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.
| 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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 902 | $210.3K | 0.07% | +902 | New |
| Federation des caisses Desjardins du Quebec | 891 | $207.7K | 0.00% | −280−23.9% | Reduced |
| Bokf, NA | 850 | $198.2K | 0.00% | −6,817−88.9% | Reduced |
| Belpointe Asset Management LLC | 830 | $193.5K | 0.01% | +766+1,196.9% | Added |
| Spence Asset Management | 778 | $181.4K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 776 | $180.9K | 0.02% | +776 | New |
| Harvest Fund Management Co., Ltd | 703 | $164.0K | 0.04% | −44−5.9% | Reduced |
| Financial Perspectives, Inc | 697 | $162.5K | 0.08% | 00.0% | Unchanged |
| Truvestments Capital LLC | 650 | $151.5K | 0.08% | −253−28.0% | Reduced |
| Perennial Investment Advisors, LLC | 590 | $137.5K | 0.03% | +590 | New |
| Valley National Advisers Inc | 568 | $127.0K | 0.02% | +154+37.2% | Added |
| Fifth Third Bancorp | 536 | $125.0K | 0.00% | −187−25.9% | Reduced |
| Ossiam | 531 | $123.8K | 0.00% | +122+29.8% | Added |
| Newbridge Financial Services Group, Inc. | 527 | $122.9K | 0.07% | −91−14.7% | Reduced |
| Baldwin Brothers Inc | 515 | $120.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 515 | $120.1K | 0.00% | +7+1.4% | Added |
| Ellevest, Inc. | 437 | $101.9K | 0.01% | +349+396.6% | Added |
| Quent Capital, LLC | 426 | $99.3K | 0.02% | +24+6.0% | Added |
| Quadrant Capital Group LLC | 394 | $91.8K | 0.01% | +17+4.5% | Added |
| Spire Wealth Management | 389 | $90.7K | 0.00% | +389 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $88.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 374 | $87.2K | 0.03% | −104−21.8% | Reduced |
| Meeder Asset Management Inc | 364 | $84.9K | 0.01% | +270+287.2% | Added |
| Advisors Asset Management, Inc. | 354 | $82.5K | 0.00% | −196−35.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 352 | $82.0K | 0.00% | +199+130.1% | Added |
| Penserra Capital Management LLC | 339 | $79.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 303 | $70.6K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 253 | $59.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,232 | $57.3K | 0.00% | −622−33.5% | Reduced |
| TCI Wealth Advisors, Inc. | 242 | $56.4K | 0.01% | −50−17.1% | Reduced |
| EverSource Wealth Advisors, LLC | 234 | $54.5K | 0.01% | −176−42.9% | Reduced |
| First Horizon Advisors, Inc. | 228 | $53.1K | 0.00% | +52+29.5% | Added |
| DuPont Capital Management Corp | 211 | $49.2K | 0.00% | +161+322.0% | Added |
| Alta Advisers Ltd | 200 | $46.6K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 195 | $45.5K | 0.00% | +195 | New |
| Geneos Wealth Management Inc. | 191 | $44.5K | 0.00% | +8+4.4% | Added |
| Lindbrook Capital, LLC | 185 | $43.1K | 0.01% | +14+8.2% | Added |
| Ci Investments Inc. | 177 | $41.0K | 0.00% | −9−4.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 170 | $40.0K | 0.00% | −50−22.7% | Reduced |
| Clearstead Advisors, LLC | 155 | $36.1K | 0.00% | +155 | New |
| Manchester Capital Management LLC | 153 | $35.7K | 0.00% | +153 | New |
| Stonebridge Capital Advisors LLC | 150 | $35.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 149 | $34.7K | 0.00% | +39+35.5% | Added |
| Achmea Investment Management B.V. | 137 | $32.0K | 0.00% | −4,328−96.9% | Reduced |
| Umb Bank N A | 137 | $31.9K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 134 | $31.2K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 130 | $30.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 134 | $29.6K | 0.00% | +104+346.7% | Added |
| Abound Wealth Management | 124 | $28.9K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 120 | $28.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 110 | $25.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 106 | $24.7K | 0.00% | +1+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 105 | $24.5K | 0.00% | −2−1.9% | Reduced |
| Central Trust Co | 100 | $23.3K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $23.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $23.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 93 | $21.7K | 0.00% | −285−75.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 90 | $21.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 88 | $20.5K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 85 | $19.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 86 | $19.2K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 82 | $19.1K | 0.00% | +82 | New |
| Montag A & Associates Inc | 81 | $18.9K | 0.00% | +2+2.5% | Added |
| Eventide Asset Management, LLC | 81 | $18.9K | 0.00% | +81 | New |
| First Financial Corp | 80 | $18.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 68 | $15.9K | 0.01% | +68 | New |
| Kistler-Tiffany Companies, LLC | 62 | $14.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57 | $13.3K | 0.00% | −3−5.0% | Reduced |
| Park Place Capital Corp | 55 | $12.8K | 0.00% | +30+120.0% | Added |
| Financial Freedom, LLC | 53 | $12.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 53 | $12.4K | 0.01% | +2+3.9% | Added |
| Private Trust Co NA | 53 | $12.4K | 0.00% | +53 | New |
| Raleigh Capital Management Inc. | 52 | $12.1K | 0.01% | +52 | New |
| Pacer Advisors, Inc. | 51 | $11.9K | 0.00% | +4+8.5% | Added |
| Hexagon Capital Partners LLC | 49 | $11.4K | 0.00% | +49 | New |
| Sunbelt Securities, Inc. | 49 | $10.7K | 0.00% | +49 | New |
| Ameritas Advisory Services, LLC | 47 | $10.5K | 0.00% | +47 | New |
| Covestor Ltd | 43 | $10.0K | 0.01% | −48−52.7% | Reduced |
| NewSquare Capital LLC | 41 | $9.56K | 0.00% | +24+141.2% | Added |
| ICA Group Wealth Management, LLC | 40 | $9.32K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 39 | $9.00K | 0.00% | +25+178.6% | Added |
| Parkside Financial Bank & Trust | 34 | $7.93K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 33 | $7.69K | 0.00% | +33 | New |
| Capital Advisors, Ltd. LLC | 29 | $7.00K | 0.00% | −44−60.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 30 | $6.57K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 28 | $6.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $5.13K | 0.00% | −4−15.4% | Reduced |
| Hantz Financial Services, Inc. | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 21 | $4.90K | 0.00% | −1−4.5% | Reduced |
| Grove Bank & Trust | 18 | $4.20K | 0.00% | +18 | New |
| Huntington National Bank | 17 | $3.96K | 0.00% | +16+1,600.0% | Added |
| Zions Bancorporation, N.A. | 16 | $3.73K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 15 | $3.70K | 0.00% | +15 | New |
| Ancora Advisors, LLC | 12 | $2.80K | 0.00% | −44−78.6% | Reduced |
| RFP Financial Group LLC | 12 | $2.80K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $2.80K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 11 | $2.56K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 11 | $2.56K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $2.56K | 0.00% | +4+57.1% | Added |