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Livermore
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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
Ieq Capital, LLC3,891$1.60M0.03%−234−5.7%Reduced
Dymon Asia Capital (Singapore) Pte. Ltd.3,720$1.53M2.13%+3,720New
Oppenheimer & Co Inc3,686$1.51M0.03%+154+4.4%Added
Geneva Partners, LLC3,648$1.50M0.98%+3,648New
Evolutionary Tree Capital Management, LLC3,618$1.49M1.79%−2,338−39.3%Reduced
Cerity Partners LLC3,607$1.48M0.01%+1,899+111.2%Added
Generali Investments Towarzystwo Funduszy Inwestycyjnych3,600$1.48M1.29%−1,500−29.4%Reduced
United Capital Financial Advisers, LLC3,570$1.47M0.01%+3,570New
Raymond James Financial Services Advisors, Inc.3,564$1.46M0.00%+1,701+91.3%Added
Wealthfront Advisers LLC3,532$1.45M0.01%+1,306+58.7%Added
Oppenheimer Asset Management Inc.3,490$1.43M0.02%+1,625+87.1%Added
Benjamin F. Edwards & Company, Inc.3,463$1.42M0.05%−65−1.8%Reduced
Spouting Rock Asset Management, LLC3,380$1.39M0.50%+1,585+88.3%Added
Nisa Investment Advisors, LLC3,340$1.37M0.01%+2,200+193.0%Added
Aft, Forsyth & Company, Inc.3,325$1.37M0.97%+410+14.1%Added
Diversified Trust Co3,321$1.36M0.05%+458+16.0%Added
E. Ohman J:or Asset Management AB3,300$1.36M0.05%+400+13.8%Added
Penserra Capital Management LLC3,270$1.34M0.03%+2,931+864.6%Added
Virtu Financial LLC3,219$1.32M0.10%+3,219New
Cherry Creek Investment Advisors, Inc.3,218$1.32M0.89%−40−1.2%Reduced
AE Wealth Management LLC3,149$1.29M0.01%+3,149New
Values First Advisors, Inc.3,141$1.29M0.78%−316−9.1%Reduced
Banco Santander, S.A.3,128$1.29M0.02%00.0%Unchanged
Commerce Bank3,122$1.28M0.01%+1,921+160.0%Added
US Bancorp3,096$1.27M0.00%+356+13.0%Added
Tower Research Capital LLC (TRC)3,080$1.27M0.04%−3,093−50.1%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.3,022$1.25M0.02%+1,653+120.7%Added
L & S Advisors Inc3,022$1.24M0.17%−1,713−36.2%Reduced
Twin Focus Capital Partners, LLC3,014$1.24M0.25%+14+0.5%Added
Vontobel Holding Ltd.3,008$1.24M0.01%−3,610−54.5%Reduced
Yarbrough Capital, LLC2,977$1.22M0.07%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich2,920$1.20M0.01%−1,470−33.5%Reduced
Atria Investments LLC2,788$1.15M0.02%+2,788New
Alpha DNA Investment Management LLC2,739$1.13M0.64%+2,739New
Panagora Asset Management Inc2,728$1.12M0.01%−15,003−84.6%Reduced
Toroso Investments, LLC2,729$1.12M0.03%−98−3.5%Reduced
Brown Brothers Harriman & Co2,715$1.12M0.01%00.0%Unchanged
Private Advisor Group, LLC2,713$1.12M0.01%−288−9.6%Reduced
Cresset Asset Management, LLC2,698$1.11M0.01%+2,698New
Calamos Advisors LLC2,681$1.10M0.01%+2,681New
Perigon Wealth Management, LLC2,666$1.10M0.04%+63+2.4%Added
Pathstone Family Office, LLC2,509$1.05M0.01%+2,509New
Venturi Wealth Management, LLC2,556$1.05M0.08%00.0%Unchanged
Guggenheim Capital LLC2,536$1.04M0.01%+162+6.8%Added
Nomura Holdings Inc2,528$1.04M0.01%+2,528New
LBMC Investment Advisors, LLC2,500$1.03M0.10%00.0%Unchanged
Soros Fund Management LLCSuperinvestorSoros Fund Management2,500$1.03M0.02%+2,500New
Sassicaia Capital Advisers LLC2,500$1.03M0.88%+2,500New
Bamco Inc2,418$993.8K0.00%−12−0.5%Reduced
Qtron Investments LLC2,418$993.8K0.19%00.0%Unchanged
CWM, LLC2,395$984.0K0.01%+160+7.2%Added
Aj Wealth Strategies, LLC2,390$982.3K0.05%+28+1.2%Added
Optiver Holding B.V.2,361$970.3K0.03%+2,361New
Veritable, L.P.2,321$953.9K0.02%+33+1.4%Added
American Century Companies Inc2,317$952.3K0.00%+586+33.9%Added
Quantbot Technologies LP2,317$952.3K0.06%+2,317New
The PNC Financial Services Group, Inc.2,308$948.6K0.00%+104+4.7%Added
CIBC Asset Management Inc2,307$948.2K0.00%+2+0.1%Added
Centaurus Financial, Inc.2,300$945.0K0.08%−2,403−51.1%Reduced
CI Private Wealth, LLC2,287$939.9K0.00%−1,801−44.1%Reduced
Joel Isaacson & Co., LLC2,264$930.5K0.06%−40−1.7%Reduced
E Fund Management Co., Ltd.2,258$928.0K0.07%+2,258New
Assenagon Asset Management S.A.2,239$920.2K0.00%+32+1.4%Added
Valmark Advisers, Inc.2,218$911.6K0.02%+2,218New
Hel Ved Capital Management Ltd2,197$902.9K0.40%+2,197New
Pine Valley Investments Ltd Liability Co2,141$879.9K0.09%+2,141New
Mach-1 Financial Group, Inc.2,139$879.1K0.35%+2,139New
Corton Capital Inc.2,128$874.6K0.41%−1,335−38.6%Reduced
HRT Financial LP2,127$874.0K0.01%+2,127New
Paloma Partners Management Co2,126$873.8K0.20%+2,126New
Gsa Capital Partners LLP2,111$868.0K0.09%+893+73.3%Added
Brown Advisory Inc2,104$864.7K0.00%00.0%Unchanged
Carnegie Capital Asset Management, LLC2,088$858.1K0.03%−64−3.0%Reduced
Vinva Investment Management Ltd2,118$853.5K0.07%+107+5.3%Added
Keybank National Association2,033$835.5K0.00%+118+6.2%Added
Exchange Traded Concepts, LLC1,929$792.8K0.02%+261+15.6%Added
WoodTrust Financial Corp1,925$791.0K0.15%00.0%Unchanged
Graham Capital Management, L.P.1,899$780.5K0.03%+207+12.2%Added
Clearbridge Investments, LLC1,867$767.3K0.00%−1,611−46.3%Reduced
Janney Montgomery Scott LLC1,850$760.0K0.00%−868−31.9%Reduced
Metis Global Partners, LLC1,817$746.8K0.04%−282−13.4%Reduced
Avestar Capital, LLC1,816$746.4K0.13%+5+0.3%Added
Guardian Capital LP1,801$740.2K0.02%−390−17.8%Reduced
Alberta Investment Management Corp1,800$739.8K0.01%00.0%Unchanged
Regal Investment Advisors LLC1,789$735.3K0.06%+540+43.2%Added
Tyler-Stone Wealth Management1,789$735.0K0.42%+1,789New
Jackson Square Capital, LLC1,748$718.4K0.29%+79+4.7%Added
Tokio Marine Asset Management Co Ltd1,735$713.1K0.05%−35−2.0%Reduced
Squarepoint Ops LLC1,726$709.4K0.00%+1,726New
Paragon Advisors, LLC1,728$709.0K0.23%−13,310−88.5%Reduced
Waycross Partners, LLC1,725$709.0K0.15%+1,725New
Kovack Advisors, Inc.1,717$705.7K0.09%+226+15.2%Added
Kestra Advisory Services, LLC1,687$693.3K0.01%+574+51.6%Added
HM Payson & Co1,674$688.0K0.02%00.0%Unchanged
National Asset Management, Inc.1,645$676.1K0.02%+188+12.9%Added
Cutler Group LP1,628$669.0K0.16%−2,170−57.1%Reduced
Vestcor Inc1,603$659.0K0.02%00.0%Unchanged
Cetera Advisor Networks LLC1,578$648.5K0.00%+113+7.7%Added
Sherbrooke Park Advisers LLC1,573$646.5K0.34%+1,573New
B. Metzler seel. Sohn & Co. AG1,570$645.3K0.01%+261+19.9%Added