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Livermore
ZHEN

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
Hexagon Capital Partners LLC48$19.7K0.01%−1−2.0%Reduced
Park Place Capital Corp46$18.9K0.01%−9−16.4%Reduced
Creative Financial Designs Inc45$18.5K0.00%+45New
Covestor Ltd42$18.0K0.01%−1−2.3%Reduced
Rise Advisors, LLC41$16.9K0.01%−12−22.6%Reduced
ICA Group Wealth Management, LLC40$16.4K0.00%00.0%Unchanged
Front Row Advisors LLC40$16.0K0.01%+40New
Northwest Capital Management Inc38$15.6K0.01%+38New
Steward Partners Investment Advisory, LLC36$14.8K0.00%−21−36.8%Reduced
Cornerstone Planning Group LLC36$14.8K0.01%+36New
Liberty One Investment Management, LLC33$13.6K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna30$12.3K0.01%00.0%Unchanged
Bell Investment Advisors, Inc30$12.3K0.00%+8+36.4%Added
Huntington National Bank29$11.9K0.00%+12+70.6%Added
Macroview Investment Management LLC29$11.9K0.02%+29New
West Tower Group, LLC29$11.9K0.01%+29New
Earnest Partners LLC28$11.5K0.00%00.0%Unchanged
Glassman Wealth Services28$11.5K0.00%+7+33.3%Added
Salem Investment Counselors Inc26$10.7K0.00%+15+136.4%Added
Zions Bancorporation, N.A.24$9.86K0.00%+8+50.0%Added
NewSquare Capital LLC23$9.45K0.00%−18−43.9%Reduced
Hantz Financial Services, Inc.21$9.00K0.00%00.0%Unchanged
Fiduciary Alliance LLC20$8.22K0.00%+20New
Grove Bank & Trust18$7.40K0.00%00.0%Unchanged
25 LLC17$6.92K0.00%+2+13.3%Added
Tower View Investment Management & Research LLC15$6.00K0.00%+15New
Massmutual Trust Co FSB14$5.75K0.00%+2+16.7%Added
Versant Capital Management, Inc13$5.34K0.00%+3+30.0%Added
Ancora Advisors, LLC12$4.93K0.00%00.0%Unchanged
RFP Financial Group LLC12$4.93K0.00%00.0%Unchanged
Harbour Investments, Inc.12$4.93K0.00%+1+9.1%Added
Atticus Wealth Management, LLC11$4.52K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.10$4.11K0.00%00.0%Unchanged
Avion Wealth12$4.00K0.00%+11+1,100.0%Added
JFS Wealth Advisors, LLC9$3.70K0.00%00.0%Unchanged
Beacon Capital Management, LLC9$3.70K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC8$3.29K0.00%+8New
Private Ocean, LLC7$2.88K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.7$2.88K0.00%+7New
Sutton Wealth Advisors Inc.6$2.47K0.00%00.0%Unchanged
Albion Financial Group6$2.47K0.00%+6New
Baker Avenue Asset Management, LP5$2.06K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$2.06K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$2.06K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC4$1.64K0.00%00.0%Unchanged
Gradient Investments LLC4$1.64K0.00%+4New
Sound Income Strategies, LLC4$1.64K0.00%+4New
Impact Partnership Wealth, LLC4$1.64K0.00%+4New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$1.64K0.00%−1,466−99.7%Reduced
Sofos Investments, Inc.411$1.61K0.01%+411New
BerganKDV Wealth Management, LLC3$1.23K0.00%−1−25.0%Reduced
Motco3$1.23K0.00%+3New
Ronald Blue Trust, Inc.3$1.00K0.00%−2−40.0%Reduced
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC2$8220.00%00.0%Unchanged
Disciplined Investments, LLC2$8220.00%00.0%Unchanged
SJS Investment Consulting Inc.2$8220.00%+2New
Financial Synergies Wealth Advisors, Inc.2$8220.00%+2New
Anchor Investment Management, LLC1$4110.00%−999−99.9%Reduced
True Wealth Design, LLC1$4110.00%00.0%Unchanged
Retirement Group, LLC1$4110.00%00.0%Unchanged
TFC Financial Management1$4110.00%+1New
VitalStone Financial, LLC1$00.00%00.0%Unchanged
Tiger Global Management LLCSuperinvestorTiger Global Management0$00.00%−216,500−100.0%Sold out
Cinctive Capital Management LP0$00.00%−87,729−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−82,841−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−52,828−100.0%Sold out
Akaris Global Partners, LP0$00.00%−38,282−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−30,313−100.0%Sold out
Twinbeech Capital LP0$00.00%−25,755−100.0%Sold out
SeaTown Holdings Pte. Ltd.0$00.00%−25,000−100.0%Sold out
Ilmarinen Mutual Pension Insurance Co0$00.00%−21,285−100.0%Sold out
Force Hill Capital Management LP0$00.00%−18,600−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−16,946−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−15,000−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−11,113−100.0%Sold out
TCW Group Inc0$00.00%−10,580−100.0%Sold out
Sculptor Capital LP0$00.00%−7,282−100.0%Sold out
FIL Ltd0$00.00%−5,136−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−3,855−100.0%Sold out
Greenland Capital Management LP0$00.00%−3,176−100.0%Sold out
IMA Wealth, Inc.0$00.00%−2,600−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−2,493−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−2,170−100.0%Sold out
Weiss Asset Management LP0$00.00%−1,856−100.0%Sold out
Insight Holdings Group, LLC0$00.00%−1,800−100.0%Sold out
AXA S.A.0$00.00%−1,570−100.0%Sold out
XTX Topco Ltd0$00.00%−1,373−100.0%Sold out
Royal Fund Management, LLC0$00.00%−1,200−100.0%Sold out
AM Squared Ltd0$00.00%−1,200−100.0%Sold out
Winton Group Ltd0$00.00%−1,078−100.0%Sold out
D.A. Davidson & Co.0$00.00%−945−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−932−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−830−100.0%Sold out
Meeder Asset Management Inc0$00.00%−364−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−242−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−155−100.0%Sold out
Quintet Private Bank (Europe) S.A.0$00.00%−82−100.0%Sold out
Eventide Asset Management, LLC0$00.00%−81−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−47−100.0%Sold out