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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 649 | $266.7K | 0.01% | +649 | New |
| Prime Capital Investment Advisors, LLC | 648 | $266.3K | 0.01% | +648 | New |
| Raymond James Trust N.A. | 639 | $262.0K | 0.01% | +639 | New |
| OneAscent Wealth Management LLC | 629 | $259.0K | 0.12% | +629 | New |
| Kingswood Wealth Advisors, LLC | 625 | $256.9K | 0.08% | +625 | New |
| Nichols & Pratt Advisers LLP | 600 | $246.6K | 0.02% | +600 | New |
| Diametric Capital, LP | 595 | $244.5K | 0.11% | +595 | New |
| Sequoia Financial Advisors, LLC | 594 | $244.2K | 0.00% | +594 | New |
| Fortis Capital Management LLC | 591 | $242.9K | 0.09% | +591 | New |
| HB Wealth Management, LLC | 580 | $238.4K | 0.00% | +580 | New |
| ProShare Advisors LLC | 578 | $237.6K | 0.00% | +578 | New |
| Valley National Advisers Inc | 562 | $231.0K | 0.04% | −6−1.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 558 | $229.3K | 0.01% | +558 | New |
| Ignite Planners, LLC | 587 | $228.1K | 0.09% | +587 | New |
| CAPROCK Group, Inc. | 541 | $222.3K | 0.02% | +541 | New |
| Summit Trail Advisors, LLC | 538 | $221.1K | 0.01% | +538 | New |
| Fifth Third Bancorp | 537 | $220.7K | 0.00% | +1+0.2% | Added |
| OneAscent Financial Services LLC | 536 | $220.0K | 0.10% | +536 | New |
| Cetera Advisors LLC | 535 | $219.9K | 0.00% | +535 | New |
| Schechter Investment Advisors, LLC | 533 | $219.1K | 0.02% | +533 | New |
| Meeder Advisory Services, Inc. | 529 | $217.4K | 0.02% | +529 | New |
| Fiduciary Trust Co | 523 | $214.9K | 0.00% | +523 | New |
| Baldwin Brothers Inc | 515 | $211.7K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 510 | $209.6K | 0.01% | −1,084−68.0% | Reduced |
| Northside Capital Management, LLC | 510 | $209.6K | 0.07% | +510 | New |
| Newbridge Financial Services Group, Inc. | 506 | $208.0K | 0.10% | −21−4.0% | Reduced |
| Karani Asset Management LLC | 503 | $206.7K | 0.21% | −1,986−79.8% | Reduced |
| Roth Financial Partners LLC | 500 | $205.5K | 0.13% | +500 | New |
| UniSuper Management Pty Ltd | 500 | $205.5K | 0.00% | +500 | New |
| Bessemer Group Inc | 496 | $204.0K | 0.00% | +496 | New |
| Allworth Financial LP | 495 | $203.4K | 0.00% | −20−3.9% | Reduced |
| Truvestments Capital LLC | 492 | $202.2K | 0.10% | −158−24.3% | Reduced |
| Tealwood Asset Management Inc | 491 | $202.0K | 0.10% | +491 | New |
| Perennial Investment Advisors, LLC | 490 | $201.4K | 0.04% | −100−16.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 489 | $201.0K | 0.05% | +489 | New |
| Quent Capital, LLC | 428 | $175.9K | 0.03% | +2+0.5% | Added |
| Quadrant Capital Group LLC | 390 | $160.3K | 0.02% | −4−1.0% | Reduced |
| Farther Finance Advisors, LLC | 390 | $160.3K | 0.04% | +16+4.3% | Added |
| Spire Wealth Management | 389 | $159.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $156.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 379 | $155.8K | 0.00% | +274+261.0% | Added |
| Hollencrest Capital Management | 355 | $145.9K | 0.02% | +355 | New |
| Emerald Mutual Fund Advisers Trust | 352 | $144.7K | 0.01% | +352 | New |
| GWM Advisors LLC | 350 | $143.8K | 0.00% | +257+276.3% | Added |
| Laurel Wealth Advisors LLC | 303 | $124.5K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 303 | $124.5K | 0.01% | +50+19.8% | Added |
| EMC Capital Management | 10,727 | $121.0K | 0.25% | +9,227+615.1% | Added |
| Centiva Capital, LP | 291 | $119.6K | 0.01% | +96+49.2% | Added |
| Geneos Wealth Management Inc. | 291 | $119.6K | 0.01% | +100+52.4% | Added |
| Focused Wealth Management, Inc | 250 | $102.7K | 0.02% | +250 | New |
| Advisors Asset Management, Inc. | 245 | $100.7K | 0.00% | −109−30.8% | Reduced |
| First Horizon Advisors, Inc. | 228 | $93.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 200 | $82.2K | 0.01% | −34−14.5% | Reduced |
| Alta Advisers Ltd | 200 | $82.2K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 199 | $81.8K | 0.01% | +14+7.6% | Added |
| DuPont Capital Management Corp | 189 | $77.7K | 0.00% | −22−10.4% | Reduced |
| Ci Investments Inc. | 188 | $77.0K | 0.00% | +11+6.2% | Added |
| Elequin Capital LP | 163 | $67.0K | 0.03% | +163 | New |
| Harel Insurance Investments & Financial Services Ltd. | 160 | $66.0K | 0.00% | −10−5.9% | Reduced |
| Manchester Capital Management LLC | 154 | $63.3K | 0.01% | +1+0.7% | Added |
| Stonebridge Capital Advisors LLC | 150 | $61.6K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 150 | $61.0K | 0.00% | −48,168−99.7% | Reduced |
| Pacer Advisors, Inc. | 140 | $57.5K | 0.00% | +89+174.5% | Added |
| Umb Bank N A | 137 | $56.3K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 137 | $56.3K | 0.03% | +137 | New |
| Lumature Wealth Partners, LLC | 134 | $55.1K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 132 | $54.3K | 0.00% | −2−1.5% | Reduced |
| Cambridge Trust Co | 130 | $53.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 127 | $52.2K | 0.02% | +3+2.4% | Added |
| IFP Advisors, Inc | 1,105 | $51.4K | 0.00% | −127−10.3% | Reduced |
| Financial Avengers, Inc. | 120 | $49.3K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 114 | $46.9K | 0.00% | −35−23.5% | Reduced |
| CVA Family Office, LLC | 110 | $45.2K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 110 | $45.2K | 0.00% | +110 | New |
| AdvisorNet Financial, Inc | 109 | $44.8K | 0.00% | +3+2.8% | Added |
| Coppell Advisory Solutions LLC | 107 | $43.1K | 0.01% | +107 | New |
| Central Trust Co | 100 | $41.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $41.1K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $41.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $41.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 94 | $38.6K | 0.01% | +60+176.5% | Added |
| Adirondack Trust Co | 88 | $37.3K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 90 | $37.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 86 | $35.3K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 85 | $34.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 80 | $32.9K | 0.00% | −1−1.2% | Reduced |
| First Financial Corp | 80 | $32.9K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $28.0K | 0.00% | +38+131.0% | Added |
| Riverview Trust Co | 68 | $27.9K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 65 | $27.0K | 0.01% | +65 | New |
| GPS Wealth Strategies Group, LLC | 63 | $25.9K | 0.00% | +63 | New |
| Kistler-Tiffany Companies, LLC | 62 | $25.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $25.5K | 0.00% | +9+17.0% | Added |
| Safeguard Financial, LLC | 59 | $24.0K | 0.01% | +59 | New |
| Quarry LP | 58 | $23.8K | 0.02% | +58 | New |
| Raleigh Capital Management Inc. | 57 | $23.4K | 0.01% | +5+9.6% | Added |
| Western Pacific Wealth Management, LP | 55 | $22.6K | 0.02% | +55 | New |
| Financial Freedom, LLC | 53 | $21.8K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 51 | $21.0K | 0.00% | +51 | New |
| Sunbelt Securities, Inc. | 49 | $20.1K | 0.00% | 00.0% | Unchanged |