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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 3 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.

Q3 2023 vs. Q2 2023

How the institutions holding MongoDB, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of MDB: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders6639668+14
Shares63.8M52.8K64.5M+718.8K (+1.1%)
Value$26.1B$21.7M$22.3B−$3.78B (−14.5%)

9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (99)

Institutions that held MongoDB, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to MDB in Q3 2023
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd329,675$114.0M0.34%
Twinbeech Capital LP114,422$39.6M0.76%
Quadrature Capital Ltd108,371$37.5M0.77%
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners105,000$36.3M0.52%
Pictet Asset Management Holding SA91,042$31.5M0.04%
Vaughan Nelson Investment Management, L.P.89,275$30.9M0.35%
Atalanta Sosnoff Capital, LLC43,558$15.1M0.45%
CIBC World Markets Corp40,000$13.8M0.14%
Point72 Middle East FZE35,727$12.4M0.75%
Kettle Hill Capital Management, LLC34,953$12.1M2.69%
Wealth Enhancement Advisory Services, LLC28,142$9.73M0.03%
Caxton Associates LP20,000$6.92M0.97%
GTS Securities LLC17,618$6.09M0.13%
Aquatic Capital Management LLC16,520$5.71M0.24%
Tenere Capital LLC15,600$5.40M2.08%
Force Hill Capital Management LP13,009$4.50M3.89%
QRG Capital Management, Inc.12,305$4.26M0.07%
Campbell & CO Investment Adviser LLC12,222$4.23M0.51%
Comerica Bank10,185$3.52M0.02%
Adage Capital Partners GP, L.L.C.10,000$3.46M0.01%
Davidson Kempner Capital Management LP10,000$3.46M0.05%
Ratan Capital Management LP9,000$3.11M2.36%
Crestline Management, LP8,948$3.09M0.37%
Eventide Asset Management, LLC7,291$2.52M0.05%
Bridgeway Capital Management, LLC7,100$2.46M0.06%
Jacobs Levy Equity Management, Inc7,093$2.45M0.01%
Kadensa Capital Ltd5,797$2.00M0.40%
NWK Group, Inc.5,782$2.00M1.23%
Caption Management, LLC5,700$1.97M0.25%
Harvest Investment Services, LLC4,849$1.68M1.08%
Chartwell Investment Partners, LLC4,658$1.61M0.06%
Liontrust Investment Partners LLP4,000$1.38M0.02%
AIA Group Ltd3,300$1.14M0.06%
Steel Peak Wealth Management LLC2,916$1.01M0.06%
Blueshift Asset Management, LLC2,609$902.3K0.53%
Seven Eight Capital, LP2,510$868.1K0.10%
Samson Rock Capital LLP2,495$862.9K0.28%
Natixis Investment Managers International2,315$800.7K0.06%
Echo Street Capital Management LLC2,103$727.3K0.01%
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.2,030$702.1K3.15%
Edgestream Partners, L.P.2,010$695.2K0.06%
Strategic Advocates LLC1,994$689.6K0.32%
NVWM, LLC1,948$673.7K0.22%
Shariaportfolio, Inc.1,922$665.0K0.53%
Envestnet Portfolio Solutions, Inc.1,881$650.6K0.00%
STRS Ohio1,812$626.0K0.00%
Park Avenue Securities LLC1,798$622.0K0.01%
Meridian Investment Counsel Inc.1,742$602.5K0.23%
GraniteShares Advisors LLC1,719$594.5K0.55%
Western Financial Corp1,639$566.9K0.42%
Fox Run Management, L.L.C.1,479$511.5K0.15%
Point72 Asset Management, L.P.1,422$491.8K0.00%
Capula Management Ltd1,400$484.2K0.03%
Vident Advisory, LLC1,311$453.4K0.01%
Jag Capital Management, LLC1,227$424.4K0.05%
CTC Alternative Strategies, Ltd.1,200$415.0K0.78%
New England Research & Management, Inc.1,075$372.0K0.21%
Machina Capital S.A.S.1,001$346.2K0.19%
Royal Fund Management, LLC1,000$345.9K0.05%
Teza Capital Management LLC941$325.5K0.05%
Nebula Research & Development LLC939$324.8K0.17%
We Are One Seven, LLC915$316.5K0.02%
Tanager Wealth Management LLP914$316.1K0.07%
O'Shaughnessy Asset Management, LLC897$310.2K0.00%
Dynamic Technology Lab Private Ltd865$299.0K0.03%
Sender Co & Partners, Inc.860$297.4K0.49%
Inceptionr LLC779$269.4K0.15%
Oak Thistle LLC748$258.7K0.08%
Qsemble Capital Management, LP729$252.1K0.05%
Accurate Wealth Management, LLC687$251.3K0.08%
AtonRa Partners686$237.3K0.50%
Brevan Howard Capital Management LP679$234.8K0.07%
TFB Advisors LLC660$228.3K0.28%
Keystone Investors Pte Ltd625$216.2K0.03%
Clare Market Investments LLC624$215.8K0.08%
Foundations Investment Advisors, LLC587$203.0K0.01%
Wesbanco Bank Inc584$202.0K0.01%
Clear Street Markets LLC500$173.0K0.12%
Desjardins Global Asset Management Inc.448$154.9K0.02%
Provenance Wealth Advisors, LLC200$69.2K0.01%
Jamison Private Wealth Management, Inc.179$61.9K0.01%
FNY Investment Advisers, LLC140$48.0K0.03%
Castleview Partners, LLC106$36.7K0.03%
Cullen/Frost Bankers, Inc.102$35.3K0.00%
AM Squared Ltd100$34.6K0.05%
BluePath Capital Management, LLC88$30.4K0.03%
Ofi Invest Asset Management75$24.5K0.00%
WR Wealth Planners, LLC31$10.7K0.00%
Authentikos Wealth Advisory, LLC26$8.99K0.01%
Loomis Sayles & Co L P20$7.00K0.00%
HighMark Wealth Management LLC20$6.92K0.01%
NBC Securities, Inc.17$5.00K0.00%
Kelly Financial Services LLC9$3.11K0.00%
VisionPoint Advisory Group, LLC8$2.77K0.00%
Larson Financial Group LLC5$1.73K0.00%
Clearstead Advisors, LLC4$1.38K0.00%
Steward Financial Group LLC5$1.00K0.00%
First Manhattan Co1$3450.00%
FinTrust Capital Advisors, LLC3$120.00%

Sold out (85)

Institutions that held MongoDB, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of MDB in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Yong Rong (HK) Asset Management Ltd131,810$54.2M
O'Neil Global Advisors, Inc.67,492$27.7M
Trexquant Investment LP64,805$26.6M
Natixis63,186$26.0M
Nishkama Capital, LLC60,467$24.9M
Laurion Capital Management LP55,856$23.0M
Bank of Nova Scotia54,612$22.4M
Woodline Partners LP38,888$16.0M
Hampton Road Capital Management LP27,500$11.3M
Weiss Multi-Strategy Advisers LLC18,000$7.40M
Maytus Capital Management, LLC16,000$6.58M
Brookfield Asset Management Inc.13,201$5.43M
Wealth High Governance Capital Ltda10,000$4.11M
Two Sigma Securities, LLC7,951$3.27M
Teachers Retirement System of the State of Kentucky7,142$2.94M
Ergoteles LLC5,184$2.13M
Public Sector Pension Investment Board4,347$1.79M
Ardsley Advisory Partners LP4,000$1.64M
Geneva Partners, LLC3,648$1.50M
Atria Investments LLC2,788$1.15M
Nomura Holdings Inc2,528$1.04M
Soros Fund Management LLCSuperinvestorSoros Fund Management2,500$1.03M
Sassicaia Capital Advisers LLC2,500$1.03M
Veritable, L.P.2,321$953.9K
Quantbot Technologies LP2,317$952.3K
Paloma Partners Management Co2,126$873.8K
Gsa Capital Partners LLP2,111$868.0K
Regal Investment Advisors LLC1,789$735.3K
Paragon Advisors, LLC1,728$709.0K
Headlands Technologies LLC1,337$549.5K
QCM Cayman, Ltd.1,263$519.1K
Connective Portfolio Management, LLC1,200$494.0K
Capital CS Group, LLC1,166$479.2K
Delphia (USA) Inc.1,097$450.9K
Trivest Advisors Ltd1,000$411.0K
Van Eck Associates Corp886$364.0K
CIBC World Markets Inc.833$342.0K
Prosperity Wealth Management, Inc.790$324.7K
Vident Investment Advisory, LLC752$309.1K
Magnetar Financial LLC740$304.1K
Boothbay Fund Management, LLC739$303.7K
Chicago Partners Investment Group LLC725$289.1K
Waterloo Capital, L.P.696$286.0K
Shay Capital LLC695$285.6K
OneAscent Wealth Management LLC629$259.0K
Kingswood Wealth Advisors, LLC625$256.9K
Nichols & Pratt Advisers LLP600$246.6K
Diametric Capital, LP595$244.5K
Fortis Capital Management LLC591$242.9K
ProShare Advisors LLC578$237.6K
Vestmark Advisory Solutions, Inc.558$229.3K
Ignite Planners, LLC587$228.1K
CAPROCK Group, Inc.541$222.3K
Summit Trail Advisors, LLC538$221.1K
OneAscent Financial Services LLC536$220.0K
Schechter Investment Advisors, LLC533$219.1K
Meeder Advisory Services, Inc.529$217.4K
Fiduciary Trust Co523$214.9K
Northside Capital Management, LLC510$209.6K
Dakota Wealth Management510$209.6K
Karani Asset Management LLC503$206.7K
Roth Financial Partners LLC500$205.5K
Tealwood Asset Management Inc491$202.0K
McGlone Suttner Wealth Management, Inc.489$201.0K
Hollencrest Capital Management355$145.9K
Centiva Capital, LP291$119.6K
DuPont Capital Management Corp189$77.7K
Elequin Capital LP163$67.0K
CVA Family Office, LLC110$45.2K
Coppell Advisory Solutions LLC107$43.1K
Safeguard Financial, LLC59$24.0K
Quarry LP58$23.8K
Creative Financial Designs Inc45$18.5K
ICA Group Wealth Management, LLC40$16.4K
West Tower Group, LLC29$11.9K
NewSquare Capital LLC23$9.45K
Fiduciary Alliance LLC20$8.22K
25 LLC17$6.92K
Tilia Fiduciary Partners, Inc.10$4.11K
Plante Moran Financial Advisors, LLC8$3.29K
Private Ocean, LLC7$2.88K
Motco3$1.23K
Disciplined Investments, LLC2$822
True Wealth Design, LLC1$411
VitalStone Financial, LLC1$0

Not filed for Q3 2023 yet (9)

Institutions that held MongoDB, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MDB in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA24,459$10.1M
Financial Architects, Inc10,000$4.11M
Efg Capital International Corp.9,264$3.81M
First Growth Investment Manager LP6,500$2.67M
Aj Wealth Strategies, LLC2,390$982.3K
Lumature Wealth Partners, LLC134$55.1K
Kistler-Tiffany Companies, LLC62$25.5K
First Capital Advisors Group, LLC.7$2.88K
BerganKDV Wealth Management, LLC3$1.23K