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 3 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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 4,685 | $1.67M | 0.00% | +308+7.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,787 | $1.66M | 0.01% | −57−1.2% | Reduced |
| Mackenzie Financial Corp | 4,966 | $1.65M | 0.00% | +824+19.9% | Added |
| Chartwell Investment Partners, LLC | 4,658 | $1.61M | 0.06% | +4,658 | New |
| Red Spruce Capital, LLC | 4,635 | $1.60M | 0.91% | −1,275−21.6% | Reduced |
| Sherbrooke Park Advisers LLC | 4,562 | $1.58M | 0.50% | +2,989+190.0% | Added |
| Pathstone Family Office, LLC | 4,447 | $1.56M | 0.01% | +1,938+77.2% | Added |
| F/M Investments LLC | 4,455 | $1.54M | 1.15% | −405−8.3% | Reduced |
| Vinva Investment Management Ltd | 4,450 | $1.53M | 0.15% | +2,332+110.1% | Added |
| Oppenheimer & Co Inc | 4,410 | $1.53M | 0.03% | +724+19.6% | Added |
| Evolutionary Tree Capital Management, LLC | 4,357 | $1.51M | 1.94% | +739+20.4% | Added |
| Nicholas Investment Partners, LP | 4,252 | $1.47M | 0.11% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 4,222 | $1.46M | 0.67% | +194+4.8% | Added |
| Highland Capital Management, LLC | 4,190 | $1.45M | 0.10% | −2,681−39.0% | Reduced |
| Emerald Advisers, LLC | 4,176 | $1.44M | 0.07% | −53−1.3% | Reduced |
| Lazard Asset Management LLC | 4,139 | $1.43M | 0.00% | −4,619−52.7% | Reduced |
| MAI Capital Management | 4,081 | $1.41M | 0.02% | +9+0.2% | Added |
| Silicon Valley Community Foundation | 4,062 | $1.40M | 0.17% | −71−1.7% | Reduced |
| Ieq Capital, LLC | 4,042 | $1.40M | 0.03% | +151+3.9% | Added |
| MetLife Investment Management | 4,039 | $1.40M | 0.01% | +20.0% | Added |
| Wealthfront Advisers LLC | 4,004 | $1.38M | 0.01% | +472+13.4% | Added |
| Liontrust Investment Partners LLP | 4,000 | $1.38M | 0.02% | +4,000 | New |
| Guggenheim Capital LLC | 3,960 | $1.37M | 0.01% | +1,424+56.2% | Added |
| US Bancorp | 3,821 | $1.32M | 0.00% | +725+23.4% | Added |
| Schroder Investment Management Group | 3,773 | $1.30M | 0.00% | −350−8.5% | Reduced |
| Private Advisor Group, LLC | 3,716 | $1.29M | 0.01% | +1,003+37.0% | Added |
| Aft, Forsyth & Company, Inc. | 3,596 | $1.24M | 0.91% | +271+8.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,398 | $1.20M | 0.02% | +376+12.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,424 | $1.18M | 0.00% | −140−3.9% | Reduced |
| Exchange Traded Concepts, LLC | 3,370 | $1.17M | 0.03% | +1,441+74.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,367 | $1.17M | 0.04% | −96−2.8% | Reduced |
| Diversified Trust Co | 3,324 | $1.15M | 0.04% | +3+0.1% | Added |
| Tower Research Capital LLC (TRC) | 3,307 | $1.14M | 0.04% | +227+7.4% | Added |
| 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 |
| Nisa Investment Advisors, LLC | 3,250 | $1.12M | 0.01% | −90−2.7% | Reduced |
| Vontobel Holding Ltd. | 3,240 | $1.12M | 0.01% | +232+7.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,188 | $1.10M | 0.75% | −30−0.9% | Reduced |
| AE Wealth Management LLC | 3,170 | $1.10M | 0.01% | +21+0.7% | Added |
| L & S Advisors Inc | 3,158 | $1.09M | 0.16% | +136+4.5% | Added |
| Banco Santander, S.A. | 3,128 | $1.08M | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 3,071 | $1.06M | 0.23% | −1,350−30.5% | Reduced |
| Toroso Investments, LLC | 3,010 | $1.04M | 0.03% | +281+10.3% | Added |
| Twin Focus Capital Partners, LLC | 3,000 | $1.04M | 0.23% | −14−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,988 | $1.03M | 0.02% | +1,418+90.3% | Added |
| Yarbrough Capital, LLC | 2,977 | $1.03M | 0.06% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,916 | $1.01M | 0.06% | +2,916 | New |
| Cresset Asset Management, LLC | 2,915 | $1.01M | 0.01% | +217+8.0% | Added |
| Spouting Rock Asset Management, LLC | 2,880 | $996.1K | 0.32% | −500−14.8% | Reduced |
| Perigon Wealth Management, LLC | 2,797 | $967.4K | 0.04% | +131+4.9% | Added |
| Aigen Investment Management, LP | 2,740 | $947.7K | 0.18% | −4,796−63.6% | Reduced |
| Panagora Asset Management Inc | 2,728 | $943.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,715 | $939.0K | 0.01% | 00.0% | Unchanged |
| Perpetual Ltd | 2,700 | $933.8K | 0.01% | −3,500−56.5% | Reduced |
| Calamos Advisors LLC | 2,681 | $927.3K | 0.01% | 00.0% | Unchanged |
| David J Yvars Group | 2,669 | $923.1K | 0.77% | +1,790+203.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,645 | $915.0K | 0.01% | −275−9.4% | Reduced |
| Western Wealth Management, LLC | 2,620 | $906.2K | 0.08% | +1,615+160.7% | Added |
| Blueshift Asset Management, LLC | 2,609 | $902.3K | 0.53% | +2,609 | New |
| CWM, LLC | 2,591 | $896.0K | 0.01% | +196+8.2% | Added |
| Venturi Wealth Management, LLC | 2,583 | $893.4K | 0.07% | +27+1.1% | Added |
| Seven Eight Capital, LP | 2,510 | $868.1K | 0.10% | +2,510 | New |
| Samson Rock Capital LLP | 2,495 | $862.9K | 0.28% | +2,495 | New |
| Tybourne Capital Management (HK) Ltd | 2,492 | $861.9K | 0.12% | −85,395−97.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,474 | $855.7K | 0.00% | +166+7.2% | Added |
| EMC Capital Management | 2,400 | $839.0K | 0.62% | −8,327−77.6% | Reduced |
| CI Private Wealth, LLC | 2,423 | $838.0K | 0.00% | +136+5.9% | Added |
| LBMC Investment Advisors, LLC | 2,500 | $829.0K | 0.09% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,360 | $816.2K | 0.00% | +53+2.3% | Added |
| Natixis Investment Managers International | 2,315 | $800.7K | 0.06% | +2,315 | New |
| Centaurus Financial, Inc. | 2,300 | $795.0K | 0.07% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 2,282 | $789.3K | 0.51% | −457−16.7% | Reduced |
| Assenagon Asset Management S.A. | 2,254 | $779.6K | 0.00% | +15+0.7% | Added |
| Valmark Advisers, Inc. | 2,191 | $757.8K | 0.02% | −27−1.2% | Reduced |
| Cetera Advisor Networks LLC | 2,179 | $753.6K | 0.00% | +601+38.1% | Added |
| Carnegie Capital Asset Management, LLC | 2,145 | $741.9K | 0.03% | +57+2.7% | Added |
| Commerce Bank | 2,142 | $740.8K | 0.01% | −980−31.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,141 | $740.5K | 0.07% | 00.0% | Unchanged |
| Brown Advisory Inc | 2,126 | $735.3K | 0.00% | +22+1.0% | Added |
| Cetera Investment Advisers | 2,121 | $733.6K | 0.01% | −4,138−66.1% | Reduced |
| Mach-1 Financial Group, Inc. | 2,109 | $729.4K | 0.31% | −30−1.4% | Reduced |
| Echo Street Capital Management LLC | 2,103 | $727.3K | 0.01% | +2,103 | New |
| 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 |
| Cutler Group LP | 2,013 | $696.0K | 0.11% | +385+23.6% | Added |
| Corton Capital Inc. | 2,011 | $695.5K | 0.35% | −117−5.5% | Reduced |
| Edgestream Partners, L.P. | 2,010 | $695.2K | 0.06% | +2,010 | New |
| E Fund Management Co., Ltd. | 2,004 | $693.0K | 0.05% | −254−11.2% | Reduced |
| Strategic Advocates LLC | 1,994 | $689.6K | 0.32% | +1,994 | New |
| Eqis Capital Management, Inc. | 1,969 | $680.9K | 0.08% | +1,128+134.1% | Added |
| Metis Global Partners, LLC | 1,950 | $674.4K | 0.03% | +133+7.3% | Added |
| Clearbridge Investments, LLC | 1,949 | $674.1K | 0.00% | +82+4.4% | Added |
| NVWM, LLC | 1,948 | $673.7K | 0.22% | +1,948 | New |
| 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 |
| Values First Advisors, Inc. | 1,939 | $670.8K | 0.43% | −1,202−38.3% | Reduced |
| WoodTrust Financial Corp | 1,925 | $666.0K | 0.13% | 00.0% | Unchanged |
| Shariaportfolio, Inc. | 1,922 | $665.0K | 0.53% | +1,922 | New |
| Tokio Marine Asset Management Co Ltd | 1,903 | $658.2K | 0.04% | +168+9.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,881 | $650.6K | 0.00% | +1,881 | New |