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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 1,009 | $349.0K | 0.06% | +97+10.6% | Added |
| Ellevest, Inc. | 1,014 | $350.7K | 0.03% | −109−9.7% | Reduced |
| CSS LLC | 1,050 | $363.2K | 0.03% | −50−4.5% | Reduced |
| Draper Asset Management, LLC | 1,061 | $367.0K | 0.39% | +8+0.8% | Added |
| Insigneo Advisory Services, LLC | 1,070 | $370.1K | 0.08% | +30+2.9% | Added |
| New England Research & Management, Inc. | 1,075 | $372.0K | 0.21% | +1,075 | New |
| RSM US Wealth Management LLC | 1,076 | $372.1K | 0.01% | +36+3.5% | Added |
| Wedbush Securities Inc | 1,089 | $377.0K | 0.02% | +257+30.9% | Added |
| Mutual of America Capital Management LLC | 1,107 | $382.8K | 0.00% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,107 | $383.0K | 0.03% | +183+19.8% | Added |
| Westpac Banking Corp | 1,108 | $383.2K | 0.03% | −100−8.3% | Reduced |
| National Asset Management, Inc. | 1,109 | $383.6K | 0.01% | −536−32.6% | Reduced |
| Sepio Capital, LP | 1,117 | $386.3K | 0.03% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 1,137 | $393.2K | 0.02% | +400+54.3% | Added |
| American International Group, Inc. | 1,142 | $395.0K | 0.00% | −79−6.5% | Reduced |
| Integrated Wealth Concepts LLC | 1,164 | $402.6K | 0.01% | −129−10.0% | Reduced |
| New York Life Investment Management LLC | 1,175 | $406.4K | 0.00% | −102−8.0% | Reduced |
| Riverstone Advisors, LLC | 1,191 | $411.9K | 0.28% | +41+3.6% | Added |
| CTC Alternative Strategies, Ltd. | 1,200 | $415.0K | 0.78% | +1,200 | New |
| Fulton Bank, N.A. | 1,208 | $417.8K | 0.02% | +25+2.1% | Added |
| Jag Capital Management, LLC | 1,227 | $424.4K | 0.05% | +1,227 | New |
| DC Investments Management, LLC | 1,229 | $425.1K | 0.53% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,231 | $426.0K | 0.04% | +510+70.7% | Added |
| Leonteq Securities AG | 1,251 | $432.7K | 0.05% | +48+4.0% | Added |
| Motley Fool Asset Management LLC | 1,266 | $437.9K | 0.04% | −22−1.7% | Reduced |
| Wetherby Asset Management Inc | 1,271 | $439.6K | 0.02% | −26−2.0% | Reduced |
| Parallel Advisors, LLC | 1,285 | $444.4K | 0.01% | +5+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,301 | $450.0K | 0.01% | −260−16.7% | Reduced |
| Vident Advisory, LLC | 1,311 | $453.4K | 0.01% | +1,311 | New |
| Shell Asset Management Co | 1,350 | $467.0K | 0.02% | −30−2.2% | Reduced |
| Pier Capital, LLC | 1,356 | $469.0K | 0.08% | +368+37.2% | Added |
| Banque Cantonale Vaudoise | 1,374 | $476.0K | 0.02% | +129+10.4% | Added |
| Kornitzer Capital Management Inc | 1,400 | $484.2K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 1,400 | $484.2K | 0.03% | +1,400 | New |
| La Banque Postale Asset Management SA | 1,410 | $487.7K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,422 | $491.8K | 0.00% | +1,422 | New |
| Kestra Advisory Services, LLC | 1,434 | $496.0K | 0.00% | −253−15.0% | Reduced |
| Boston Private Wealth LLC | 1,435 | $496.3K | 0.01% | +14+1.0% | Added |
| TD Waterhouse Canada Inc. | 1,430 | $499.0K | 0.01% | −30−2.1% | Reduced |
| Cipher Capital LP | 1,443 | $499.1K | 0.35% | +169+13.3% | Added |
| Occudo Quantitative Strategies LP | 1,447 | $500.5K | 0.06% | −6,983−82.8% | Reduced |
| Vestcor Inc | 1,450 | $501.0K | 0.02% | −153−9.5% | Reduced |
| Independent Advisor Alliance | 1,450 | $501.5K | 0.02% | +11+0.8% | Added |
| Ostrum Asset Management | 1,454 | $502.9K | 0.05% | +677+87.1% | Added |
| Graham Capital Management, L.P. | 1,458 | $504.3K | 0.02% | −441−23.2% | Reduced |
| Fox Run Management, L.L.C. | 1,479 | $511.5K | 0.15% | +1,479 | New |
| IFP Advisors, Inc | 1,494 | $516.7K | 0.02% | +389+35.2% | Added |
| Kovack Advisors, Inc. | 1,517 | $524.7K | 0.07% | −200−11.6% | Reduced |
| Veriti Management LLC | 1,528 | $528.5K | 0.06% | +42+2.8% | Added |
| Independent Financial Group, LLC | 1,558 | $538.9K | 0.04% | −2,579−62.3% | Reduced |
| Synergy Financial Group, LTD | 1,560 | $539.5K | 0.75% | +23+1.5% | Added |
| Signaturefd, LLC | 1,607 | $555.8K | 0.01% | +56+3.6% | Added |
| Western Financial Corp | 1,639 | $566.9K | 0.42% | +1,639 | New |
| Moody National Bank Trust Division | 1,641 | $567.6K | 0.04% | +295+21.9% | Added |
| Janney Montgomery Scott LLC | 1,665 | $576.0K | 0.00% | −185−10.0% | Reduced |
| HM Payson & Co | 1,674 | $579.0K | 0.01% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,719 | $594.5K | 0.55% | +1,719 | New |
| Meridian Investment Counsel Inc. | 1,742 | $602.5K | 0.23% | +1,742 | New |
| Jackson Square Capital, LLC | 1,748 | $604.6K | 0.24% | 00.0% | Unchanged |
| Guardian Capital LP | 1,766 | $610.8K | 0.02% | −35−1.9% | Reduced |
| Tyler-Stone Wealth Management | 1,789 | $619.0K | 0.35% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,798 | $622.0K | 0.01% | +1,798 | New |
| Alberta Investment Management Corp | 1,800 | $622.5K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 1,812 | $626.0K | 0.00% | +1,812 | New |
| Avestar Capital, LLC | 1,813 | $627.0K | 0.10% | −3−0.2% | Reduced |
| Keybank National Association | 1,822 | $630.2K | 0.00% | −211−10.4% | Reduced |
| Bamco Inc | 1,828 | $632.2K | 0.00% | −590−24.4% | Reduced |
| Joel Isaacson & Co., LLC | 1,834 | $634.3K | 0.04% | −430−19.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,881 | $650.6K | 0.00% | +1,881 | New |
| Tokio Marine Asset Management Co Ltd | 1,903 | $658.2K | 0.04% | +168+9.7% | Added |
| Shariaportfolio, Inc. | 1,922 | $665.0K | 0.53% | +1,922 | New |
| WoodTrust Financial Corp | 1,925 | $666.0K | 0.13% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,939 | $670.8K | 0.43% | −1,202−38.3% | Reduced |
| Keebeck Alpha, LP | 1,940 | $671.0K | 0.66% | +712+58.0% | Added |
| Prelude Capital Management, LLC | 1,940 | $671.0K | 0.06% | +727+59.9% | Added |
| NVWM, LLC | 1,948 | $673.7K | 0.22% | +1,948 | New |
| Clearbridge Investments, LLC | 1,949 | $674.1K | 0.00% | +82+4.4% | Added |
| Metis Global Partners, LLC | 1,950 | $674.4K | 0.03% | +133+7.3% | Added |
| Eqis Capital Management, Inc. | 1,969 | $680.9K | 0.08% | +1,128+134.1% | Added |
| Strategic Advocates LLC | 1,994 | $689.6K | 0.32% | +1,994 | New |
| E Fund Management Co., Ltd. | 2,004 | $693.0K | 0.05% | −254−11.2% | Reduced |
| Edgestream Partners, L.P. | 2,010 | $695.2K | 0.06% | +2,010 | New |
| Corton Capital Inc. | 2,011 | $695.5K | 0.35% | −117−5.5% | Reduced |
| Cutler Group LP | 2,013 | $696.0K | 0.11% | +385+23.6% | Added |
| Qtron Investments LLC | 2,030 | $702.1K | 0.13% | −388−16.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,030 | $702.1K | 3.15% | +2,030 | New |
| Echo Street Capital Management LLC | 2,103 | $727.3K | 0.01% | +2,103 | New |
| Mach-1 Financial Group, Inc. | 2,109 | $729.4K | 0.31% | −30−1.4% | Reduced |
| Cetera Investment Advisers | 2,121 | $733.6K | 0.01% | −4,138−66.1% | Reduced |
| Brown Advisory Inc | 2,126 | $735.3K | 0.00% | +22+1.0% | Added |
| Pine Valley Investments Ltd Liability Co | 2,141 | $740.5K | 0.07% | 00.0% | Unchanged |
| Commerce Bank | 2,142 | $740.8K | 0.01% | −980−31.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,145 | $741.9K | 0.03% | +57+2.7% | Added |
| Cetera Advisor Networks LLC | 2,179 | $753.6K | 0.00% | +601+38.1% | Added |
| Valmark Advisers, Inc. | 2,191 | $757.8K | 0.02% | −27−1.2% | Reduced |
| Assenagon Asset Management S.A. | 2,254 | $779.6K | 0.00% | +15+0.7% | Added |
| Alpha DNA Investment Management LLC | 2,282 | $789.3K | 0.51% | −457−16.7% | Reduced |
| Centaurus Financial, Inc. | 2,300 | $795.0K | 0.07% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,315 | $800.7K | 0.06% | +2,315 | New |
| CIBC Asset Management Inc | 2,360 | $816.2K | 0.00% | +53+2.3% | Added |