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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,834 | $634.3K | 0.04% | −430−19.0% | Reduced |
| Bamco Inc | 1,828 | $632.2K | 0.00% | −590−24.4% | Reduced |
| Keybank National Association | 1,822 | $630.2K | 0.00% | −211−10.4% | Reduced |
| Avestar Capital, LLC | 1,813 | $627.0K | 0.10% | −3−0.2% | Reduced |
| STRS Ohio | 1,812 | $626.0K | 0.00% | +1,812 | New |
| Alberta Investment Management Corp | 1,800 | $622.5K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,798 | $622.0K | 0.01% | +1,798 | New |
| Tyler-Stone Wealth Management | 1,789 | $619.0K | 0.35% | 00.0% | Unchanged |
| Guardian Capital LP | 1,766 | $610.8K | 0.02% | −35−1.9% | Reduced |
| Jackson Square Capital, LLC | 1,748 | $604.6K | 0.24% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 1,742 | $602.5K | 0.23% | +1,742 | New |
| GraniteShares Advisors LLC | 1,719 | $594.5K | 0.55% | +1,719 | New |
| HM Payson & Co | 1,674 | $579.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 1,665 | $576.0K | 0.00% | −185−10.0% | Reduced |
| Moody National Bank Trust Division | 1,641 | $567.6K | 0.04% | +295+21.9% | Added |
| Western Financial Corp | 1,639 | $566.9K | 0.42% | +1,639 | New |
| Signaturefd, LLC | 1,607 | $555.8K | 0.01% | +56+3.6% | Added |
| Synergy Financial Group, LTD | 1,560 | $539.5K | 0.75% | +23+1.5% | Added |
| Independent Financial Group, LLC | 1,558 | $538.9K | 0.04% | −2,579−62.3% | Reduced |
| Veriti Management LLC | 1,528 | $528.5K | 0.06% | +42+2.8% | Added |
| Kovack Advisors, Inc. | 1,517 | $524.7K | 0.07% | −200−11.6% | Reduced |
| IFP Advisors, Inc | 1,494 | $516.7K | 0.02% | +389+35.2% | Added |
| Fox Run Management, L.L.C. | 1,479 | $511.5K | 0.15% | +1,479 | New |
| Graham Capital Management, L.P. | 1,458 | $504.3K | 0.02% | −441−23.2% | Reduced |
| Ostrum Asset Management | 1,454 | $502.9K | 0.05% | +677+87.1% | Added |
| Independent Advisor Alliance | 1,450 | $501.5K | 0.02% | +11+0.8% | Added |
| Vestcor Inc | 1,450 | $501.0K | 0.02% | −153−9.5% | Reduced |
| Occudo Quantitative Strategies LP | 1,447 | $500.5K | 0.06% | −6,983−82.8% | Reduced |
| Cipher Capital LP | 1,443 | $499.1K | 0.35% | +169+13.3% | Added |
| TD Waterhouse Canada Inc. | 1,430 | $499.0K | 0.01% | −30−2.1% | Reduced |
| Boston Private Wealth LLC | 1,435 | $496.3K | 0.01% | +14+1.0% | Added |
| Kestra Advisory Services, LLC | 1,434 | $496.0K | 0.00% | −253−15.0% | Reduced |
| Point72 Asset Management, L.P. | 1,422 | $491.8K | 0.00% | +1,422 | New |
| La Banque Postale Asset Management SA | 1,410 | $487.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Banque Cantonale Vaudoise | 1,374 | $476.0K | 0.02% | +129+10.4% | Added |
| Pier Capital, LLC | 1,356 | $469.0K | 0.08% | +368+37.2% | Added |
| Shell Asset Management Co | 1,350 | $467.0K | 0.02% | −30−2.2% | Reduced |
| Vident Advisory, LLC | 1,311 | $453.4K | 0.01% | +1,311 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,301 | $450.0K | 0.01% | −260−16.7% | Reduced |
| Parallel Advisors, LLC | 1,285 | $444.4K | 0.01% | +5+0.4% | Added |
| Wetherby Asset Management Inc | 1,271 | $439.6K | 0.02% | −26−2.0% | Reduced |
| Motley Fool Asset Management LLC | 1,266 | $437.9K | 0.04% | −22−1.7% | Reduced |
| Leonteq Securities AG | 1,251 | $432.7K | 0.05% | +48+4.0% | Added |
| Wintrust Investments LLC | 1,231 | $426.0K | 0.04% | +510+70.7% | Added |
| DC Investments Management, LLC | 1,229 | $425.1K | 0.53% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 1,227 | $424.4K | 0.05% | +1,227 | New |
| Fulton Bank, N.A. | 1,208 | $417.8K | 0.02% | +25+2.1% | Added |
| CTC Alternative Strategies, Ltd. | 1,200 | $415.0K | 0.78% | +1,200 | New |
| Riverstone Advisors, LLC | 1,191 | $411.9K | 0.28% | +41+3.6% | Added |
| New York Life Investment Management LLC | 1,175 | $406.4K | 0.00% | −102−8.0% | Reduced |
| Integrated Wealth Concepts LLC | 1,164 | $402.6K | 0.01% | −129−10.0% | Reduced |
| American International Group, Inc. | 1,142 | $395.0K | 0.00% | −79−6.5% | Reduced |
| Advisor Partners II, LLC | 1,137 | $393.2K | 0.02% | +400+54.3% | Added |
| Sepio Capital, LP | 1,117 | $386.3K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,109 | $383.6K | 0.01% | −536−32.6% | Reduced |
| Westpac Banking Corp | 1,108 | $383.2K | 0.03% | −100−8.3% | Reduced |
| Cookson Peirce & Co Inc | 1,107 | $383.0K | 0.03% | +183+19.8% | Added |
| Mutual of America Capital Management LLC | 1,107 | $382.8K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,089 | $377.0K | 0.02% | +257+30.9% | Added |
| RSM US Wealth Management LLC | 1,076 | $372.1K | 0.01% | +36+3.5% | Added |
| New England Research & Management, Inc. | 1,075 | $372.0K | 0.21% | +1,075 | New |
| Insigneo Advisory Services, LLC | 1,070 | $370.1K | 0.08% | +30+2.9% | Added |
| Draper Asset Management, LLC | 1,061 | $367.0K | 0.39% | +8+0.8% | Added |
| CSS LLC | 1,050 | $363.2K | 0.03% | −50−4.5% | Reduced |
| Ellevest, Inc. | 1,014 | $350.7K | 0.03% | −109−9.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,009 | $349.0K | 0.06% | +97+10.6% | Added |
| Machina Capital S.A.S. | 1,001 | $346.2K | 0.19% | +1,001 | New |
| Crewe Advisors LLC | 1,000 | $345.9K | 0.06% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 1,000 | $345.9K | 0.05% | +1,000 | New |
| Beacon Pointe Advisors, LLC | 982 | $339.6K | 0.00% | +74+8.1% | Added |
| Ossiam | 974 | $336.9K | 0.01% | −241−19.8% | Reduced |
| Bleakley Financial Group, LLC | 973 | $336.5K | 0.01% | −197−16.8% | Reduced |
| Sawtooth Solutions, LLC | 973 | $336.5K | 0.01% | −196−16.8% | Reduced |
| Clarius Group, LLC | 972 | $336.2K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 954 | $329.9K | 0.01% | +135+16.5% | Added |
| Teza Capital Management LLC | 941 | $325.5K | 0.05% | +941 | New |
| Nebula Research & Development LLC | 939 | $324.8K | 0.17% | +939 | New |
| D.B. Root & Company, LLC | 925 | $319.9K | 0.12% | 00.0% | Unchanged |
| Waycross Partners, LLC | 925 | $319.9K | 0.07% | −800−46.4% | Reduced |
| Seaport Global Advisors, LLC | 915 | $316.5K | 0.95% | +214+30.5% | Added |
| We Are One Seven, LLC | 915 | $316.5K | 0.02% | +915 | New |
| Tanager Wealth Management LLP | 914 | $316.1K | 0.07% | +914 | New |
| O'Shaughnessy Asset Management, LLC | 897 | $310.2K | 0.00% | +897 | New |
| Dynamic Technology Lab Private Ltd | 865 | $299.0K | 0.03% | +865 | New |
| Sender Co & Partners, Inc. | 860 | $297.4K | 0.49% | +860 | New |
| Archetype Wealth Partners | 850 | $294.0K | 0.06% | +30+3.7% | Added |
| Hamilton Point Investment Advisors, LLC | 843 | $291.6K | 0.07% | 00.0% | Unchanged |
| Spence Asset Management | 832 | $288.0K | 0.09% | +97+13.2% | Added |
| Raymond James Trust N.A. | 812 | $280.8K | 0.01% | +173+27.1% | Added |
| Awm Capital, LLC | 806 | $278.8K | 0.06% | +6+0.8% | Added |
| Atria Wealth Solutions, Inc. | 795 | $275.0K | 0.00% | −35−4.2% | Reduced |
| FDx Advisors, Inc. | 792 | $274.0K | 0.02% | +97+14.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 790 | $273.2K | 0.01% | +120+17.9% | Added |
| Meiji Yasuda Life Insurance Co | 780 | $269.8K | 0.01% | −70−8.2% | Reduced |
| Inceptionr LLC | 779 | $269.4K | 0.15% | +779 | New |
| Yousif Capital Management, LLC | 762 | $263.5K | 0.00% | +35+4.8% | Added |
| Prio Wealth Limited Partnership | 750 | $259.4K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 748 | $258.7K | 0.08% | +748 | New |