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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 2,239 | $920.2K | 0.00% | +32+1.4% | Added |
| E Fund Management Co., Ltd. | 2,258 | $928.0K | 0.07% | +2,258 | New |
| Joel Isaacson & Co., LLC | 2,264 | $930.5K | 0.06% | −40−1.7% | Reduced |
| CI Private Wealth, LLC | 2,287 | $939.9K | 0.00% | −1,801−44.1% | Reduced |
| Centaurus Financial, Inc. | 2,300 | $945.0K | 0.08% | −2,403−51.1% | Reduced |
| CIBC Asset Management Inc | 2,307 | $948.2K | 0.00% | +2+0.1% | Added |
| The PNC Financial Services Group, Inc. | 2,308 | $948.6K | 0.00% | +104+4.7% | Added |
| American Century Companies Inc | 2,317 | $952.3K | 0.00% | +586+33.9% | Added |
| Quantbot Technologies LP | 2,317 | $952.3K | 0.06% | +2,317 | New |
| Veritable, L.P. | 2,321 | $953.9K | 0.02% | +33+1.4% | Added |
| Optiver Holding B.V. | 2,361 | $970.3K | 0.03% | +2,361 | New |
| Aj Wealth Strategies, LLC | 2,390 | $982.3K | 0.05% | +28+1.2% | Added |
| CWM, LLC | 2,395 | $984.0K | 0.01% | +160+7.2% | Added |
| Bamco Inc | 2,418 | $993.8K | 0.00% | −12−0.5% | Reduced |
| Qtron Investments LLC | 2,418 | $993.8K | 0.19% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,500 | $1.03M | 0.10% | 00.0% | Unchanged |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 2,500 | $1.03M | 0.02% | +2,500 | New |
| Sassicaia Capital Advisers LLC | 2,500 | $1.03M | 0.88% | +2,500 | New |
| Nomura Holdings Inc | 2,528 | $1.04M | 0.01% | +2,528 | New |
| Guggenheim Capital LLC | 2,536 | $1.04M | 0.01% | +162+6.8% | Added |
| Venturi Wealth Management, LLC | 2,556 | $1.05M | 0.08% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,509 | $1.05M | 0.01% | +2,509 | New |
| Perigon Wealth Management, LLC | 2,666 | $1.10M | 0.04% | +63+2.4% | Added |
| Calamos Advisors LLC | 2,681 | $1.10M | 0.01% | +2,681 | New |
| Cresset Asset Management, LLC | 2,698 | $1.11M | 0.01% | +2,698 | New |
| Private Advisor Group, LLC | 2,713 | $1.12M | 0.01% | −288−9.6% | Reduced |
| Brown Brothers Harriman & Co | 2,715 | $1.12M | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,729 | $1.12M | 0.03% | −98−3.5% | Reduced |
| Panagora Asset Management Inc | 2,728 | $1.12M | 0.01% | −15,003−84.6% | Reduced |
| Alpha DNA Investment Management LLC | 2,739 | $1.13M | 0.64% | +2,739 | New |
| Atria Investments LLC | 2,788 | $1.15M | 0.02% | +2,788 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,920 | $1.20M | 0.01% | −1,470−33.5% | Reduced |
| Yarbrough Capital, LLC | 2,977 | $1.22M | 0.07% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,008 | $1.24M | 0.01% | −3,610−54.5% | Reduced |
| Twin Focus Capital Partners, LLC | 3,014 | $1.24M | 0.25% | +14+0.5% | Added |
| L & S Advisors Inc | 3,022 | $1.24M | 0.17% | −1,713−36.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,022 | $1.25M | 0.02% | +1,653+120.7% | Added |
| Tower Research Capital LLC (TRC) | 3,080 | $1.27M | 0.04% | −3,093−50.1% | Reduced |
| US Bancorp | 3,096 | $1.27M | 0.00% | +356+13.0% | Added |
| Commerce Bank | 3,122 | $1.28M | 0.01% | +1,921+160.0% | Added |
| Banco Santander, S.A. | 3,128 | $1.29M | 0.02% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 3,141 | $1.29M | 0.78% | −316−9.1% | Reduced |
| AE Wealth Management LLC | 3,149 | $1.29M | 0.01% | +3,149 | New |
| Cherry Creek Investment Advisors, Inc. | 3,218 | $1.32M | 0.89% | −40−1.2% | Reduced |
| Virtu Financial LLC | 3,219 | $1.32M | 0.10% | +3,219 | New |
| Penserra Capital Management LLC | 3,270 | $1.34M | 0.03% | +2,931+864.6% | Added |
| E. Ohman J:or Asset Management AB | 3,300 | $1.36M | 0.05% | +400+13.8% | Added |
| Diversified Trust Co | 3,321 | $1.36M | 0.05% | +458+16.0% | Added |
| Aft, Forsyth & Company, Inc. | 3,325 | $1.37M | 0.97% | +410+14.1% | Added |
| Nisa Investment Advisors, LLC | 3,340 | $1.37M | 0.01% | +2,200+193.0% | Added |
| Spouting Rock Asset Management, LLC | 3,380 | $1.39M | 0.50% | +1,585+88.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,463 | $1.42M | 0.05% | −65−1.8% | Reduced |
| Oppenheimer Asset Management Inc. | 3,490 | $1.43M | 0.02% | +1,625+87.1% | Added |
| Wealthfront Advisers LLC | 3,532 | $1.45M | 0.01% | +1,306+58.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,564 | $1.46M | 0.00% | +1,701+91.3% | Added |
| United Capital Financial Advisers, LLC | 3,570 | $1.47M | 0.01% | +3,570 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,600 | $1.48M | 1.29% | −1,500−29.4% | Reduced |
| Cerity Partners LLC | 3,607 | $1.48M | 0.01% | +1,899+111.2% | Added |
| Evolutionary Tree Capital Management, LLC | 3,618 | $1.49M | 1.79% | −2,338−39.3% | Reduced |
| Geneva Partners, LLC | 3,648 | $1.50M | 0.98% | +3,648 | New |
| Oppenheimer & Co Inc | 3,686 | $1.51M | 0.03% | +154+4.4% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,720 | $1.53M | 2.13% | +3,720 | New |
| Ieq Capital, LLC | 3,891 | $1.60M | 0.03% | −234−5.7% | Reduced |
| Intech Investment Management LLC | 3,897 | $1.60M | 0.02% | −950−19.6% | Reduced |
| Ardsley Advisory Partners LP | 4,000 | $1.64M | 0.37% | +4,000 | New |
| Princeton Capital Management LLC | 4,028 | $1.66M | 0.69% | +10+0.2% | Added |
| MetLife Investment Management | 4,037 | $1.66M | 0.01% | +18+0.4% | Added |
| MAI Capital Management | 4,072 | $1.67M | 0.02% | +25+0.6% | Added |
| Schroder Investment Management Group | 4,123 | $1.69M | 0.00% | −238−5.5% | Reduced |
| Silicon Valley Community Foundation | 4,133 | $1.70M | 0.20% | −85−2.0% | Reduced |
| Independent Financial Group, LLC | 4,137 | $1.70M | 0.12% | +2,890+231.8% | Added |
| Mackenzie Financial Corp | 4,142 | $1.70M | 0.00% | −1,631−28.3% | Reduced |
| Emerald Advisers, LLC | 4,229 | $1.74M | 0.08% | −37−0.9% | Reduced |
| Nicholas Investment Partners, LP | 4,252 | $1.75M | 0.12% | +762+21.8% | Added |
| Public Sector Pension Investment Board | 4,347 | $1.79M | 0.01% | +100+2.4% | Added |
| Nordea Investment Management AB | 4,377 | $1.82M | 0.00% | +203+4.9% | Added |
| Harbor Capital Advisors, Inc. | 4,421 | $1.82M | 0.36% | −194−4.2% | Reduced |
| Ethic Inc. | 4,464 | $1.83M | 0.07% | +1,801+67.6% | Added |
| Symmetry Peak Management LLC | 4,577 | $1.88M | 3.96% | +4,577 | New |
| Dai-Ichi Life Insurance Company, Ltd | 4,588 | $1.89M | 0.04% | −4,000−46.6% | Reduced |
| Pinebridge Investments, L.P. | 4,842 | $1.99M | 0.02% | −119−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,844 | $1.99M | 0.01% | −423−8.0% | Reduced |
| F/M Investments LLC | 4,860 | $2.00M | 1.47% | +922+23.4% | Added |
| Summit Global Investments | 4,965 | $2.04M | 0.14% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 5,000 | $2.05M | 2.47% | 00.0% | Unchanged |
| Interval Partners, LP | 5,000 | $2.05M | 0.10% | +5,000 | New |
| Maryland State Retirement & Pension System | 5,015 | $2.06M | 0.04% | −199−3.8% | Reduced |
| Creative Planning | 5,025 | $2.07M | 0.00% | +304+6.4% | Added |
| Quantinno Capital Management LP | 5,064 | $2.08M | 0.12% | −427−7.8% | Reduced |
| SYSTM Wealth Solutions LLC | 5,101 | $2.10M | 0.28% | −1,882−27.0% | Reduced |
| Ergoteles LLC | 5,184 | $2.13M | 0.10% | +5,184 | New |
| Duality Advisers, LP | 5,207 | $2.14M | 0.27% | +5,207 | New |
| Teacher Retirement System of Texas | 5,296 | $2.18M | 0.01% | −2,346−30.7% | Reduced |
| Assetmark, Inc | 5,450 | $2.24M | 0.01% | +664+13.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,452 | $2.24M | 0.03% | +1,096+25.2% | Added |
| Alps Advisors Inc | 5,459 | $2.24M | 0.02% | −3,044−35.8% | Reduced |
| CIBC Private Wealth Group, LLC | 5,481 | $2.25M | 0.00% | +380+7.4% | Added |
| Daiwa Securities Group Inc. | 5,631 | $2.31M | 0.02% | +170+3.1% | Added |
| Brighton Jones LLC | 5,632 | $2.31M | 0.12% | +183+3.4% | Added |
| Pearl River Capital, LLC | 5,633 | $2.32M | 0.37% | +5,633 | New |