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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 832 | $342.0K | 0.02% | −199−19.3% | Reduced |
| CIBC World Markets Inc. | 833 | $342.0K | 0.00% | +833 | New |
| Eqis Capital Management, Inc. | 841 | $345.6K | 0.04% | +841 | New |
| Hamilton Point Investment Advisors, LLC | 843 | $346.5K | 0.08% | +843 | New |
| American Trust | 848 | $348.5K | 0.02% | +848 | New |
| Meiji Yasuda Life Insurance Co | 850 | $349.0K | 0.01% | +850 | New |
| Federation des caisses Desjardins du Quebec | 863 | $354.7K | 0.00% | −28−3.1% | Reduced |
| Achmea Investment Management B.V. | 878 | $361.0K | 0.01% | +741+540.9% | Added |
| David J Yvars Group | 879 | $361.3K | 0.30% | +879 | New |
| Van Eck Associates Corp | 886 | $364.0K | 0.00% | +886 | New |
| Beacon Pointe Advisors, LLC | 908 | $373.1K | 0.01% | +908 | New |
| Fund Management at Engine No. 1 LLC | 912 | $374.8K | 0.07% | +912 | New |
| Cookson Peirce & Co Inc | 924 | $380.0K | 0.02% | +924 | New |
| Avantax Advisory Services, Inc. | 925 | $380.2K | 0.00% | +925 | New |
| D.B. Root & Company, LLC | 925 | $380.2K | 0.14% | +925 | New |
| Clarius Group, LLC | 972 | $399.5K | 0.03% | −390−28.6% | Reduced |
| Pier Capital, LLC | 988 | $406.1K | 0.06% | +988 | New |
| Crewe Advisors LLC | 1,000 | $411.0K | 0.06% | −29−2.8% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 1,000 | $411.0K | 0.08% | +1,000 | New |
| Trivest Advisors Ltd | 1,000 | $411.0K | 0.01% | +1,000 | New |
| Western Wealth Management, LLC | 1,005 | $413.0K | 0.04% | −1,157−53.5% | Reduced |
| RSM US Wealth Management LLC | 1,040 | $427.4K | 0.01% | +35+3.5% | Added |
| Insigneo Advisory Services, LLC | 1,040 | $427.4K | 0.08% | +138+15.3% | Added |
| Draper Asset Management, LLC | 1,053 | $432.8K | 0.43% | +1,053 | New |
| Delphia (USA) Inc. | 1,097 | $450.9K | 0.71% | −1,709−60.9% | Reduced |
| CSS LLC | 1,100 | $452.1K | 0.03% | +1,100 | New |
| Mutual of America Capital Management LLC | 1,107 | $455.0K | 0.01% | +35+3.3% | Added |
| Sepio Capital, LP | 1,117 | $459.1K | 0.04% | +4+0.4% | Added |
| Ellevest, Inc. | 1,123 | $461.5K | 0.03% | +686+157.0% | Added |
| Riverstone Advisors, LLC | 1,150 | $472.6K | 0.29% | −6−0.5% | Reduced |
| Capital CS Group, LLC | 1,166 | $479.2K | 0.49% | +1,166 | New |
| Sawtooth Solutions, LLC | 1,169 | $480.5K | 0.01% | +25+2.2% | Added |
| Bleakley Financial Group, LLC | 1,170 | $480.9K | 0.02% | +26+2.3% | Added |
| Fulton Bank, N.A. | 1,183 | $486.2K | 0.02% | +86+7.8% | Added |
| Connective Portfolio Management, LLC | 1,200 | $494.0K | 1.22% | +1,200 | New |
| Leonteq Securities AG | 1,203 | $494.4K | 0.05% | −473−28.2% | Reduced |
| Westpac Banking Corp | 1,208 | $496.5K | 0.04% | −9,271−88.5% | Reduced |
| Prelude Capital Management, LLC | 1,213 | $498.5K | 0.04% | +1,213 | New |
| Ossiam | 1,215 | $499.4K | 0.01% | +684+128.8% | Added |
| American International Group, Inc. | 1,221 | $501.8K | 0.00% | +234+23.7% | Added |
| Keebeck Alpha, LP | 1,228 | $504.7K | 0.50% | −642−34.3% | Reduced |
| DC Investments Management, LLC | 1,229 | $505.1K | 0.58% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,245 | $512.0K | 0.02% | −140−10.1% | Reduced |
| QCM Cayman, Ltd. | 1,263 | $519.1K | 3.05% | +1,263 | New |
| Cipher Capital LP | 1,274 | $523.6K | 0.09% | +1,274 | New |
| New York Life Investment Management LLC | 1,277 | $524.8K | 0.01% | −66−4.9% | Reduced |
| Parallel Advisors, LLC | 1,280 | $526.1K | 0.02% | −58−4.3% | Reduced |
| Motley Fool Asset Management LLC | 1,288 | $529.4K | 0.05% | +1,288 | New |
| Integrated Wealth Concepts LLC | 1,293 | $531.4K | 0.01% | +1,293 | New |
| Wetherby Asset Management Inc | 1,297 | $533.1K | 0.03% | −2−0.2% | Reduced |
| Headlands Technologies LLC | 1,337 | $549.5K | 0.18% | +1,337 | New |
| Moody National Bank Trust Division | 1,346 | $553.2K | 0.04% | +38+2.9% | Added |
| Shell Asset Management Co | 1,380 | $567.0K | 0.02% | −37−2.6% | Reduced |
| Kornitzer Capital Management Inc | 1,400 | $575.4K | 0.01% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 1,410 | $579.5K | 0.01% | +1,410 | New |
| Boston Private Wealth LLC | 1,421 | $584.0K | 0.01% | +301+26.9% | Added |
| Independent Advisor Alliance | 1,439 | $591.4K | 0.03% | +215+17.6% | Added |
| TD Waterhouse Canada Inc. | 1,460 | $600.0K | 0.01% | −3−0.2% | Reduced |
| Veriti Management LLC | 1,486 | $610.7K | 0.07% | +81+5.8% | Added |
| Robeco Institutional Asset Management B.V. | 1,492 | $613.2K | 0.00% | +125+9.1% | Added |
| Synergy Financial Group, LTD | 1,537 | $631.7K | 0.85% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,551 | $637.4K | 0.02% | −16−1.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,561 | $642.0K | 0.02% | +1,209+343.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,570 | $645.3K | 0.01% | +261+19.9% | Added |
| Sherbrooke Park Advisers LLC | 1,573 | $646.5K | 0.34% | +1,573 | New |
| Cetera Advisor Networks LLC | 1,578 | $648.5K | 0.00% | +113+7.7% | Added |
| Vestcor Inc | 1,603 | $659.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 1,628 | $669.0K | 0.16% | −2,170−57.1% | Reduced |
| National Asset Management, Inc. | 1,645 | $676.1K | 0.02% | +188+12.9% | Added |
| HM Payson & Co | 1,674 | $688.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,687 | $693.3K | 0.01% | +574+51.6% | Added |
| Kovack Advisors, Inc. | 1,717 | $705.7K | 0.09% | +226+15.2% | Added |
| Waycross Partners, LLC | 1,725 | $709.0K | 0.15% | +1,725 | New |
| Paragon Advisors, LLC | 1,728 | $709.0K | 0.23% | −13,310−88.5% | Reduced |
| Squarepoint Ops LLC | 1,726 | $709.4K | 0.00% | +1,726 | New |
| Tokio Marine Asset Management Co Ltd | 1,735 | $713.1K | 0.05% | −35−2.0% | Reduced |
| Jackson Square Capital, LLC | 1,748 | $718.4K | 0.29% | +79+4.7% | Added |
| Tyler-Stone Wealth Management | 1,789 | $735.0K | 0.42% | +1,789 | New |
| Regal Investment Advisors LLC | 1,789 | $735.3K | 0.06% | +540+43.2% | Added |
| Alberta Investment Management Corp | 1,800 | $739.8K | 0.01% | 00.0% | Unchanged |
| Guardian Capital LP | 1,801 | $740.2K | 0.02% | −390−17.8% | Reduced |
| Avestar Capital, LLC | 1,816 | $746.4K | 0.13% | +5+0.3% | Added |
| Metis Global Partners, LLC | 1,817 | $746.8K | 0.04% | −282−13.4% | Reduced |
| Janney Montgomery Scott LLC | 1,850 | $760.0K | 0.00% | −868−31.9% | Reduced |
| Clearbridge Investments, LLC | 1,867 | $767.3K | 0.00% | −1,611−46.3% | Reduced |
| Graham Capital Management, L.P. | 1,899 | $780.5K | 0.03% | +207+12.2% | Added |
| WoodTrust Financial Corp | 1,925 | $791.0K | 0.15% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,929 | $792.8K | 0.02% | +261+15.6% | Added |
| Keybank National Association | 2,033 | $835.5K | 0.00% | +118+6.2% | Added |
| Vinva Investment Management Ltd | 2,118 | $853.5K | 0.07% | +107+5.3% | Added |
| Carnegie Capital Asset Management, LLC | 2,088 | $858.1K | 0.03% | −64−3.0% | Reduced |
| Brown Advisory Inc | 2,104 | $864.7K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,111 | $868.0K | 0.09% | +893+73.3% | Added |
| Paloma Partners Management Co | 2,126 | $873.8K | 0.20% | +2,126 | New |
| HRT Financial LP | 2,127 | $874.0K | 0.01% | +2,127 | New |
| Corton Capital Inc. | 2,128 | $874.6K | 0.41% | −1,335−38.6% | Reduced |
| Mach-1 Financial Group, Inc. | 2,139 | $879.1K | 0.35% | +2,139 | New |
| Pine Valley Investments Ltd Liability Co | 2,141 | $879.9K | 0.09% | +2,141 | New |
| Hel Ved Capital Management Ltd | 2,197 | $902.9K | 0.40% | +2,197 | New |
| Valmark Advisers, Inc. | 2,218 | $911.6K | 0.02% | +2,218 | New |