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 |
|---|---|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | 10 | $2.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $2.33K | 0.00% | +5+100.0% | Added |
| JFS Wealth Advisors, LLC | 9 | $2.10K | 0.00% | +6+200.0% | Added |
| Beacon Capital Management, LLC | 9 | $2.10K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Private Ocean, LLC | 7 | $1.63K | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 6 | $1.40K | 0.00% | +6 | New |
| Baker Avenue Asset Management, LP | 5 | $1.17K | 0.00% | −5−50.0% | Reduced |
| Raffa Wealth Management, LLC | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| BerganKDV Wealth Management, LLC | 4 | $933 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4 | $932 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $932 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 2 | $466 | 0.00% | −1−33.3% | Reduced |
| Institutional & Family Asset Management, LLC | 2 | $466 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2 | $466 | 0.00% | +2 | New |
| Grey Fox Wealth Advisors, LLC | 2 | $466 | 0.00% | +2 | New |
| Schubert & Co | 1 | $234 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $234 | 0.00% | +1 | New |
| Ahrens Investment Partners LLC | 1 | $233 | 0.00% | +1 | New |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Cerity Partners LLC | 1,708 | – | – | −1−0.1% | Reduced |
| VitalStone Financial, LLC | 1 | – | – | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −179,164−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −130,810−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −100,910−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −90,891−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −89,498−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −68,823−100.0% | Sold out |
| Noked Israel Ltd | 0 | $0 | 0.00% | −28,770−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −28,018−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,183−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −19,229−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −17,345−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −15,826−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −15,250−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −13,678−100.0% | Sold out |
| Jetstream Capital LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,406−100.0% | Sold out |
| Crawford Lake Capital Management, LLC | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,491−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −8,390−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,985−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,569−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −6,970−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −6,432−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,067−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −4,553−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,145−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,957−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,952−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,326−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,602−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,968−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,898−100.0% | Sold out |
| Cravens & Co Advisors, LLC | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −1,591−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,384−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Bank of New Hampshire | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Perpetual Investment Management Ltd | – | – | – | – | Not filed |