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 |
|---|---|---|---|---|---|
| Stonegate Investment Group, LLC | 6,028 | $2.08M | 0.08% | 00.0% | Unchanged |
| Jacob Asset Management of New York LLC | 6,232 | $2.16M | 3.04% | −288−4.4% | Reduced |
| Brinker Capital Investments, LLC | 6,236 | $2.16M | 0.03% | +19+0.3% | Added |
| Orion Portfolio Solutions, LLC | 6,236 | $2.16M | 0.03% | +19+0.3% | Added |
| Advisory Services Network, LLC | 6,250 | $2.16M | 0.06% | +38+0.6% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 6,273 | $2.17M | 3.74% | +2,553+68.6% | Added |
| Gulf International Bank (UK) Ltd | 6,330 | $2.19M | 0.06% | −751−10.6% | Reduced |
| British Columbia Investment Management Corp | 6,416 | $2.22M | 0.02% | +99+1.6% | Added |
| Bokf, NA | 6,445 | $2.22M | 0.05% | +5,614+675.6% | Added |
| Prudential Financial Inc | 6,686 | $2.31M | 0.00% | −63,578−90.5% | Reduced |
| CIBC Private Wealth Group, LLC | 6,851 | $2.37M | 0.01% | +1,370+25.0% | Added |
| Mariner, LLC | 7,047 | $2.44M | 0.01% | +653+10.2% | Added |
| Jacobs Levy Equity Management, Inc | 7,093 | $2.45M | 0.01% | +7,093 | New |
| Bridgeway Capital Management, LLC | 7,100 | $2.46M | 0.06% | +7,100 | New |
| JustInvest LLC | 7,104 | $2.46M | 0.07% | +476+7.2% | Added |
| MML Investors Services, LLC | 7,116 | $2.46M | 0.01% | +1,218+20.7% | Added |
| Intech Investment Management LLC | 7,179 | $2.48M | 0.04% | +3,282+84.2% | Added |
| Hel Ved Capital Management Ltd | 7,282 | $2.52M | 0.84% | +5,085+231.5% | Added |
| United Capital Financial Advisers, LLC | 7,286 | $2.52M | 0.02% | +3,716+104.1% | Added |
| Eventide Asset Management, LLC | 7,291 | $2.52M | 0.05% | +7,291 | New |
| Vista Wealth Management Group, LLC | 7,292 | $2.52M | 0.24% | +20.0% | Added |
| Verition Fund Management LLC | 7,402 | $2.56M | 0.03% | −2,525−25.4% | Reduced |
| Alight Capital Management LP | 7,500 | $2.59M | 1.39% | −1,500−16.7% | Reduced |
| Amalgamated Bank | 7,548 | $2.61M | 0.02% | +340+4.7% | Added |
| Jasper Ridge Partners, L.P. | 7,650 | $2.65M | 0.12% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,656 | $2.65M | 0.03% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 7,879 | $2.73M | 0.01% | −547−6.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 8,069 | $2.79M | 0.67% | −1,195−12.9% | Reduced |
| Nissay Asset Management Corp | 8,128 | $2.81M | 0.02% | +327+4.2% | Added |
| Virtu Financial LLC | 8,297 | $2.87M | 0.29% | +5,078+157.8% | Added |
| Public Employees Retirement Association of Colorado | 8,375 | $2.90M | 0.01% | −598−6.7% | Reduced |
| Crestline Management, LP | 8,948 | $3.09M | 0.37% | +8,948 | New |
| Ratan Capital Management LP | 9,000 | $3.11M | 2.36% | +9,000 | New |
| Xponance, Inc. | 9,405 | $3.25M | 0.04% | +187+2.0% | Added |
| William Blair Investment Management, LLC | 9,447 | $3.27M | 0.01% | −193,207−95.3% | Reduced |
| Gotham Asset Management, LLC | 9,642 | $3.33M | 0.07% | −2,612−21.3% | Reduced |
| Alamar Capital Management, LLC | 9,903 | $3.43M | 3.23% | +847+9.4% | Added |
| Telemark Asset Management, LLC | 10,000 | $3.46M | 0.52% | −10,000−50.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 10,000 | $3.46M | 0.01% | +10,000 | New |
| Davidson Kempner Capital Management LP | 10,000 | $3.46M | 0.05% | +10,000 | New |
| Taylor Frigon Capital Management LLC | 10,120 | $3.50M | 1.95% | +27+0.3% | Added |
| Comerica Bank | 10,185 | $3.52M | 0.02% | +10,185 | New |
| Putnam Investments LLC | 10,379 | $3.59M | 0.01% | −2,746−20.9% | Reduced |
| Marex Group plc | 10,473 | $3.62M | 0.51% | +141+1.4% | Added |
| Moore Capital Management, LP | 10,632 | $3.68M | 0.10% | +1,220+13.0% | Added |
| Utah Retirement Systems | 11,274 | $3.90M | 0.06% | +49+0.4% | Added |
| Mercer Global Advisors Inc | 11,521 | $3.98M | 0.02% | +1,060+10.1% | Added |
| Capstone Triton Financial Group, LLC | 11,582 | $4.01M | 2.93% | −69−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 11,611 | $4.02M | 0.01% | −7,832−40.3% | Reduced |
| Tredje AP-fonden | 11,646 | $4.03M | 0.06% | −995−7.9% | Reduced |
| Morse Asset Management, Inc | 11,856 | $4.10M | 1.30% | −105−0.9% | Reduced |
| Pinebridge Investments, L.P. | 11,908 | $4.12M | 0.05% | +7,066+145.9% | Added |
| Swiss Life Asset Management Ltd | 11,954 | $4.13M | 0.06% | −10,670−47.2% | Reduced |
| RMB Capital Management, LLC | 12,115 | $4.19M | 0.14% | +727+6.4% | Added |
| Truist Financial Corp | 12,155 | $4.20M | 0.01% | +3,066+33.7% | Added |
| Campbell & CO Investment Adviser LLC | 12,222 | $4.23M | 0.51% | +12,222 | New |
| QRG Capital Management, Inc. | 12,305 | $4.26M | 0.07% | +12,305 | New |
| ExodusPoint Capital Management, LP | 12,404 | $4.29M | 0.05% | +4,579+58.5% | Added |
| USS Investment Management Ltd | 12,566 | $4.35M | 0.05% | −584−4.4% | Reduced |
| Advisor Group Holdings, Inc. | 12,777 | $4.42M | 0.01% | −1,547−10.8% | Reduced |
| Sycomore Asset Management | 13,368 | $4.49M | 1.15% | −6,787−33.7% | Reduced |
| Force Hill Capital Management LP | 13,009 | $4.50M | 3.89% | +13,009 | New |
| PDT Partners, LLC | 13,256 | $4.58M | 0.58% | +2,000+17.8% | Added |
| SG Americas Securities, LLC | 13,465 | $4.66M | 0.06% | −79,236−85.5% | Reduced |
| Toronto Dominion Bank | 13,521 | $4.68M | 0.01% | −3,608−21.1% | Reduced |
| IFM Investors Pty Ltd | 13,947 | $4.82M | 0.06% | −65−0.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 13,992 | $4.84M | 0.03% | +135+1.0% | Added |
| Simplex Trading, LLC | 14,174 | $4.90M | 0.18% | +14,024+9,349.3% | Added |
| Zweig-DiMenna Associates LLC | 14,250 | $4.93M | 0.59% | +7,550+112.7% | Added |
| Forsta Ap-Fonden | 14,500 | $5.01M | 0.06% | −6,400−30.6% | Reduced |
| EFG Asset Management (North America) Corp. | 14,597 | $5.05M | 1.20% | −2,017−12.1% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 14,700 | $5.08M | 4.12% | +100+0.7% | Added |
| Snowden Capital Advisors LLC | 14,767 | $5.11M | 0.22% | +29+0.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,100 | $5.22M | 0.07% | +200+1.3% | Added |
| Stephens Investment Management Group LLC | 15,119 | $5.23M | 0.09% | +5,180+52.1% | Added |
| Slow Capital, Inc. | 15,267 | $5.28M | 0.97% | −436−2.8% | Reduced |
| DnB Asset Management AS | 15,453 | $5.34M | 0.03% | +4,773+44.7% | Added |
| Whittier Trust Co of Nevada Inc | 15,509 | $5.36M | 0.19% | +168+1.1% | Added |
| Tenere Capital LLC | 15,600 | $5.40M | 2.08% | +15,600 | New |
| GAM Holding AG | 16,339 | $5.65M | 0.42% | −14,357−46.8% | Reduced |
| Aquatic Capital Management LLC | 16,520 | $5.71M | 0.24% | +16,520 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,041 | $5.89M | 0.02% | −7,764−31.3% | Reduced |
| GTS Securities LLC | 17,618 | $6.09M | 0.13% | +17,618 | New |
| Nomura Asset Management Co Ltd | 18,285 | $6.32M | 0.03% | +320+1.8% | Added |
| Natixis Advisors, L.P. | 18,329 | $6.34M | 0.02% | +7,626+71.3% | Added |
| Assetmark, Inc | 18,952 | $6.55M | 0.03% | +13,502+247.7% | Added |
| Icapital Wealth LLC | 19,246 | $6.66M | 4.71% | +942+5.1% | Added |
| ClariVest Asset Management LLC | 19,251 | $6.66M | 0.36% | −1,208−5.9% | Reduced |
| Arizona State Retirement System | 19,256 | $6.66M | 0.06% | +142+0.7% | Added |
| Captrust Financial Advisors | 19,296 | $6.67M | 0.03% | +512+2.7% | Added |
| Rokos Capital Management LLP | 19,085 | $6.80M | 0.25% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,006 | $6.88M | 0.01% | −618−3.0% | Reduced |
| Caxton Associates LP | 20,000 | $6.92M | 0.97% | +20,000 | New |
| Stanley-Laman Group, Ltd. | 20,269 | $7.01M | 1.20% | −6,801−25.1% | Reduced |
| Macquarie Group Ltd | 20,472 | $7.08M | 0.01% | −2,016−9.0% | Reduced |
| Prudential PLC | 20,680 | $7.15M | 0.08% | +8,685+72.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,283 | $7.17M | 0.02% | +4,971+30.5% | Added |
| Caisse de Depot Et Placement du Quebec | 21,270 | $7.36M | 0.02% | −5,700−21.1% | Reduced |
| HSBC Holdings PLC | 21,343 | $7.39M | 0.01% | −6,502−23.4% | Reduced |
| Fernwood Investment Management, LLC | 21,872 | $7.54M | 2.71% | −1,768−7.5% | Reduced |