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Livermore
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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 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, 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
Janney Montgomery Scott LLC2,718$634.0K0.00%+1,206+79.8%Added
Brown Brothers Harriman & Co2,715$632.9K0.01%00.0%Unchanged
Ethic Inc.2,663$620.8K0.03%+118+4.6%Added
Perigon Wealth Management, LLC2,603$606.8K0.03%−89−3.3%Reduced
IMA Wealth, Inc.2,600$606.1K0.16%00.0%Unchanged
Venturi Wealth Management, LLC2,556$595.9K0.05%−6−0.2%Reduced
LBMC Investment Advisors, LLC2,500$582.8K0.06%00.0%Unchanged
Rockefeller Capital Management L.P.2,493$581.0K0.00%−232−8.5%Reduced
Karani Asset Management LLC2,489$580.2K0.61%00.0%Unchanged
Bamco Inc2,430$566.5K0.00%−1,167−32.4%Reduced
Qtron Investments LLC2,418$563.7K0.12%00.0%Unchanged
Guggenheim Capital LLC2,374$553.4K0.00%+945+66.1%Added
Aj Wealth Strategies, LLC2,362$550.6K0.03%00.0%Unchanged
CIBC Asset Management Inc2,305$537.3K0.00%−13−0.6%Reduced
Joel Isaacson & Co., LLC2,304$537.1K0.04%00.0%Unchanged
Veritable, L.P.2,288$533.4K0.01%+2,288New
CWM, LLC2,235$521.0K0.00%+52+2.4%Added
Wealthfront Advisers LLC2,226$518.9K0.00%−645−22.5%Reduced
Assenagon Asset Management S.A.2,207$514.5K0.00%−379−14.7%Reduced
Cetera Investment Advisers2,205$514.0K0.00%+699+46.4%Added
The PNC Financial Services Group, Inc.2,204$513.8K0.00%+11+0.5%Added
Guardian Capital LP2,191$510.8K0.02%+2,191New
Echo Street Capital Management LLC2,170$505.9K0.00%+2,170New
Western Wealth Management, LLC2,162$504.0K0.05%+98+4.7%Added
Carnegie Capital Asset Management, LLC2,152$501.7K0.02%−10−0.5%Reduced
Brown Advisory Inc2,104$490.5K0.00%+610+40.8%Added
Metis Global Partners, LLC2,099$489.3K0.03%+384+22.4%Added
Tudor Investment Corp Et Al2,097$489.0K0.01%−726−25.7%Reduced
Jennison Associates LLC1,966$458.3K0.00%−2,106−51.7%Reduced
WoodTrust Financial Corp1,925$448.8K0.09%00.0%Unchanged
Keybank National Association1,915$446.4K0.00%+331+20.9%Added
Vinva Investment Management Ltd2,011$440.3K0.04%+2,011New
Keebeck Alpha, LP1,870$435.9K0.51%+1,870New
Oppenheimer Asset Management Inc.1,865$434.8K0.01%+472+33.9%Added
Raymond James Financial Services Advisors, Inc.1,863$434.3K0.00%+177+10.5%Added
Weiss Asset Management LP1,856$432.7K0.03%−920−33.1%Reduced
Avestar Capital, LLC1,811$422.2K0.09%00.0%Unchanged
Insight Holdings Group, LLC1,800$419.6K0.01%−38,200−95.5%Reduced
Alberta Investment Management Corp1,800$419.6K0.00%+1,800New
Spouting Rock Asset Management, LLC1,795$418.4K0.15%−272−13.2%Reduced
Tokio Marine Asset Management Co Ltd1,770$412.6K0.03%+51+3.0%Added
Graham Capital Management, L.P.1,692$394.4K0.01%+1,692New
Leonteq Securities AG1,676$390.7K0.04%+2+0.1%Added
HM Payson & Co1,674$390.2K0.01%−5−0.3%Reduced
Jackson Square Capital, LLC1,669$389.1K0.17%00.0%Unchanged
Exchange Traded Concepts, LLC1,668$388.8K0.01%−662−28.4%Reduced
American Century Companies Inc1,731$379.0K0.00%+433+33.4%Added
Vestcor Inc1,603$374.0K0.01%−5,012−75.8%Reduced
Brainard Capital Management LLC1,600$373.0K0.29%00.0%Unchanged
Dakota Wealth Management1,594$371.6K0.02%+1,594New
AXA S.A.1,570$366.0K0.00%+128+8.9%Added
Signaturefd, LLC1,567$365.3K0.01%−53−3.3%Reduced
Synergy Financial Group, LTD1,537$358.3K0.58%00.0%Unchanged
Teachers Retirement System of the State of Kentucky1,533$357.0K0.00%+1,533New
Kovack Advisors, Inc.1,491$347.6K0.05%−85−5.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,470$342.7K0.02%−614−29.5%Reduced
EMC Capital Management1,500$342.0K0.29%00.0%Unchanged
Cetera Advisor Networks LLC1,465$341.5K0.00%+51+3.6%Added
National Asset Management, Inc.1,457$339.7K0.01%+201+16.0%Added
TD Waterhouse Canada Inc.1,463$332.1K0.00%−650−30.8%Reduced
Shell Asset Management Co1,417$330.0K0.01%00.0%Unchanged
Veriti Management LLC1,405$327.5K0.04%−273−16.3%Reduced
Kornitzer Capital Management Inc1,400$326.4K0.01%+1,400New
Banque Cantonale Vaudoise1,385$323.0K0.02%+85+6.5%Added
XTX Topco Ltd1,373$320.1K0.07%−2,369−63.3%Reduced
Robeco Institutional Asset Management B.V.1,367$318.7K0.00%−103−7.0%Reduced
Clarius Group, LLC1,362$317.5K0.03%+97+7.7%Added
New York Life Investment Management LLC1,343$313.1K0.00%−15−1.1%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.1,369$312.1K0.00%+266+24.1%Added
Parallel Advisors, LLC1,338$311.9K0.01%+158+13.4%Added
B. Metzler seel. Sohn & Co. AG1,309$305.2K0.00%00.0%Unchanged
Moody National Bank Trust Division1,308$304.9K0.03%−3−0.2%Reduced
Wetherby Asset Management Inc1,299$302.8K0.02%+161+14.1%Added
Regal Investment Advisors LLC1,249$291.2K0.03%−142−10.2%Reduced
Independent Financial Group, LLC1,247$290.7K0.02%+1,247New
DC Investments Management, LLC1,229$286.5K0.34%+1,229New
Independent Advisor Alliance1,224$285.3K0.01%+1,224New
Gsa Capital Partners LLP1,218$284.0K0.03%−4,884−80.0%Reduced
Commerce Bank1,201$280.0K0.00%+1,201New
Royal Fund Management, LLC1,200$279.7K0.04%−900−42.9%Reduced
AM Squared Ltd1,200$279.7K0.22%+300+33.3%Added
Riverstone Advisors, LLC1,156$269.5K0.17%+1,156New
Bleakley Financial Group, LLC1,144$266.7K0.01%+58+5.3%Added
Sawtooth Solutions, LLC1,144$266.7K0.01%+1,144New
Nisa Investment Advisors, LLC1,140$266.0K0.00%−9,200−89.0%Reduced
Boston Private Wealth LLC1,120$261.1K0.00%+1,120New
Sepio Capital, LP1,113$259.5K0.02%−70−5.9%Reduced
Kestra Advisory Services, LLC1,113$259.5K0.00%+92+9.0%Added
Chicago Partners Investment Group LLC1,149$257.3K0.02%+1,149New
Fulton Bank, N.A.1,097$255.7K0.01%+1,097New
Winton Group Ltd1,078$251.3K0.02%+1,078New
Mutual of America Capital Management LLC1,072$249.9K0.00%00.0%Unchanged
Wedbush Securities Inc1,031$240.0K0.01%+1,031New
Crewe Advisors LLC1,029$239.9K0.03%−6−0.6%Reduced
RSM US Wealth Management LLC1,005$234.3K0.01%+1,005New
Anchor Investment Management, LLC1,000$233.1K0.03%00.0%Unchanged
American International Group, Inc.987$230.1K0.00%−29−2.9%Reduced
D.A. Davidson & Co.945$220.3K0.00%−1,000−51.4%Reduced
Blueshift Asset Management, LLC932$217.3K0.09%+932New
Seaport Global Advisors, LLC913$212.8K0.67%−475−34.2%Reduced