| E. Ohman J:or Asset Management AB | 2,900 | $676.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 2,863 | $667.4K | 0.03% | +1,629+132.0% | Added |
| Toroso Investments, LLC | 2,827 | $659.0K | 0.02% | +144+5.4% | Added |
| Delphia (USA) Inc. | 2,806 | $654.1K | 0.80% | −321−10.3% | Reduced |
| US Bancorp | 2,740 | $638.7K | 0.00% | +530+24.0% | Added |