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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, Q3 2023

Institutional positions in MongoDB, Inc. as of Sep 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
668
+14 vs. Q2 2023
Shares held
64.5M
+718.8K (+1.1%) vs. Q2 2023
Total value
$22.3B
−$3.78B (−14.5%) vs. Q2 2023
New holders
99
254 more added
Sold out
85
209 more reduced

9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 668 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 heldQ3 2023: $22.3B
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, Q3 2023

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q2 2023.

Institutions holding MDB in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FinTrust Capital Advisors, LLC3$120.00%+3New
First Manhattan Co1$3450.00%+1New
Anchor Investment Management, LLC1$3460.00%00.0%Unchanged
Retirement Group, LLC1$3460.00%00.0%Unchanged
TFC Financial Management1$3460.00%00.0%Unchanged
Institutional & Family Asset Management, LLC2$6920.00%00.0%Unchanged
SJS Investment Consulting Inc.2$6920.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.2$6920.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Steward Financial Group LLC5$1.00K0.00%+5New
Sofos Investments, Inc.4$1.15K0.00%−407−99.0%Reduced
Blue Bell Private Wealth Management, LLC4$1.38K0.00%00.0%Unchanged
Gradient Investments LLC4$1.38K0.00%00.0%Unchanged
Sound Income Strategies, LLC4$1.38K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC4$1.38K0.00%00.0%Unchanged
Albion Financial Group4$1.38K0.00%−2−33.3%Reduced
Clearstead Advisors, LLC4$1.38K0.00%+4New
Raffa Wealth Management, LLC5$1.73K0.00%00.0%Unchanged
Larson Financial Group LLC5$1.73K0.00%+5New
Wolff Wiese Magana LLC5$1.73K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.6$2.08K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC8$2.77K0.00%+8New
Ronald Blue Trust, Inc.8$3.00K0.00%+5+166.7%Added
Kelly Financial Services LLC9$3.11K0.00%+9New
AdvisorNet Financial, Inc10$3.46K0.00%−99−90.8%Reduced
Beacon Capital Management, LLC9$3.70K0.00%00.0%Unchanged
Atticus Wealth Management, LLC11$3.81K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC11$3.81K0.00%+2+22.2%Added
Avion Wealth13$4.00K0.00%+1+8.3%Added
Ancora Advisors, LLC12$4.15K0.00%00.0%Unchanged
RFP Financial Group LLC12$4.15K0.00%00.0%Unchanged
Versant Capital Management, Inc13$4.50K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC14$4.84K0.00%+10+250.0%Added
Tower View Investment Management & Research LLC15$5.00K0.00%00.0%Unchanged
NBC Securities, Inc.17$5.00K0.00%+17New
Massmutual Trust Co FSB15$5.19K0.00%+1+7.1%Added
Harbour Investments, Inc.16$5.53K0.00%+4+33.3%Added
Baker Avenue Asset Management, LP16$5.53K0.00%+11+220.0%Added
Grove Bank & Trust18$6.22K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$6.92K0.01%+20New
Macroview Investment Management LLC20$6.92K0.01%−9−31.0%Reduced
Hantz Financial Services, Inc.21$7.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P20$7.00K0.00%+20New
Zions Bancorporation, N.A.24$8.30K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC26$8.99K0.01%+26New
Salem Investment Counselors Inc26$8.99K0.00%00.0%Unchanged
Earnest Partners LLC28$9.68K0.00%00.0%Unchanged
Glassman Wealth Services28$9.68K0.00%00.0%Unchanged
WR Wealth Planners, LLC31$10.7K0.00%+31New
Bell Investment Advisors, Inc32$11.1K0.00%+2+6.7%Added
Steward Partners Investment Advisory, LLC36$12.5K0.00%00.0%Unchanged
Liberty One Investment Management, LLC36$12.5K0.00%+3+9.1%Added
Cornerstone Planning Group LLC37$12.8K0.00%+1+2.8%Added
Northwest Capital Management Inc38$13.1K0.01%00.0%Unchanged
Front Row Advisors LLC40$13.8K0.01%00.0%Unchanged
Rise Advisors, LLC41$14.2K0.01%00.0%Unchanged
Park Place Capital Corp46$15.9K0.00%00.0%Unchanged
KB Financial Partners, LLC45$16.0K0.00%−20−30.8%Reduced
Hexagon Capital Partners LLC48$16.6K0.00%00.0%Unchanged
Sunbelt Securities, Inc.49$16.9K0.00%00.0%Unchanged
Financial Freedom, LLC53$18.3K0.01%00.0%Unchanged
Western Pacific Wealth Management, LP55$19.0K0.02%00.0%Unchanged
Credit Agricole S A60$20.8K0.00%+9+17.6%Added
Covestor Ltd59$21.0K0.02%+17+40.5%Added
GPS Wealth Strategies Group, LLC62$21.4K0.00%−1−1.6%Reduced
Private Trust Co NA64$22.1K0.00%+2+3.2%Added
Capital Advisors, Ltd. LLC67$23.0K0.00%00.0%Unchanged
Riverview Trust Co68$23.5K0.02%00.0%Unchanged
Ofi Invest Asset Management75$24.5K0.00%+75New
Montag A & Associates Inc79$27.2K0.00%−1−1.3%Reduced
First Financial Corp80$27.7K0.02%00.0%Unchanged
Sandy Spring Bank85$29.4K0.00%00.0%Unchanged
JJJ Advisors Inc.86$29.7K0.01%00.0%Unchanged
Adirondack Trust Co88$30.4K0.02%00.0%Unchanged
BluePath Capital Management, LLC88$30.4K0.03%+88New
Carmichael Hill & Associates, Inc.90$31.1K0.02%00.0%Unchanged
Bartlett & Co. Wealth Management LLC100$34.6K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$34.6K0.00%00.0%Unchanged
AM Squared Ltd100$34.6K0.05%+100New
Bartlett & Co. LLC100$35.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.102$35.3K0.00%+102New
Castleview Partners, LLC106$36.7K0.03%+106New
Central Trust Co108$37.4K0.00%+8+8.0%Added
St Germain D J Co Inc110$38.0K0.00%00.0%Unchanged
Huntington National Bank110$38.0K0.00%+81+279.3%Added
AlphaCentric Advisors LLC117$40.5K0.02%−20−14.6%Reduced
Financial Avengers, Inc.120$41.5K0.03%00.0%Unchanged
Abound Wealth Management124$42.9K0.02%−3−2.4%Reduced
Cambridge Trust Co130$45.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust130$45.0K0.01%+36+38.3%Added
Global Retirement Partners, LLC140$47.0K0.00%+8+6.1%Added
Umb Bank N A137$47.4K0.00%00.0%Unchanged
FNY Investment Advisers, LLC140$48.0K0.03%+140New
Proequities, Inc.144$49.8K0.00%+30+26.3%Added
Raleigh Capital Management Inc.146$50.5K0.03%+89+156.1%Added
Harel Insurance Investments & Financial Services Ltd.147$51.0K0.00%−13−8.1%Reduced
Stonebridge Capital Advisors LLC150$51.9K0.01%00.0%Unchanged
Manchester Capital Management LLC154$53.3K0.01%00.0%Unchanged
Jamison Private Wealth Management, Inc.179$61.9K0.01%+179New
Ci Investments Inc.198$68.0K0.00%+10+5.3%Added