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 |
|---|---|---|---|---|---|
| LBMC Investment Advisors, LLC | 2,500 | $829.0K | 0.09% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,423 | $838.0K | 0.00% | +136+5.9% | Added |
| EMC Capital Management | 2,400 | $839.0K | 0.62% | −8,327−77.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,474 | $855.7K | 0.00% | +166+7.2% | Added |
| Tybourne Capital Management (HK) Ltd | 2,492 | $861.9K | 0.12% | −85,395−97.2% | Reduced |
| Samson Rock Capital LLP | 2,495 | $862.9K | 0.28% | +2,495 | New |
| Seven Eight Capital, LP | 2,510 | $868.1K | 0.10% | +2,510 | New |
| Venturi Wealth Management, LLC | 2,583 | $893.4K | 0.07% | +27+1.1% | Added |
| CWM, LLC | 2,591 | $896.0K | 0.01% | +196+8.2% | Added |
| Blueshift Asset Management, LLC | 2,609 | $902.3K | 0.53% | +2,609 | New |
| Western Wealth Management, LLC | 2,620 | $906.2K | 0.08% | +1,615+160.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,645 | $915.0K | 0.01% | −275−9.4% | Reduced |
| David J Yvars Group | 2,669 | $923.1K | 0.77% | +1,790+203.6% | Added |
| Calamos Advisors LLC | 2,681 | $927.3K | 0.01% | 00.0% | Unchanged |
| Perpetual Ltd | 2,700 | $933.8K | 0.01% | −3,500−56.5% | Reduced |
| Brown Brothers Harriman & Co | 2,715 | $939.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,728 | $943.5K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,740 | $947.7K | 0.18% | −4,796−63.6% | Reduced |
| Perigon Wealth Management, LLC | 2,797 | $967.4K | 0.04% | +131+4.9% | Added |
| Spouting Rock Asset Management, LLC | 2,880 | $996.1K | 0.32% | −500−14.8% | Reduced |
| Cresset Asset Management, LLC | 2,915 | $1.01M | 0.01% | +217+8.0% | Added |
| Steel Peak Wealth Management LLC | 2,916 | $1.01M | 0.06% | +2,916 | New |
| Yarbrough Capital, LLC | 2,977 | $1.03M | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 2,988 | $1.03M | 0.02% | +1,418+90.3% | Added |
| Twin Focus Capital Partners, LLC | 3,000 | $1.04M | 0.23% | −14−0.5% | Reduced |
| Toroso Investments, LLC | 3,010 | $1.04M | 0.03% | +281+10.3% | Added |
| Harbor Capital Advisors, Inc. | 3,071 | $1.06M | 0.23% | −1,350−30.5% | Reduced |
| Banco Santander, S.A. | 3,128 | $1.08M | 0.02% | 00.0% | Unchanged |
| L & S Advisors Inc | 3,158 | $1.09M | 0.16% | +136+4.5% | Added |
| AE Wealth Management LLC | 3,170 | $1.10M | 0.01% | +21+0.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,188 | $1.10M | 0.75% | −30−0.9% | Reduced |
| Vontobel Holding Ltd. | 3,240 | $1.12M | 0.01% | +232+7.7% | Added |
| Nisa Investment Advisors, LLC | 3,250 | $1.12M | 0.01% | −90−2.7% | Reduced |
| E. Ohman J:or Asset Management AB | 3,300 | $1.14M | 0.04% | 00.0% | Unchanged |
| AIA Group Ltd | 3,300 | $1.14M | 0.06% | +3,300 | New |
| Tower Research Capital LLC (TRC) | 3,307 | $1.14M | 0.04% | +227+7.4% | Added |
| Diversified Trust Co | 3,324 | $1.15M | 0.04% | +3+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,367 | $1.17M | 0.04% | −96−2.8% | Reduced |
| Exchange Traded Concepts, LLC | 3,370 | $1.17M | 0.03% | +1,441+74.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,424 | $1.18M | 0.00% | −140−3.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,398 | $1.20M | 0.02% | +376+12.4% | Added |
| Aft, Forsyth & Company, Inc. | 3,596 | $1.24M | 0.91% | +271+8.2% | Added |
| Private Advisor Group, LLC | 3,716 | $1.29M | 0.01% | +1,003+37.0% | Added |
| Schroder Investment Management Group | 3,773 | $1.30M | 0.00% | −350−8.5% | Reduced |
| US Bancorp | 3,821 | $1.32M | 0.00% | +725+23.4% | Added |
| Guggenheim Capital LLC | 3,960 | $1.37M | 0.01% | +1,424+56.2% | Added |
| Liontrust Investment Partners LLP | 4,000 | $1.38M | 0.02% | +4,000 | New |
| Wealthfront Advisers LLC | 4,004 | $1.38M | 0.01% | +472+13.4% | Added |
| MetLife Investment Management | 4,039 | $1.40M | 0.01% | +20.0% | Added |
| Ieq Capital, LLC | 4,042 | $1.40M | 0.03% | +151+3.9% | Added |
| Silicon Valley Community Foundation | 4,062 | $1.40M | 0.17% | −71−1.7% | Reduced |
| MAI Capital Management | 4,081 | $1.41M | 0.02% | +9+0.2% | Added |
| Lazard Asset Management LLC | 4,139 | $1.43M | 0.00% | −4,619−52.7% | Reduced |
| Emerald Advisers, LLC | 4,176 | $1.44M | 0.07% | −53−1.3% | Reduced |
| Highland Capital Management, LLC | 4,190 | $1.45M | 0.10% | −2,681−39.0% | Reduced |
| Princeton Capital Management LLC | 4,222 | $1.46M | 0.67% | +194+4.8% | Added |
| Nicholas Investment Partners, LP | 4,252 | $1.47M | 0.11% | 00.0% | Unchanged |
| Evolutionary Tree Capital Management, LLC | 4,357 | $1.51M | 1.94% | +739+20.4% | Added |
| Oppenheimer & Co Inc | 4,410 | $1.53M | 0.03% | +724+19.6% | Added |
| Vinva Investment Management Ltd | 4,450 | $1.53M | 0.15% | +2,332+110.1% | Added |
| F/M Investments LLC | 4,455 | $1.54M | 1.15% | −405−8.3% | Reduced |
| Pathstone Family Office, LLC | 4,447 | $1.56M | 0.01% | +1,938+77.2% | Added |
| Sherbrooke Park Advisers LLC | 4,562 | $1.58M | 0.50% | +2,989+190.0% | Added |
| Red Spruce Capital, LLC | 4,635 | $1.60M | 0.91% | −1,275−21.6% | Reduced |
| Chartwell Investment Partners, LLC | 4,658 | $1.61M | 0.06% | +4,658 | New |
| Mackenzie Financial Corp | 4,966 | $1.65M | 0.00% | +824+19.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,787 | $1.66M | 0.01% | −57−1.2% | Reduced |
| Nordea Investment Management AB | 4,685 | $1.67M | 0.00% | +308+7.0% | Added |
| Tudor Investment Corp Et Al | 4,830 | $1.67M | 0.02% | −19,932−80.5% | Reduced |
| Harvest Investment Services, LLC | 4,849 | $1.68M | 1.08% | +4,849 | New |
| Cerity Partners LLC | 4,882 | $1.69M | 0.01% | +1,275+35.3% | Added |
| Summit Global Investments | 4,968 | $1.72M | 0.11% | +3+0.1% | Added |
| American Century Companies Inc | 4,977 | $1.72M | 0.00% | +2,660+114.8% | Added |
| Firsthand Capital Management, Inc. | 5,000 | $1.73M | 2.49% | 00.0% | Unchanged |
| Interval Partners, LP | 5,000 | $1.73M | 0.07% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,015 | $1.73M | 0.04% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,074 | $1.75M | 0.28% | −559−9.9% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 5,100 | $1.76M | 0.23% | +4,100+410.0% | Added |
| Alps Advisors Inc | 5,111 | $1.77M | 0.01% | −348−6.4% | Reduced |
| Creative Planning | 5,139 | $1.78M | 0.00% | +114+2.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,350 | $1.78M | 1.48% | +750+20.8% | Added |
| Xcel Wealth Management, LLC | 5,190 | $1.80M | 0.71% | −794−13.3% | Reduced |
| Oppenheimer Asset Management Inc. | 5,336 | $1.85M | 0.03% | +1,846+52.9% | Added |
| Ethic Inc. | 5,348 | $1.85M | 0.06% | +884+19.8% | Added |
| SYSTM Wealth Solutions LLC | 5,361 | $1.85M | 0.28% | +260+5.1% | Added |
| Duality Advisers, LP | 5,373 | $1.86M | 0.22% | +166+3.2% | Added |
| HRT Financial LP | 5,393 | $1.86M | 0.02% | +3,266+153.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,430 | $1.88M | 0.03% | −22−0.4% | Reduced |
| Quantinno Capital Management LP | 5,444 | $1.88M | 0.09% | +380+7.5% | Added |
| Teacher Retirement System of Texas | 5,469 | $1.89M | 0.01% | +173+3.3% | Added |
| Brighton Jones LLC | 5,499 | $1.90M | 0.10% | −133−2.4% | Reduced |
| Eagle Asset Management Inc | 5,537 | $1.92M | 0.01% | −216−3.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,588 | $1.93M | 0.04% | +1,000+21.8% | Added |
| Bayesian Capital Management, LP | 5,651 | $1.95M | 0.22% | −9,500−62.7% | Reduced |
| Caption Management, LLC | 5,700 | $1.97M | 0.25% | +5,700 | New |
| Daiwa Securities Group Inc. | 5,724 | $1.98M | 0.01% | +93+1.7% | Added |
| NWK Group, Inc. | 5,782 | $2.00M | 1.23% | +5,782 | New |
| Kadensa Capital Ltd | 5,797 | $2.00M | 0.40% | +5,797 | New |
| M&T Bank Corp | 5,885 | $2.03M | 0.01% | −167−2.8% | Reduced |
| Baillie Gifford & Co | 5,952 | $2.06M | 0.00% | 00.0% | Unchanged |