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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 747 | $258.4K | 0.04% | 00.0% | Unchanged |
| Chicago Trust Co NA | 745 | $257.7K | 0.06% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 741 | $256.0K | 0.01% | −137−15.6% | Reduced |
| Qsemble Capital Management, LP | 729 | $252.1K | 0.05% | +729 | New |
| Accurate Wealth Management, LLC | 687 | $251.3K | 0.08% | +687 | New |
| Cigna Investments Inc | 715 | $247.0K | 0.06% | 00.0% | Unchanged |
| Appleton Partners Inc | 712 | $246.0K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 706 | $244.2K | 0.17% | −76−9.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 701 | $242.4K | 0.02% | −75−9.7% | Reduced |
| Herbst Group, LLC | 700 | $242.1K | 0.17% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 697 | $241.1K | 0.11% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 694 | $240.0K | 0.10% | −20−2.8% | Reduced |
| Avantax Advisory Services, Inc. | 690 | $238.6K | 0.00% | −235−25.4% | Reduced |
| AtonRa Partners | 686 | $237.3K | 0.50% | +686 | New |
| Mount Lucas Management LP | 685 | $236.9K | 0.09% | −89−11.5% | Reduced |
| Acorn Financial Advisory Services Inc | 679 | $234.9K | 0.04% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 679 | $234.8K | 0.07% | +679 | New |
| Mayflower Financial Advisors, LLC | 666 | $230.3K | 0.03% | −7−1.0% | Reduced |
| American Trust | 664 | $229.7K | 0.02% | −184−21.7% | Reduced |
| Jefferies Financial Group Inc. | 661 | $228.6K | 0.01% | −7,587−92.0% | Reduced |
| TFB Advisors LLC | 660 | $228.3K | 0.28% | +660 | New |
| Prime Capital Investment Advisors, LLC | 656 | $226.9K | 0.00% | +8+1.2% | Added |
| Cetera Advisors LLC | 652 | $225.5K | 0.00% | +117+21.9% | Added |
| Wealth Alliance | 645 | $223.1K | 0.04% | −24−3.6% | Reduced |
| Cornerstone Wealth Management, LLC | 642 | $222.0K | 0.02% | −64−9.1% | Reduced |
| HB Wealth Management, LLC | 640 | $221.3K | 0.00% | +60+10.3% | Added |
| Keystone Investors Pte Ltd | 625 | $216.2K | 0.03% | +625 | New |
| Clare Market Investments LLC | 624 | $215.8K | 0.08% | +624 | New |
| Harvest Fund Management Co., Ltd | 613 | $212.0K | 0.04% | −90−12.8% | Reduced |
| EP Wealth Advisors, LLC | 610 | $211.0K | 0.00% | −25,299−97.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 602 | $208.2K | 0.00% | −261−30.2% | Reduced |
| Sequoia Financial Advisors, LLC | 599 | $207.2K | 0.00% | +5+0.8% | Added |
| Prospera Financial Services Inc | 588 | $203.4K | 0.01% | −61−9.4% | Reduced |
| Foundations Investment Advisors, LLC | 587 | $203.0K | 0.01% | +587 | New |
| Wesbanco Bank Inc | 584 | $202.0K | 0.01% | +584 | New |
| Valley National Advisers Inc | 564 | $195.0K | 0.03% | +2+0.4% | Added |
| Fifth Third Bancorp | 523 | $180.9K | 0.00% | −14−2.6% | Reduced |
| Baldwin Brothers Inc | 515 | $178.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 502 | $173.6K | 0.00% | +7+1.4% | Added |
| Clear Street Markets LLC | 500 | $173.0K | 0.12% | +500 | New |
| Symmetry Peak Management LLC | 500 | $172.9K | 1.08% | −4,077−89.1% | Reduced |
| UniSuper Management Pty Ltd | 500 | $172.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 492 | $170.2K | 0.09% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 490 | $169.5K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 459 | $158.8K | 0.08% | −47−9.3% | Reduced |
| Farther Finance Advisors, LLC | 451 | $155.9K | 0.02% | +61+15.6% | Added |
| Desjardins Global Asset Management Inc. | 448 | $154.9K | 0.02% | +448 | New |
| Quent Capital, LLC | 444 | $153.6K | 0.02% | +16+3.7% | Added |
| GWM Advisors LLC | 441 | $152.5K | 0.00% | +91+26.0% | Added |
| Northwestern Mutual Wealth Management Co | 437 | $151.1K | 0.00% | +58+15.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 434 | $150.1K | 0.08% | +404+1,346.7% | Added |
| Spire Wealth Management | 392 | $135.6K | 0.01% | +3+0.8% | Added |
| Quadrant Capital Group LLC | 390 | $134.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $125.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 359 | $124.0K | 0.00% | −137−27.6% | Reduced |
| Penserra Capital Management LLC | 357 | $123.0K | 0.00% | −2,913−89.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 352 | $121.7K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 303 | $104.8K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 278 | $96.1K | 0.00% | −13−4.5% | Reduced |
| Advisors Asset Management, Inc. | 260 | $89.9K | 0.00% | +15+6.1% | Added |
| Pittenger & Anderson Inc | 253 | $87.5K | 0.00% | −50−16.5% | Reduced |
| Focused Wealth Management, Inc | 250 | $86.5K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 242 | $83.7K | 0.00% | +102+72.9% | Added |
| First Horizon Advisors, Inc. | 228 | $78.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 201 | $69.5K | 0.01% | +1+0.5% | Added |
| Lindbrook Capital, LLC | 201 | $69.5K | 0.01% | +2+1.0% | Added |
| Alta Advisers Ltd | 200 | $69.2K | 0.04% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 200 | $69.2K | 0.01% | +200 | New |
| Ci Investments Inc. | 198 | $68.0K | 0.00% | +10+5.3% | Added |
| Jamison Private Wealth Management, Inc. | 179 | $61.9K | 0.01% | +179 | New |
| Manchester Capital Management LLC | 154 | $53.3K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 150 | $51.9K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 147 | $51.0K | 0.00% | −13−8.1% | Reduced |
| Raleigh Capital Management Inc. | 146 | $50.5K | 0.03% | +89+156.1% | Added |
| Proequities, Inc. | 144 | $49.8K | 0.00% | +30+26.3% | Added |
| FNY Investment Advisers, LLC | 140 | $48.0K | 0.03% | +140 | New |
| Umb Bank N A | 137 | $47.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 140 | $47.0K | 0.00% | +8+6.1% | Added |
| Parkside Financial Bank & Trust | 130 | $45.0K | 0.01% | +36+38.3% | Added |
| Cambridge Trust Co | 130 | $45.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 124 | $42.9K | 0.02% | −3−2.4% | Reduced |
| Financial Avengers, Inc. | 120 | $41.5K | 0.03% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 117 | $40.5K | 0.02% | −20−14.6% | Reduced |
| St Germain D J Co Inc | 110 | $38.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 110 | $38.0K | 0.00% | +81+279.3% | Added |
| Central Trust Co | 108 | $37.4K | 0.00% | +8+8.0% | Added |
| Castleview Partners, LLC | 106 | $36.7K | 0.03% | +106 | New |
| Cullen/Frost Bankers, Inc. | 102 | $35.3K | 0.00% | +102 | New |
| Bartlett & Co. LLC | 100 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $34.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $34.6K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 100 | $34.6K | 0.05% | +100 | New |
| Carmichael Hill & Associates, Inc. | 90 | $31.1K | 0.02% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 88 | $30.4K | 0.03% | +88 | New |
| Adirondack Trust Co | 88 | $30.4K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 86 | $29.7K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 85 | $29.4K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 80 | $27.7K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 79 | $27.2K | 0.00% | −1−1.3% | Reduced |
| Ofi Invest Asset Management | 75 | $24.5K | 0.00% | +75 | New |