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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 13,125 | $5.39M | 0.01% | −63,456−82.9% | Reduced |
| Tredje AP-fonden | 12,641 | $5.20M | 0.07% | −1,928−13.2% | Reduced |
| Gotham Asset Management, LLC | 12,254 | $5.04M | 0.11% | +2,334+23.5% | Added |
| Andar Capital Management HK Ltd | 12,000 | $4.93M | 9.92% | +12,000 | New |
| Prudential PLC | 11,995 | $4.93M | 0.06% | −871−6.8% | Reduced |
| Morse Asset Management, Inc | 11,961 | $4.92M | 1.50% | +511+4.5% | Added |
| Capstone Triton Financial Group, LLC | 11,651 | $4.79M | 3.29% | −205−1.7% | Reduced |
| Worldquant Millennium Advisors LLC | 11,390 | $4.68M | 0.08% | +11,390 | New |
| RMB Capital Management, LLC | 11,388 | $4.68M | 0.15% | −3,701−24.5% | Reduced |
| PDT Partners, LLC | 11,256 | $4.63M | 0.64% | −3,629−24.4% | Reduced |
| Utah Retirement Systems | 11,225 | $4.61M | 0.06% | −600−5.1% | Reduced |
| Natixis Advisors, L.P. | 10,703 | $4.40M | 0.01% | +10,703 | New |
| DnB Asset Management AS | 10,680 | $4.39M | 0.03% | +522+5.1% | Added |
| Mercer Global Advisors Inc | 10,461 | $4.30M | 0.02% | +10,461 | New |
| Marex Group plc | 10,332 | $4.25M | 0.77% | −4,924−32.3% | Reduced |
| Engineers Gate Manager LP | 10,179 | $4.18M | 0.16% | +4,011+65.0% | Added |
| Taylor Frigon Capital Management LLC | 10,093 | $4.15M | 2.03% | −2,781−21.6% | Reduced |
| 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 |
| Stephens Investment Management Group LLC | 9,939 | $4.08M | 0.06% | +9,939 | New |
| Verition Fund Management LLC | 9,927 | $4.08M | 0.06% | −3,904−28.2% | Reduced |
| Moore Capital Management, LP | 9,412 | $3.87M | 0.09% | +9,412 | New |
| 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 |
| Xponance, Inc. | 9,218 | $3.79M | 0.05% | +169+1.9% | Added |
| Truist Financial Corp | 9,089 | $3.74M | 0.01% | +3,351+58.4% | Added |
| Alamar Capital Management, LLC | 9,056 | $3.72M | 2.74% | +210+2.4% | Added |
| Alight Capital Management LP | 9,000 | $3.70M | 1.54% | +9,000 | New |
| Public Employees Retirement Association of Colorado | 8,973 | $3.69M | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,758 | $3.60M | 0.00% | +445+5.4% | Added |
| Occudo Quantitative Strategies LP | 8,430 | $3.46M | 0.36% | +8,430 | New |
| Allianz Asset Management GmbH | 8,426 | $3.46M | 0.01% | −159−1.9% | Reduced |
| Jefferies Financial Group Inc. | 8,248 | $3.39M | 0.07% | +8,248 | New |
| Two Sigma Securities, LLC | 7,951 | $3.27M | 0.27% | +7,951 | New |
| ExodusPoint Capital Management, LP | 7,825 | $3.22M | 0.04% | +7,825 | New |
| Nissay Asset Management Corp | 7,801 | $3.21M | 0.03% | −88−1.1% | Reduced |
| State of Alaska, Department of Revenue | 7,656 | $3.15M | 0.04% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 7,650 | $3.14M | 0.16% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 7,536 | $3.10M | 0.46% | +7,536 | New |
| Vista Wealth Management Group, LLC | 7,290 | $3.00M | 0.30% | +10.0% | Added |
| Amalgamated Bank | 7,208 | $2.96M | 0.02% | −448−5.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,142 | $2.94M | 0.03% | +5,609+365.9% | Added |
| Gulf International Bank (UK) Ltd | 7,081 | $2.91M | 0.07% | −1,985−21.9% | Reduced |
| Highland Capital Management, LLC | 6,871 | $2.82M | 0.18% | +6,871 | New |
| Zweig-DiMenna Associates LLC | 6,700 | $2.75M | 0.37% | −16,800−71.5% | Reduced |
| JustInvest LLC | 6,628 | $2.72M | 0.08% | +266+4.2% | Added |
| Jacob Asset Management of New York LLC | 6,520 | $2.68M | 3.02% | −9,716−59.8% | Reduced |
| First Growth Investment Manager LP | 6,500 | $2.67M | 4.60% | 00.0% | Unchanged |
| LMR Partners LLP | 6,477 | $2.66M | 0.06% | +6,477 | New |
| Mariner, LLC | 6,394 | $2.63M | 0.01% | −305−4.6% | Reduced |
| British Columbia Investment Management Corp | 6,317 | $2.60M | 0.02% | +200+3.3% | Added |
| Cetera Investment Advisers | 6,259 | $2.57M | 0.02% | +4,054+183.9% | 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 |
| Advisory Services Network, LLC | 6,212 | $2.55M | 0.07% | +199+3.3% | Added |
| Perpetual Ltd | 6,200 | $2.55M | 0.02% | +6,200 | New |
| M&T Bank Corp | 6,052 | $2.49M | 0.01% | +146+2.5% | Added |
| Stonegate Investment Group, LLC | 6,028 | $2.48M | 0.09% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 5,984 | $2.46M | 0.78% | −4−0.1% | Reduced |
| Baillie Gifford & Co | 5,952 | $2.45M | 0.00% | −287−4.6% | Reduced |
| Red Spruce Capital, LLC | 5,910 | $2.43M | 1.31% | −83−1.4% | Reduced |
| MML Investors Services, LLC | 5,898 | $2.42M | 0.01% | +873+17.4% | Added |
| Eagle Asset Management Inc | 5,753 | $2.36M | 0.01% | +414+7.8% | Added |
| Pearl River Capital, LLC | 5,633 | $2.32M | 0.37% | +5,633 | New |
| Brighton Jones LLC | 5,632 | $2.31M | 0.12% | +183+3.4% | Added |
| Daiwa Securities Group Inc. | 5,631 | $2.31M | 0.02% | +170+3.1% | Added |
| CIBC Private Wealth Group, LLC | 5,481 | $2.25M | 0.00% | +380+7.4% | Added |
| Alps Advisors Inc | 5,459 | $2.24M | 0.02% | −3,044−35.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,452 | $2.24M | 0.03% | +1,096+25.2% | Added |
| Assetmark, Inc | 5,450 | $2.24M | 0.01% | +664+13.9% | Added |
| Teacher Retirement System of Texas | 5,296 | $2.18M | 0.01% | −2,346−30.7% | Reduced |
| Duality Advisers, LP | 5,207 | $2.14M | 0.27% | +5,207 | New |
| Ergoteles LLC | 5,184 | $2.13M | 0.10% | +5,184 | New |
| SYSTM Wealth Solutions LLC | 5,101 | $2.10M | 0.28% | −1,882−27.0% | Reduced |
| Quantinno Capital Management LP | 5,064 | $2.08M | 0.12% | −427−7.8% | Reduced |
| Creative Planning | 5,025 | $2.07M | 0.00% | +304+6.4% | Added |
| Maryland State Retirement & Pension System | 5,015 | $2.06M | 0.04% | −199−3.8% | Reduced |
| 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 |
| Summit Global Investments | 4,965 | $2.04M | 0.14% | 00.0% | Unchanged |
| F/M Investments LLC | 4,860 | $2.00M | 1.47% | +922+23.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,844 | $1.99M | 0.01% | −423−8.0% | Reduced |
| Pinebridge Investments, L.P. | 4,842 | $1.99M | 0.02% | −119−2.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,588 | $1.89M | 0.04% | −4,000−46.6% | Reduced |
| Symmetry Peak Management LLC | 4,577 | $1.88M | 3.96% | +4,577 | New |
| Ethic Inc. | 4,464 | $1.83M | 0.07% | +1,801+67.6% | Added |
| Harbor Capital Advisors, Inc. | 4,421 | $1.82M | 0.36% | −194−4.2% | Reduced |
| Nordea Investment Management AB | 4,377 | $1.82M | 0.00% | +203+4.9% | Added |
| Public Sector Pension Investment Board | 4,347 | $1.79M | 0.01% | +100+2.4% | Added |
| Nicholas Investment Partners, LP | 4,252 | $1.75M | 0.12% | +762+21.8% | Added |
| Emerald Advisers, LLC | 4,229 | $1.74M | 0.08% | −37−0.9% | Reduced |
| Mackenzie Financial Corp | 4,142 | $1.70M | 0.00% | −1,631−28.3% | Reduced |
| Independent Financial Group, LLC | 4,137 | $1.70M | 0.12% | +2,890+231.8% | Added |
| Silicon Valley Community Foundation | 4,133 | $1.70M | 0.20% | −85−2.0% | Reduced |
| Schroder Investment Management Group | 4,123 | $1.69M | 0.00% | −238−5.5% | Reduced |
| MAI Capital Management | 4,072 | $1.67M | 0.02% | +25+0.6% | Added |
| MetLife Investment Management | 4,037 | $1.66M | 0.01% | +18+0.4% | Added |
| Princeton Capital Management LLC | 4,028 | $1.66M | 0.69% | +10+0.2% | Added |
| Ardsley Advisory Partners LP | 4,000 | $1.64M | 0.37% | +4,000 | New |
| Intech Investment Management LLC | 3,897 | $1.60M | 0.02% | −950−19.6% | Reduced |