Skip to main content

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, Q2 2023

Institutional positions in MongoDB, Inc. as of Jun 30, 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
663
+138 vs. Q1 2023
Shares held
63.8M
+490.9K (+0.8%) vs. Q1 2023
Total value
$26.1B
+$11.4B (+77.1%) vs. Q1 2023
New holders
183
210 more added
Sold out
45
193 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 663 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 heldQ2 2023: $26.1B
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, Q2 2023

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q1 2023.

Institutions holding MDB in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
VitalStone Financial, LLC1$00.00%00.0%Unchanged
Anchor Investment Management, LLC1$4110.00%−999−99.9%Reduced
True Wealth Design, LLC1$4110.00%00.0%Unchanged
Retirement Group, LLC1$4110.00%00.0%Unchanged
TFC Financial Management1$4110.00%+1New
Institutional & Family Asset Management, LLC2$8220.00%00.0%Unchanged
Disciplined Investments, LLC2$8220.00%00.0%Unchanged
SJS Investment Consulting Inc.2$8220.00%+2New
Financial Synergies Wealth Advisors, Inc.2$8220.00%+2New
Ronald Blue Trust, Inc.3$1.00K0.00%−2−40.0%Reduced
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC3$1.23K0.00%−1−25.0%Reduced
Motco3$1.23K0.00%+3New
Sofos Investments, Inc.411$1.61K0.01%+411New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$1.64K0.00%−1,466−99.7%Reduced
Blue Bell Private Wealth Management, LLC4$1.64K0.00%00.0%Unchanged
Gradient Investments LLC4$1.64K0.00%+4New
Sound Income Strategies, LLC4$1.64K0.00%+4New
Impact Partnership Wealth, LLC4$1.64K0.00%+4New
Baker Avenue Asset Management, LP5$2.06K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$2.06K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$2.06K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.6$2.47K0.00%00.0%Unchanged
Albion Financial Group6$2.47K0.00%+6New
Private Ocean, LLC7$2.88K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.7$2.88K0.00%+7New
Plante Moran Financial Advisors, LLC8$3.29K0.00%+8New
JFS Wealth Advisors, LLC9$3.70K0.00%00.0%Unchanged
Beacon Capital Management, LLC9$3.70K0.00%00.0%Unchanged
Avion Wealth12$4.00K0.00%+11+1,100.0%Added
Tilia Fiduciary Partners, Inc.10$4.11K0.00%00.0%Unchanged
Atticus Wealth Management, LLC11$4.52K0.00%00.0%Unchanged
Ancora Advisors, LLC12$4.93K0.00%00.0%Unchanged
RFP Financial Group LLC12$4.93K0.00%00.0%Unchanged
Harbour Investments, Inc.12$4.93K0.00%+1+9.1%Added
Versant Capital Management, Inc13$5.34K0.00%+3+30.0%Added
Massmutual Trust Co FSB14$5.75K0.00%+2+16.7%Added
Tower View Investment Management & Research LLC15$6.00K0.00%+15New
25 LLC17$6.92K0.00%+2+13.3%Added
Grove Bank & Trust18$7.40K0.00%00.0%Unchanged
Fiduciary Alliance LLC20$8.22K0.00%+20New
Hantz Financial Services, Inc.21$9.00K0.00%00.0%Unchanged
NewSquare Capital LLC23$9.45K0.00%−18−43.9%Reduced
Zions Bancorporation, N.A.24$9.86K0.00%+8+50.0%Added
Salem Investment Counselors Inc26$10.7K0.00%+15+136.4%Added
Earnest Partners LLC28$11.5K0.00%00.0%Unchanged
Glassman Wealth Services28$11.5K0.00%+7+33.3%Added
Huntington National Bank29$11.9K0.00%+12+70.6%Added
Macroview Investment Management LLC29$11.9K0.02%+29New
West Tower Group, LLC29$11.9K0.01%+29New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna30$12.3K0.01%00.0%Unchanged
Bell Investment Advisors, Inc30$12.3K0.00%+8+36.4%Added
Liberty One Investment Management, LLC33$13.6K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC36$14.8K0.00%−21−36.8%Reduced
Cornerstone Planning Group LLC36$14.8K0.01%+36New
Northwest Capital Management Inc38$15.6K0.01%+38New
Front Row Advisors LLC40$16.0K0.01%+40New
ICA Group Wealth Management, LLC40$16.4K0.00%00.0%Unchanged
Rise Advisors, LLC41$16.9K0.01%−12−22.6%Reduced
Covestor Ltd42$18.0K0.01%−1−2.3%Reduced
Creative Financial Designs Inc45$18.5K0.00%+45New
Park Place Capital Corp46$18.9K0.01%−9−16.4%Reduced
Hexagon Capital Partners LLC48$19.7K0.01%−1−2.0%Reduced
Sunbelt Securities, Inc.49$20.1K0.00%00.0%Unchanged
Credit Agricole S A51$21.0K0.00%+51New
Financial Freedom, LLC53$21.8K0.02%00.0%Unchanged
Western Pacific Wealth Management, LP55$22.6K0.02%+55New
Raleigh Capital Management Inc.57$23.4K0.01%+5+9.6%Added
Quarry LP58$23.8K0.02%+58New
Safeguard Financial, LLC59$24.0K0.01%+59New
Private Trust Co NA62$25.5K0.00%+9+17.0%Added
Kistler-Tiffany Companies, LLC62$25.5K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC63$25.9K0.00%+63New
KB Financial Partners, LLC65$27.0K0.01%+65New
Riverview Trust Co68$27.9K0.03%00.0%Unchanged
Capital Advisors, Ltd. LLC67$28.0K0.00%+38+131.0%Added
First Financial Corp80$32.9K0.02%00.0%Unchanged
Montag A & Associates Inc80$32.9K0.00%−1−1.2%Reduced
Sandy Spring Bank85$34.9K0.00%00.0%Unchanged
JJJ Advisors Inc.86$35.3K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.90$37.0K0.02%00.0%Unchanged
Adirondack Trust Co88$37.3K0.02%00.0%Unchanged
Parkside Financial Bank & Trust94$38.6K0.01%+60+176.5%Added
Bartlett & Co. LLC100$41.0K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$41.1K0.00%00.0%Unchanged
Central Trust Co100$41.1K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC100$41.1K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC107$43.1K0.01%+107New
AdvisorNet Financial, Inc109$44.8K0.00%+3+2.8%Added
CVA Family Office, LLC110$45.2K0.01%00.0%Unchanged
St Germain D J Co Inc110$45.2K0.00%+110New
Proequities, Inc.114$46.9K0.00%−35−23.5%Reduced
Financial Avengers, Inc.120$49.3K0.03%00.0%Unchanged
IFP Advisors, Inc1,105$51.4K0.00%−127−10.3%Reduced
Abound Wealth Management127$52.2K0.02%+3+2.4%Added
Cambridge Trust Co130$53.4K0.00%00.0%Unchanged
Global Retirement Partners, LLC132$54.3K0.00%−2−1.5%Reduced
Lumature Wealth Partners, LLC134$55.1K0.03%00.0%Unchanged
Umb Bank N A137$56.3K0.00%00.0%Unchanged
AlphaCentric Advisors LLC137$56.3K0.03%+137New