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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 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
Pacer Advisors, Inc.140$57.5K0.00%+89+174.5%Added
Simplex Trading, LLC150$61.0K0.00%−48,168−99.7%Reduced
Stonebridge Capital Advisors LLC150$61.6K0.01%00.0%Unchanged
Manchester Capital Management LLC154$63.3K0.01%+1+0.7%Added
Harel Insurance Investments & Financial Services Ltd.160$66.0K0.00%−10−5.9%Reduced
Elequin Capital LP163$67.0K0.03%+163New
Ci Investments Inc.188$77.0K0.00%+11+6.2%Added
DuPont Capital Management Corp189$77.7K0.00%−22−10.4%Reduced
Lindbrook Capital, LLC199$81.8K0.01%+14+7.6%Added
Alta Advisers Ltd200$82.2K0.05%00.0%Unchanged
EverSource Wealth Advisors, LLC200$82.2K0.01%−34−14.5%Reduced
First Horizon Advisors, Inc.228$93.7K0.00%00.0%Unchanged
Advisors Asset Management, Inc.245$100.7K0.00%−109−30.8%Reduced
Focused Wealth Management, Inc250$102.7K0.02%+250New
Centiva Capital, LP291$119.6K0.01%+96+49.2%Added
Geneos Wealth Management Inc.291$119.6K0.01%+100+52.4%Added
EMC Capital Management10,727$121.0K0.25%+9,227+615.1%Added
Laurel Wealth Advisors LLC303$124.5K0.03%00.0%Unchanged
Pittenger & Anderson Inc303$124.5K0.01%+50+19.8%Added
GWM Advisors LLC350$143.8K0.00%+257+276.3%Added
Emerald Mutual Fund Advisers Trust352$144.7K0.01%+352New
Hollencrest Capital Management355$145.9K0.02%+355New
Northwestern Mutual Wealth Management Co379$155.8K0.00%+274+261.0%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP380$156.2K0.00%00.0%Unchanged
Spire Wealth Management389$159.9K0.01%00.0%Unchanged
Farther Finance Advisors, LLC390$160.3K0.04%+16+4.3%Added
Quadrant Capital Group LLC390$160.3K0.02%−4−1.0%Reduced
Quent Capital, LLC428$175.9K0.03%+2+0.5%Added
McGlone Suttner Wealth Management, Inc.489$201.0K0.05%+489New
Perennial Investment Advisors, LLC490$201.4K0.04%−100−16.9%Reduced
Tealwood Asset Management Inc491$202.0K0.10%+491New
Truvestments Capital LLC492$202.2K0.10%−158−24.3%Reduced
Allworth Financial LP495$203.4K0.00%−20−3.9%Reduced
Bessemer Group Inc496$204.0K0.00%+496New
Roth Financial Partners LLC500$205.5K0.13%+500New
UniSuper Management Pty Ltd500$205.5K0.00%+500New
Karani Asset Management LLC503$206.7K0.21%−1,986−79.8%Reduced
Newbridge Financial Services Group, Inc.506$208.0K0.10%−21−4.0%Reduced
Dakota Wealth Management510$209.6K0.01%−1,084−68.0%Reduced
Northside Capital Management, LLC510$209.6K0.07%+510New
Baldwin Brothers Inc515$211.7K0.02%00.0%Unchanged
Fiduciary Trust Co523$214.9K0.00%+523New
Meeder Advisory Services, Inc.529$217.4K0.02%+529New
Schechter Investment Advisors, LLC533$219.1K0.02%+533New
Cetera Advisors LLC535$219.9K0.00%+535New
OneAscent Financial Services LLC536$220.0K0.10%+536New
Fifth Third Bancorp537$220.7K0.00%+1+0.2%Added
Summit Trail Advisors, LLC538$221.1K0.01%+538New
CAPROCK Group, Inc.541$222.3K0.02%+541New
Ignite Planners, LLC587$228.1K0.09%+587New
Vestmark Advisory Solutions, Inc.558$229.3K0.01%+558New
Valley National Advisers Inc562$231.0K0.04%−6−1.1%Reduced
ProShare Advisors LLC578$237.6K0.00%+578New
HB Wealth Management, LLC580$238.4K0.00%+580New
Fortis Capital Management LLC591$242.9K0.09%+591New
Sequoia Financial Advisors, LLC594$244.2K0.00%+594New
Diametric Capital, LP595$244.5K0.11%+595New
Nichols & Pratt Advisers LLP600$246.6K0.02%+600New
Kingswood Wealth Advisors, LLC625$256.9K0.08%+625New
OneAscent Wealth Management LLC629$259.0K0.12%+629New
Raymond James Trust N.A.639$262.0K0.01%+639New
Prime Capital Investment Advisors, LLC648$266.3K0.01%+648New
Prospera Financial Services Inc649$266.7K0.01%+649New
Wealth Alliance669$275.0K0.04%+669New
Meiji Yasuda Asset Management Co Ltd.670$275.0K0.01%+670New
Mayflower Financial Advisors, LLC673$276.6K0.04%+673New
Acorn Financial Advisory Services Inc679$279.1K0.05%+679New
Shay Capital LLC695$285.6K0.10%+695New
FDx Advisors, Inc.695$286.0K0.02%+695New
Waterloo Capital, L.P.696$286.0K0.08%+696New
Financial Perspectives, Inc697$286.5K0.13%00.0%Unchanged
Herbst Group, LLC700$287.7K0.20%+700New
Seaport Global Advisors, LLC701$288.1K0.85%−212−23.2%Reduced
Harvest Fund Management Co., Ltd703$289.0K0.06%00.0%Unchanged
Chicago Partners Investment Group LLC725$289.1K0.02%−424−36.9%Reduced
Cornerstone Wealth Management, LLC706$290.2K0.03%+706New
Appleton Partners Inc712$293.0K0.02%+712New
Everhart Financial Group, Inc.714$293.4K0.12%+714New
Cigna Investments Inc715$294.0K0.05%+715New
Wintrust Investments LLC721$296.0K0.03%+721New
EP Wealth Advisors, LLC25,909$297.1K0.00%+25,909New
Yousif Capital Management, LLC727$298.8K0.00%+727New
Spence Asset Management735$302.0K0.08%−43−5.5%Reduced
Advisor Partners II, LLC737$302.8K0.01%+737New
Boothbay Fund Management, LLC739$303.7K0.01%+739New
Magnetar Financial LLC740$304.1K0.01%+740New
Chicago Trust Co NA745$306.2K0.07%+745New
Advisory Research Inc747$307.0K0.04%+747New
Prio Wealth Limited Partnership750$308.2K0.01%+750New
Vident Investment Advisory, LLC752$309.1K0.01%+752New
Mount Lucas Management LP774$318.1K0.11%+774New
Ashton Thomas Private Wealth, LLC776$318.9K0.02%+776New
Ostrum Asset Management777$319.3K0.03%+1+0.1%Added
Bridgefront Capital, LLC782$321.4K0.17%+782New
Prosperity Wealth Management, Inc.790$324.7K0.21%+790New
Awm Capital, LLC800$328.8K0.08%+800New
Stephens Inc819$336.6K0.01%+819New
Archetype Wealth Partners820$337.0K0.07%+820New
Atria Wealth Solutions, Inc.830$341.1K0.00%+830New
Bokf, NA831$341.5K0.01%−19−2.2%Reduced