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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 1,561 | $642.0K | 0.02% | +1,209+343.5% | Added |
| Signaturefd, LLC | 1,551 | $637.4K | 0.02% | −16−1.0% | Reduced |
| Synergy Financial Group, LTD | 1,537 | $631.7K | 0.85% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,492 | $613.2K | 0.00% | +125+9.1% | Added |
| Veriti Management LLC | 1,486 | $610.7K | 0.07% | +81+5.8% | Added |
| TD Waterhouse Canada Inc. | 1,460 | $600.0K | 0.01% | −3−0.2% | Reduced |
| Independent Advisor Alliance | 1,439 | $591.4K | 0.03% | +215+17.6% | Added |
| Boston Private Wealth LLC | 1,421 | $584.0K | 0.01% | +301+26.9% | Added |
| La Banque Postale Asset Management SA | 1,410 | $579.5K | 0.01% | +1,410 | New |
| Kornitzer Capital Management Inc | 1,400 | $575.4K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,380 | $567.0K | 0.02% | −37−2.6% | Reduced |
| Moody National Bank Trust Division | 1,346 | $553.2K | 0.04% | +38+2.9% | Added |
| Headlands Technologies LLC | 1,337 | $549.5K | 0.18% | +1,337 | New |
| Wetherby Asset Management Inc | 1,297 | $533.1K | 0.03% | −2−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,293 | $531.4K | 0.01% | +1,293 | New |
| Motley Fool Asset Management LLC | 1,288 | $529.4K | 0.05% | +1,288 | New |
| Parallel Advisors, LLC | 1,280 | $526.1K | 0.02% | −58−4.3% | Reduced |
| New York Life Investment Management LLC | 1,277 | $524.8K | 0.01% | −66−4.9% | Reduced |
| Cipher Capital LP | 1,274 | $523.6K | 0.09% | +1,274 | New |
| QCM Cayman, Ltd. | 1,263 | $519.1K | 3.05% | +1,263 | New |
| Banque Cantonale Vaudoise | 1,245 | $512.0K | 0.02% | −140−10.1% | Reduced |
| DC Investments Management, LLC | 1,229 | $505.1K | 0.58% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 1,228 | $504.7K | 0.50% | −642−34.3% | Reduced |
| American International Group, Inc. | 1,221 | $501.8K | 0.00% | +234+23.7% | Added |
| Ossiam | 1,215 | $499.4K | 0.01% | +684+128.8% | Added |
| Prelude Capital Management, LLC | 1,213 | $498.5K | 0.04% | +1,213 | New |
| Westpac Banking Corp | 1,208 | $496.5K | 0.04% | −9,271−88.5% | Reduced |
| Leonteq Securities AG | 1,203 | $494.4K | 0.05% | −473−28.2% | Reduced |
| Connective Portfolio Management, LLC | 1,200 | $494.0K | 1.22% | +1,200 | New |
| Fulton Bank, N.A. | 1,183 | $486.2K | 0.02% | +86+7.8% | Added |
| Bleakley Financial Group, LLC | 1,170 | $480.9K | 0.02% | +26+2.3% | Added |
| Sawtooth Solutions, LLC | 1,169 | $480.5K | 0.01% | +25+2.2% | Added |
| Capital CS Group, LLC | 1,166 | $479.2K | 0.49% | +1,166 | New |
| Riverstone Advisors, LLC | 1,150 | $472.6K | 0.29% | −6−0.5% | Reduced |
| Ellevest, Inc. | 1,123 | $461.5K | 0.03% | +686+157.0% | Added |
| Sepio Capital, LP | 1,117 | $459.1K | 0.04% | +4+0.4% | Added |
| Mutual of America Capital Management LLC | 1,107 | $455.0K | 0.01% | +35+3.3% | Added |
| CSS LLC | 1,100 | $452.1K | 0.03% | +1,100 | New |
| Delphia (USA) Inc. | 1,097 | $450.9K | 0.71% | −1,709−60.9% | Reduced |
| Draper Asset Management, LLC | 1,053 | $432.8K | 0.43% | +1,053 | New |
| 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 |
| Western Wealth Management, LLC | 1,005 | $413.0K | 0.04% | −1,157−53.5% | Reduced |
| Trivest Advisors Ltd | 1,000 | $411.0K | 0.01% | +1,000 | 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 |
| Pier Capital, LLC | 988 | $406.1K | 0.06% | +988 | New |
| Clarius Group, LLC | 972 | $399.5K | 0.03% | −390−28.6% | Reduced |
| Avantax Advisory Services, Inc. | 925 | $380.2K | 0.00% | +925 | New |
| D.B. Root & Company, LLC | 925 | $380.2K | 0.14% | +925 | New |
| Cookson Peirce & Co Inc | 924 | $380.0K | 0.02% | +924 | New |
| Fund Management at Engine No. 1 LLC | 912 | $374.8K | 0.07% | +912 | New |
| Beacon Pointe Advisors, LLC | 908 | $373.1K | 0.01% | +908 | New |
| Van Eck Associates Corp | 886 | $364.0K | 0.00% | +886 | New |
| David J Yvars Group | 879 | $361.3K | 0.30% | +879 | New |
| Achmea Investment Management B.V. | 878 | $361.0K | 0.01% | +741+540.9% | Added |
| Federation des caisses Desjardins du Quebec | 863 | $354.7K | 0.00% | −28−3.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 850 | $349.0K | 0.01% | +850 | New |
| American Trust | 848 | $348.5K | 0.02% | +848 | New |
| Hamilton Point Investment Advisors, LLC | 843 | $346.5K | 0.08% | +843 | New |
| Eqis Capital Management, Inc. | 841 | $345.6K | 0.04% | +841 | New |
| Wedbush Securities Inc | 832 | $342.0K | 0.02% | −199−19.3% | Reduced |
| CIBC World Markets Inc. | 833 | $342.0K | 0.00% | +833 | New |
| Bokf, NA | 831 | $341.5K | 0.01% | −19−2.2% | Reduced |
| Atria Wealth Solutions, Inc. | 830 | $341.1K | 0.00% | +830 | New |
| Archetype Wealth Partners | 820 | $337.0K | 0.07% | +820 | New |
| Stephens Inc | 819 | $336.6K | 0.01% | +819 | New |
| Awm Capital, LLC | 800 | $328.8K | 0.08% | +800 | New |
| Prosperity Wealth Management, Inc. | 790 | $324.7K | 0.21% | +790 | New |
| Bridgefront Capital, LLC | 782 | $321.4K | 0.17% | +782 | New |
| Ostrum Asset Management | 777 | $319.3K | 0.03% | +1+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 776 | $318.9K | 0.02% | +776 | New |
| Mount Lucas Management LP | 774 | $318.1K | 0.11% | +774 | New |
| Vident Investment Advisory, LLC | 752 | $309.1K | 0.01% | +752 | New |
| Prio Wealth Limited Partnership | 750 | $308.2K | 0.01% | +750 | New |
| Advisory Research Inc | 747 | $307.0K | 0.04% | +747 | New |
| Chicago Trust Co NA | 745 | $306.2K | 0.07% | +745 | New |
| Magnetar Financial LLC | 740 | $304.1K | 0.01% | +740 | New |
| Boothbay Fund Management, LLC | 739 | $303.7K | 0.01% | +739 | New |
| Advisor Partners II, LLC | 737 | $302.8K | 0.01% | +737 | New |
| Spence Asset Management | 735 | $302.0K | 0.08% | −43−5.5% | Reduced |
| Yousif Capital Management, LLC | 727 | $298.8K | 0.00% | +727 | New |
| EP Wealth Advisors, LLC | 25,909 | $297.1K | 0.00% | +25,909 | New |
| Wintrust Investments LLC | 721 | $296.0K | 0.03% | +721 | New |
| Cigna Investments Inc | 715 | $294.0K | 0.05% | +715 | New |
| Everhart Financial Group, Inc. | 714 | $293.4K | 0.12% | +714 | New |
| Appleton Partners Inc | 712 | $293.0K | 0.02% | +712 | New |
| Cornerstone Wealth Management, LLC | 706 | $290.2K | 0.03% | +706 | New |
| Chicago Partners Investment Group LLC | 725 | $289.1K | 0.02% | −424−36.9% | Reduced |
| Harvest Fund Management Co., Ltd | 703 | $289.0K | 0.06% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 701 | $288.1K | 0.85% | −212−23.2% | Reduced |
| Herbst Group, LLC | 700 | $287.7K | 0.20% | +700 | New |
| Financial Perspectives, Inc | 697 | $286.5K | 0.13% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 696 | $286.0K | 0.08% | +696 | New |
| FDx Advisors, Inc. | 695 | $286.0K | 0.02% | +695 | New |
| Shay Capital LLC | 695 | $285.6K | 0.10% | +695 | New |
| Acorn Financial Advisory Services Inc | 679 | $279.1K | 0.05% | +679 | New |
| Mayflower Financial Advisors, LLC | 673 | $276.6K | 0.04% | +673 | New |
| Meiji Yasuda Asset Management Co Ltd. | 670 | $275.0K | 0.01% | +670 | New |
| Wealth Alliance | 669 | $275.0K | 0.04% | +669 | New |