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 |
|---|---|---|---|---|---|
| Eagle Asset Management Inc | 5,753 | $2.36M | 0.01% | +414+7.8% | Added |
| MML Investors Services, LLC | 5,898 | $2.42M | 0.01% | +873+17.4% | Added |
| Red Spruce Capital, LLC | 5,910 | $2.43M | 1.31% | −83−1.4% | Reduced |
| Baillie Gifford & Co | 5,952 | $2.45M | 0.00% | −287−4.6% | Reduced |
| Xcel Wealth Management, LLC | 5,984 | $2.46M | 0.78% | −4−0.1% | Reduced |
| Stonegate Investment Group, LLC | 6,028 | $2.48M | 0.09% | 00.0% | Unchanged |
| M&T Bank Corp | 6,052 | $2.49M | 0.01% | +146+2.5% | Added |
| Perpetual Ltd | 6,200 | $2.55M | 0.02% | +6,200 | New |
| Advisory Services Network, LLC | 6,212 | $2.55M | 0.07% | +199+3.3% | Added |
| Brinker Capital Investments, LLC | 6,217 | $2.56M | 0.03% | −231−3.6% | Reduced |
| Orion Portfolio Solutions, LLC | 6,217 | $2.56M | 0.03% | −231−3.6% | Reduced |
| Cetera Investment Advisers | 6,259 | $2.57M | 0.02% | +4,054+183.9% | Added |
| British Columbia Investment Management Corp | 6,317 | $2.60M | 0.02% | +200+3.3% | Added |
| Mariner, LLC | 6,394 | $2.63M | 0.01% | −305−4.6% | Reduced |
| LMR Partners LLP | 6,477 | $2.66M | 0.06% | +6,477 | New |
| First Growth Investment Manager LP | 6,500 | $2.67M | 4.60% | 00.0% | Unchanged |
| Jacob Asset Management of New York LLC | 6,520 | $2.68M | 3.02% | −9,716−59.8% | Reduced |
| JustInvest LLC | 6,628 | $2.72M | 0.08% | +266+4.2% | Added |
| Zweig-DiMenna Associates LLC | 6,700 | $2.75M | 0.37% | −16,800−71.5% | Reduced |
| Highland Capital Management, LLC | 6,871 | $2.82M | 0.18% | +6,871 | New |
| Gulf International Bank (UK) Ltd | 7,081 | $2.91M | 0.07% | −1,985−21.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,142 | $2.94M | 0.03% | +5,609+365.9% | Added |
| Amalgamated Bank | 7,208 | $2.96M | 0.02% | −448−5.9% | Reduced |
| Vista Wealth Management Group, LLC | 7,290 | $3.00M | 0.30% | +10.0% | Added |
| Aigen Investment Management, LP | 7,536 | $3.10M | 0.46% | +7,536 | New |
| Jasper Ridge Partners, L.P. | 7,650 | $3.14M | 0.16% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,656 | $3.15M | 0.04% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 7,801 | $3.21M | 0.03% | −88−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 7,825 | $3.22M | 0.04% | +7,825 | New |
| Two Sigma Securities, LLC | 7,951 | $3.27M | 0.27% | +7,951 | New |
| Jefferies Financial Group Inc. | 8,248 | $3.39M | 0.07% | +8,248 | New |
| Allianz Asset Management GmbH | 8,426 | $3.46M | 0.01% | −159−1.9% | Reduced |
| Occudo Quantitative Strategies LP | 8,430 | $3.46M | 0.36% | +8,430 | New |
| Lazard Asset Management LLC | 8,758 | $3.60M | 0.00% | +445+5.4% | Added |
| Public Employees Retirement Association of Colorado | 8,973 | $3.69M | 0.02% | 00.0% | Unchanged |
| Alight Capital Management LP | 9,000 | $3.70M | 1.54% | +9,000 | New |
| Alamar Capital Management, LLC | 9,056 | $3.72M | 2.74% | +210+2.4% | Added |
| Truist Financial Corp | 9,089 | $3.74M | 0.01% | +3,351+58.4% | Added |
| Xponance, Inc. | 9,218 | $3.79M | 0.05% | +169+1.9% | Added |
| EFG Asset Management (Americas) Corp. | 9,264 | $3.81M | 0.88% | −1,053−10.2% | Reduced |
| Efg Capital International Corp. | 9,264 | $3.81M | 0.88% | +9,264 | New |
| Moore Capital Management, LP | 9,412 | $3.87M | 0.09% | +9,412 | New |
| Verition Fund Management LLC | 9,927 | $4.08M | 0.06% | −3,904−28.2% | Reduced |
| Stephens Investment Management Group LLC | 9,939 | $4.08M | 0.06% | +9,939 | New |
| Financial Architects, Inc | 10,000 | $4.11M | 0.62% | 00.0% | Unchanged |
| Wealth High Governance Capital Ltda | 10,000 | $4.11M | 1.72% | +10,000 | New |
| Taylor Frigon Capital Management LLC | 10,093 | $4.15M | 2.03% | −2,781−21.6% | Reduced |
| Engineers Gate Manager LP | 10,179 | $4.18M | 0.16% | +4,011+65.0% | Added |
| Marex Group plc | 10,332 | $4.25M | 0.77% | −4,924−32.3% | Reduced |
| Mercer Global Advisors Inc | 10,461 | $4.30M | 0.02% | +10,461 | New |
| DnB Asset Management AS | 10,680 | $4.39M | 0.03% | +522+5.1% | Added |
| Natixis Advisors, L.P. | 10,703 | $4.40M | 0.01% | +10,703 | New |
| Utah Retirement Systems | 11,225 | $4.61M | 0.06% | −600−5.1% | Reduced |
| PDT Partners, LLC | 11,256 | $4.63M | 0.64% | −3,629−24.4% | Reduced |
| RMB Capital Management, LLC | 11,388 | $4.68M | 0.15% | −3,701−24.5% | Reduced |
| Worldquant Millennium Advisors LLC | 11,390 | $4.68M | 0.08% | +11,390 | New |
| Capstone Triton Financial Group, LLC | 11,651 | $4.79M | 3.29% | −205−1.7% | Reduced |
| Morse Asset Management, Inc | 11,961 | $4.92M | 1.50% | +511+4.5% | Added |
| Prudential PLC | 11,995 | $4.93M | 0.06% | −871−6.8% | Reduced |
| Andar Capital Management HK Ltd | 12,000 | $4.93M | 9.92% | +12,000 | New |
| Gotham Asset Management, LLC | 12,254 | $5.04M | 0.11% | +2,334+23.5% | Added |
| Tredje AP-fonden | 12,641 | $5.20M | 0.07% | −1,928−13.2% | Reduced |
| Putnam Investments LLC | 13,125 | $5.39M | 0.01% | −63,456−82.9% | Reduced |
| USS Investment Management Ltd | 13,150 | $5.41M | 0.06% | +480+3.8% | Added |
| Brookfield Asset Management Inc. | 13,201 | $5.43M | 0.02% | +4,170+46.2% | Added |
| Sandler Capital Management | 13,838 | $5.69M | 0.70% | +13,838 | New |
| Skandinaviska Enskilda Banken AB (publ) | 13,857 | $5.70M | 0.04% | +1,860+15.5% | Added |
| AQR Capital Management LLC | 13,914 | $5.72M | 0.01% | +4,627+49.8% | Added |
| IFM Investors Pty Ltd | 14,012 | $5.76M | 0.08% | +1,853+15.2% | Added |
| Advisor Group Holdings, Inc. | 14,324 | $5.88M | 0.01% | +4,640+47.9% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 14,600 | $6.00M | 4.43% | +14,600 | New |
| Snowden Capital Advisors LLC | 14,738 | $6.06M | 0.22% | +11,609+371.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,900 | $6.12M | 0.08% | −3,400−18.6% | Reduced |
| Bayesian Capital Management, LP | 15,151 | $6.23M | 0.67% | +15,151 | New |
| Whittier Trust Co of Nevada Inc | 15,341 | $6.30M | 0.21% | +266+1.8% | Added |
| Standard Life Aberdeen plc | 15,615 | $6.42M | 0.01% | +3,596+29.9% | Added |
| Slow Capital, Inc. | 15,703 | $6.45M | 1.12% | −3,444−18.0% | Reduced |
| Maytus Capital Management, LLC | 16,000 | $6.58M | 3.24% | −5,000−23.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,106 | $6.62M | 0.06% | −138,105−89.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,312 | $6.70M | 0.01% | +16,312 | New |
| EFG Asset Management (North America) Corp. | 16,614 | $6.83M | 1.47% | −2,336−12.3% | Reduced |
| Toronto Dominion Bank | 17,129 | $7.04M | 0.01% | −1,966−10.3% | Reduced |
| Nomura Asset Management Co Ltd | 17,965 | $7.38M | 0.03% | +1,737+10.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 18,000 | $7.40M | 0.16% | +18,000 | New |
| Icapital Wealth LLC | 18,304 | $7.52M | 4.72% | +2,817+18.2% | Added |
| Captrust Financial Advisors | 18,784 | $7.72M | 0.03% | +310+1.7% | Added |
| Arizona State Retirement System | 19,114 | $7.86M | 0.06% | −861−4.3% | Reduced |
| Rokos Capital Management LLP | 19,085 | $7.90M | 0.16% | −2,777−12.7% | Reduced |
| Commonwealth Equity Services, LLC | 19,443 | $7.99M | 0.02% | +9,554+96.6% | Added |
| Sycomore Asset Management | 20,155 | $8.02M | 1.87% | +11,440+131.3% | Added |
| Telemark Asset Management, LLC | 20,000 | $8.22M | 1.12% | +20,000 | New |
| ClariVest Asset Management LLC | 20,459 | $8.41M | 0.42% | −3,700−15.3% | Reduced |
| HighTower Advisors, LLC | 20,624 | $8.43M | 0.02% | +6,064+41.6% | Added |
| Andra AP-fonden | 20,600 | $8.47M | 0.21% | +7,300+54.9% | Added |
| Aurora Investment Managers, LLC. | 29,512 | $8.47M | 6.46% | +207+0.7% | Added |
| Forsta Ap-Fonden | 20,900 | $8.59M | 0.09% | −22,300−51.6% | Reduced |
| Macquarie Group Ltd | 22,488 | $9.24M | 0.01% | +2,944+15.1% | Added |
| Swiss Life Asset Management Ltd | 22,624 | $9.30M | 0.14% | +4,013+21.6% | Added |
| Fernwood Investment Management, LLC | 23,640 | $9.67M | 3.43% | −149−0.6% | Reduced |
| SQN Investors LP | 23,600 | $9.70M | 4.49% | −12,695−35.0% | Reduced |