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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
Simplex Trading, LLC14,174$4.90M0.18%+14,024+9,349.3%Added
Skandinaviska Enskilda Banken AB (publ)13,992$4.84M0.03%+135+1.0%Added
IFM Investors Pty Ltd13,947$4.82M0.06%−65−0.5%Reduced
Toronto Dominion Bank13,521$4.68M0.01%−3,608−21.1%Reduced
SG Americas Securities, LLC13,465$4.66M0.06%−79,236−85.5%Reduced
PDT Partners, LLC13,256$4.58M0.58%+2,000+17.8%Added
Force Hill Capital Management LP13,009$4.50M3.89%+13,009New
Sycomore Asset Management13,368$4.49M1.15%−6,787−33.7%Reduced
Advisor Group Holdings, Inc.12,777$4.42M0.01%−1,547−10.8%Reduced
USS Investment Management Ltd12,566$4.35M0.05%−584−4.4%Reduced
ExodusPoint Capital Management, LP12,404$4.29M0.05%+4,579+58.5%Added
QRG Capital Management, Inc.12,305$4.26M0.07%+12,305New
Campbell & CO Investment Adviser LLC12,222$4.23M0.51%+12,222New
Truist Financial Corp12,155$4.20M0.01%+3,066+33.7%Added
RMB Capital Management, LLC12,115$4.19M0.14%+727+6.4%Added
Swiss Life Asset Management Ltd11,954$4.13M0.06%−10,670−47.2%Reduced
Pinebridge Investments, L.P.11,908$4.12M0.05%+7,066+145.9%Added
Morse Asset Management, Inc11,856$4.10M1.30%−105−0.9%Reduced
Tredje AP-fonden11,646$4.03M0.06%−995−7.9%Reduced
Commonwealth Equity Services, LLC11,611$4.02M0.01%−7,832−40.3%Reduced
Capstone Triton Financial Group, LLC11,582$4.01M2.93%−69−0.6%Reduced
Mercer Global Advisors Inc11,521$3.98M0.02%+1,060+10.1%Added
Utah Retirement Systems11,274$3.90M0.06%+49+0.4%Added
Moore Capital Management, LP10,632$3.68M0.10%+1,220+13.0%Added
Marex Group plc10,473$3.62M0.51%+141+1.4%Added
Putnam Investments LLC10,379$3.59M0.01%−2,746−20.9%Reduced
Comerica Bank10,185$3.52M0.02%+10,185New
Taylor Frigon Capital Management LLC10,120$3.50M1.95%+27+0.3%Added
Telemark Asset Management, LLC10,000$3.46M0.52%−10,000−50.0%Reduced
Adage Capital Partners GP, L.L.C.10,000$3.46M0.01%+10,000New
Davidson Kempner Capital Management LP10,000$3.46M0.05%+10,000New
Alamar Capital Management, LLC9,903$3.43M3.23%+847+9.4%Added
Gotham Asset Management, LLC9,642$3.33M0.07%−2,612−21.3%Reduced
William Blair Investment Management, LLC9,447$3.27M0.01%−193,207−95.3%Reduced
Xponance, Inc.9,405$3.25M0.04%+187+2.0%Added
Ratan Capital Management LP9,000$3.11M2.36%+9,000New
Crestline Management, LP8,948$3.09M0.37%+8,948New
Public Employees Retirement Association of Colorado8,375$2.90M0.01%−598−6.7%Reduced
Virtu Financial LLC8,297$2.87M0.29%+5,078+157.8%Added
Nissay Asset Management Corp8,128$2.81M0.02%+327+4.2%Added
EFG Asset Management (Americas) Corp.8,069$2.79M0.67%−1,195−12.9%Reduced
Allianz Asset Management GmbH7,879$2.73M0.01%−547−6.5%Reduced
State of Alaska, Department of Revenue7,656$2.65M0.03%00.0%Unchanged
Jasper Ridge Partners, L.P.7,650$2.65M0.12%00.0%Unchanged
Amalgamated Bank7,548$2.61M0.02%+340+4.7%Added
Alight Capital Management LP7,500$2.59M1.39%−1,500−16.7%Reduced
Verition Fund Management LLC7,402$2.56M0.03%−2,525−25.4%Reduced
Vista Wealth Management Group, LLC7,292$2.52M0.24%+20.0%Added
Eventide Asset Management, LLC7,291$2.52M0.05%+7,291New
United Capital Financial Advisers, LLC7,286$2.52M0.02%+3,716+104.1%Added
Hel Ved Capital Management Ltd7,282$2.52M0.84%+5,085+231.5%Added
Intech Investment Management LLC7,179$2.48M0.04%+3,282+84.2%Added
MML Investors Services, LLC7,116$2.46M0.01%+1,218+20.7%Added
JustInvest LLC7,104$2.46M0.07%+476+7.2%Added
Bridgeway Capital Management, LLC7,100$2.46M0.06%+7,100New
Jacobs Levy Equity Management, Inc7,093$2.45M0.01%+7,093New
Mariner, LLC7,047$2.44M0.01%+653+10.2%Added
CIBC Private Wealth Group, LLC6,851$2.37M0.01%+1,370+25.0%Added
Prudential Financial Inc6,686$2.31M0.00%−63,578−90.5%Reduced
Bokf, NA6,445$2.22M0.05%+5,614+675.6%Added
British Columbia Investment Management Corp6,416$2.22M0.02%+99+1.6%Added
Gulf International Bank (UK) Ltd6,330$2.19M0.06%−751−10.6%Reduced
Dymon Asia Capital (Singapore) Pte. Ltd.6,273$2.17M3.74%+2,553+68.6%Added
Advisory Services Network, LLC6,250$2.16M0.06%+38+0.6%Added
Brinker Capital Investments, LLC6,236$2.16M0.03%+19+0.3%Added
Orion Portfolio Solutions, LLC6,236$2.16M0.03%+19+0.3%Added
Jacob Asset Management of New York LLC6,232$2.16M3.04%−288−4.4%Reduced
Stonegate Investment Group, LLC6,028$2.08M0.08%00.0%Unchanged
Baillie Gifford & Co5,952$2.06M0.00%00.0%Unchanged
M&T Bank Corp5,885$2.03M0.01%−167−2.8%Reduced
Kadensa Capital Ltd5,797$2.00M0.40%+5,797New
NWK Group, Inc.5,782$2.00M1.23%+5,782New
Daiwa Securities Group Inc.5,724$1.98M0.01%+93+1.7%Added
Caption Management, LLC5,700$1.97M0.25%+5,700New
Bayesian Capital Management, LP5,651$1.95M0.22%−9,500−62.7%Reduced
Dai-Ichi Life Insurance Company, Ltd5,588$1.93M0.04%+1,000+21.8%Added
Eagle Asset Management Inc5,537$1.92M0.01%−216−3.8%Reduced
Brighton Jones LLC5,499$1.90M0.10%−133−2.4%Reduced
Teacher Retirement System of Texas5,469$1.89M0.01%+173+3.3%Added
Quantinno Capital Management LP5,444$1.88M0.09%+380+7.5%Added
Sumitomo Mitsui DS Asset Management Company, Ltd5,430$1.88M0.03%−22−0.4%Reduced
HRT Financial LP5,393$1.86M0.02%+3,266+153.5%Added
Duality Advisers, LP5,373$1.86M0.22%+166+3.2%Added
SYSTM Wealth Solutions LLC5,361$1.85M0.28%+260+5.1%Added
Ethic Inc.5,348$1.85M0.06%+884+19.8%Added
Oppenheimer Asset Management Inc.5,336$1.85M0.03%+1,846+52.9%Added
Xcel Wealth Management, LLC5,190$1.80M0.71%−794−13.3%Reduced
Generali Investments Towarzystwo Funduszy Inwestycyjnych4,350$1.78M1.48%+750+20.8%Added
Creative Planning5,139$1.78M0.00%+114+2.3%Added
Alps Advisors Inc5,111$1.77M0.01%−348−6.4%Reduced
CloudAlpha Capital Management Limited/Hong Kong5,100$1.76M0.23%+4,100+410.0%Added
Pearl River Capital, LLC5,074$1.75M0.28%−559−9.9%Reduced
Maryland State Retirement & Pension System5,015$1.73M0.04%00.0%Unchanged
Firsthand Capital Management, Inc.5,000$1.73M2.49%00.0%Unchanged
Interval Partners, LP5,000$1.73M0.07%00.0%Unchanged
American Century Companies Inc4,977$1.72M0.00%+2,660+114.8%Added
Summit Global Investments4,968$1.72M0.11%+3+0.1%Added
Cerity Partners LLC4,882$1.69M0.01%+1,275+35.3%Added
Harvest Investment Services, LLC4,849$1.68M1.08%+4,849New
Tudor Investment Corp Et Al4,830$1.67M0.02%−19,932−80.5%Reduced