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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 200 | $69.2K | 0.04% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 200 | $69.2K | 0.01% | +200 | New |
| EverSource Wealth Advisors, LLC | 201 | $69.5K | 0.01% | +1+0.5% | Added |
| Lindbrook Capital, LLC | 201 | $69.5K | 0.01% | +2+1.0% | Added |
| First Horizon Advisors, Inc. | 228 | $78.9K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 242 | $83.7K | 0.00% | +102+72.9% | Added |
| Focused Wealth Management, Inc | 250 | $86.5K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 253 | $87.5K | 0.00% | −50−16.5% | Reduced |
| Advisors Asset Management, Inc. | 260 | $89.9K | 0.00% | +15+6.1% | Added |
| Geneos Wealth Management Inc. | 278 | $96.1K | 0.00% | −13−4.5% | Reduced |
| Laurel Wealth Advisors LLC | 303 | $104.8K | 0.02% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 352 | $121.7K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 357 | $123.0K | 0.00% | −2,913−89.1% | Reduced |
| Bessemer Group Inc | 359 | $124.0K | 0.00% | −137−27.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $125.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 390 | $134.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 392 | $135.6K | 0.01% | +3+0.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 434 | $150.1K | 0.08% | +404+1,346.7% | Added |
| Northwestern Mutual Wealth Management Co | 437 | $151.1K | 0.00% | +58+15.3% | Added |
| GWM Advisors LLC | 441 | $152.5K | 0.00% | +91+26.0% | Added |
| Quent Capital, LLC | 444 | $153.6K | 0.02% | +16+3.7% | Added |
| Desjardins Global Asset Management Inc. | 448 | $154.9K | 0.02% | +448 | New |
| Farther Finance Advisors, LLC | 451 | $155.9K | 0.02% | +61+15.6% | Added |
| Newbridge Financial Services Group, Inc. | 459 | $158.8K | 0.08% | −47−9.3% | Reduced |
| Perennial Investment Advisors, LLC | 490 | $169.5K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 492 | $170.2K | 0.09% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 500 | $172.9K | 1.08% | −4,077−89.1% | Reduced |
| UniSuper Management Pty Ltd | 500 | $172.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $173.0K | 0.12% | +500 | New |
| Allworth Financial LP | 502 | $173.6K | 0.00% | +7+1.4% | Added |
| Baldwin Brothers Inc | 515 | $178.1K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 523 | $180.9K | 0.00% | −14−2.6% | Reduced |
| Valley National Advisers Inc | 564 | $195.0K | 0.03% | +2+0.4% | Added |
| Wesbanco Bank Inc | 584 | $202.0K | 0.01% | +584 | New |
| Foundations Investment Advisors, LLC | 587 | $203.0K | 0.01% | +587 | New |
| Prospera Financial Services Inc | 588 | $203.4K | 0.01% | −61−9.4% | Reduced |
| Sequoia Financial Advisors, LLC | 599 | $207.2K | 0.00% | +5+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 602 | $208.2K | 0.00% | −261−30.2% | Reduced |
| EP Wealth Advisors, LLC | 610 | $211.0K | 0.00% | −25,299−97.6% | Reduced |
| Harvest Fund Management Co., Ltd | 613 | $212.0K | 0.04% | −90−12.8% | Reduced |
| Clare Market Investments LLC | 624 | $215.8K | 0.08% | +624 | New |
| Keystone Investors Pte Ltd | 625 | $216.2K | 0.03% | +625 | New |
| HB Wealth Management, LLC | 640 | $221.3K | 0.00% | +60+10.3% | Added |
| Cornerstone Wealth Management, LLC | 642 | $222.0K | 0.02% | −64−9.1% | Reduced |
| Wealth Alliance | 645 | $223.1K | 0.04% | −24−3.6% | Reduced |
| Cetera Advisors LLC | 652 | $225.5K | 0.00% | +117+21.9% | Added |
| Prime Capital Investment Advisors, LLC | 656 | $226.9K | 0.00% | +8+1.2% | Added |
| TFB Advisors LLC | 660 | $228.3K | 0.28% | +660 | New |
| Jefferies Financial Group Inc. | 661 | $228.6K | 0.01% | −7,587−92.0% | Reduced |
| American Trust | 664 | $229.7K | 0.02% | −184−21.7% | Reduced |
| Mayflower Financial Advisors, LLC | 666 | $230.3K | 0.03% | −7−1.0% | Reduced |
| Brevan Howard Capital Management LP | 679 | $234.8K | 0.07% | +679 | New |
| Acorn Financial Advisory Services Inc | 679 | $234.9K | 0.04% | 00.0% | Unchanged |
| Mount Lucas Management LP | 685 | $236.9K | 0.09% | −89−11.5% | Reduced |
| AtonRa Partners | 686 | $237.3K | 0.50% | +686 | New |
| Avantax Advisory Services, Inc. | 690 | $238.6K | 0.00% | −235−25.4% | Reduced |
| Everhart Financial Group, Inc. | 694 | $240.0K | 0.10% | −20−2.8% | Reduced |
| Financial Perspectives, Inc | 697 | $241.1K | 0.11% | 00.0% | Unchanged |
| Herbst Group, LLC | 700 | $242.1K | 0.17% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 701 | $242.4K | 0.02% | −75−9.7% | Reduced |
| Bridgefront Capital, LLC | 706 | $244.2K | 0.17% | −76−9.7% | Reduced |
| Appleton Partners Inc | 712 | $246.0K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 715 | $247.0K | 0.06% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 687 | $251.3K | 0.08% | +687 | New |
| Qsemble Capital Management, LP | 729 | $252.1K | 0.05% | +729 | New |
| Achmea Investment Management B.V. | 741 | $256.0K | 0.01% | −137−15.6% | Reduced |
| Chicago Trust Co NA | 745 | $257.7K | 0.06% | 00.0% | Unchanged |
| Advisory Research Inc | 747 | $258.4K | 0.04% | 00.0% | Unchanged |
| Oak Thistle LLC | 748 | $258.7K | 0.08% | +748 | New |
| Prio Wealth Limited Partnership | 750 | $259.4K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 762 | $263.5K | 0.00% | +35+4.8% | Added |
| Inceptionr LLC | 779 | $269.4K | 0.15% | +779 | New |
| Meiji Yasuda Life Insurance Co | 780 | $269.8K | 0.01% | −70−8.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 790 | $273.2K | 0.01% | +120+17.9% | Added |
| FDx Advisors, Inc. | 792 | $274.0K | 0.02% | +97+14.0% | Added |
| Atria Wealth Solutions, Inc. | 795 | $275.0K | 0.00% | −35−4.2% | Reduced |
| Awm Capital, LLC | 806 | $278.8K | 0.06% | +6+0.8% | Added |
| Raymond James Trust N.A. | 812 | $280.8K | 0.01% | +173+27.1% | Added |
| Spence Asset Management | 832 | $288.0K | 0.09% | +97+13.2% | Added |
| Hamilton Point Investment Advisors, LLC | 843 | $291.6K | 0.07% | 00.0% | Unchanged |
| Archetype Wealth Partners | 850 | $294.0K | 0.06% | +30+3.7% | Added |
| Sender Co & Partners, Inc. | 860 | $297.4K | 0.49% | +860 | New |
| Dynamic Technology Lab Private Ltd | 865 | $299.0K | 0.03% | +865 | New |
| O'Shaughnessy Asset Management, LLC | 897 | $310.2K | 0.00% | +897 | New |
| Tanager Wealth Management LLP | 914 | $316.1K | 0.07% | +914 | New |
| Seaport Global Advisors, LLC | 915 | $316.5K | 0.95% | +214+30.5% | Added |
| We Are One Seven, LLC | 915 | $316.5K | 0.02% | +915 | New |
| Waycross Partners, LLC | 925 | $319.9K | 0.07% | −800−46.4% | Reduced |
| D.B. Root & Company, LLC | 925 | $319.9K | 0.12% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 939 | $324.8K | 0.17% | +939 | New |
| Teza Capital Management LLC | 941 | $325.5K | 0.05% | +941 | New |
| Stephens Inc | 954 | $329.9K | 0.01% | +135+16.5% | Added |
| Clarius Group, LLC | 972 | $336.2K | 0.03% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 973 | $336.5K | 0.01% | −197−16.8% | Reduced |
| Sawtooth Solutions, LLC | 973 | $336.5K | 0.01% | −196−16.8% | Reduced |
| Ossiam | 974 | $336.9K | 0.01% | −241−19.8% | Reduced |
| Beacon Pointe Advisors, LLC | 982 | $339.6K | 0.00% | +74+8.1% | Added |
| Crewe Advisors LLC | 1,000 | $345.9K | 0.06% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 1,000 | $345.9K | 0.05% | +1,000 | New |
| Machina Capital S.A.S. | 1,001 | $346.2K | 0.19% | +1,001 | New |