Skip to main content

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.

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
Riverview Trust Co68$23.5K0.02%00.0%Unchanged
Capital Advisors, Ltd. LLC67$23.0K0.00%00.0%Unchanged
Private Trust Co NA64$22.1K0.00%+2+3.2%Added
GPS Wealth Strategies Group, LLC62$21.4K0.00%−1−1.6%Reduced
Covestor Ltd59$21.0K0.02%+17+40.5%Added
Credit Agricole S A60$20.8K0.00%+9+17.6%Added
Western Pacific Wealth Management, LP55$19.0K0.02%00.0%Unchanged
Financial Freedom, LLC53$18.3K0.01%00.0%Unchanged
Sunbelt Securities, Inc.49$16.9K0.00%00.0%Unchanged
Hexagon Capital Partners LLC48$16.6K0.00%00.0%Unchanged
KB Financial Partners, LLC45$16.0K0.00%−20−30.8%Reduced
Park Place Capital Corp46$15.9K0.00%00.0%Unchanged
Rise Advisors, LLC41$14.2K0.01%00.0%Unchanged
Front Row Advisors LLC40$13.8K0.01%00.0%Unchanged
Northwest Capital Management Inc38$13.1K0.01%00.0%Unchanged
Cornerstone Planning Group LLC37$12.8K0.00%+1+2.8%Added
Steward Partners Investment Advisory, LLC36$12.5K0.00%00.0%Unchanged
Liberty One Investment Management, LLC36$12.5K0.00%+3+9.1%Added
Bell Investment Advisors, Inc32$11.1K0.00%+2+6.7%Added
WR Wealth Planners, LLC31$10.7K0.00%+31New
Earnest Partners LLC28$9.68K0.00%00.0%Unchanged
Glassman Wealth Services28$9.68K0.00%00.0%Unchanged
Salem Investment Counselors Inc26$8.99K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC26$8.99K0.01%+26New
Zions Bancorporation, N.A.24$8.30K0.00%00.0%Unchanged
Hantz Financial Services, Inc.21$7.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P20$7.00K0.00%+20New
Macroview Investment Management LLC20$6.92K0.01%−9−31.0%Reduced
HighMark Wealth Management LLC20$6.92K0.01%+20New
Grove Bank & Trust18$6.22K0.00%00.0%Unchanged
Harbour Investments, Inc.16$5.53K0.00%+4+33.3%Added
Baker Avenue Asset Management, LP16$5.53K0.00%+11+220.0%Added
Massmutual Trust Co FSB15$5.19K0.00%+1+7.1%Added
Tower View Investment Management & Research LLC15$5.00K0.00%00.0%Unchanged
NBC Securities, Inc.17$5.00K0.00%+17New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC14$4.84K0.00%+10+250.0%Added
Versant Capital Management, Inc13$4.50K0.00%00.0%Unchanged
Ancora Advisors, LLC12$4.15K0.00%00.0%Unchanged
RFP Financial Group LLC12$4.15K0.00%00.0%Unchanged
Avion Wealth13$4.00K0.00%+1+8.3%Added
Atticus Wealth Management, LLC11$3.81K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC11$3.81K0.00%+2+22.2%Added
Beacon Capital Management, LLC9$3.70K0.00%00.0%Unchanged
AdvisorNet Financial, Inc10$3.46K0.00%−99−90.8%Reduced
Kelly Financial Services LLC9$3.11K0.00%+9New
Ronald Blue Trust, Inc.8$3.00K0.00%+5+166.7%Added
VisionPoint Advisory Group, LLC8$2.77K0.00%+8New
Sutton Wealth Advisors Inc.6$2.08K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.73K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$1.73K0.00%00.0%Unchanged
Larson Financial Group LLC5$1.73K0.00%+5New
Albion Financial Group4$1.38K0.00%−2−33.3%Reduced
Clearstead Advisors, LLC4$1.38K0.00%+4New
Blue Bell Private Wealth Management, LLC4$1.38K0.00%00.0%Unchanged
Gradient Investments LLC4$1.38K0.00%00.0%Unchanged
Sound Income Strategies, LLC4$1.38K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC4$1.38K0.00%00.0%Unchanged
Sofos Investments, Inc.4$1.15K0.00%−407−99.0%Reduced
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Steward Financial Group LLC5$1.00K0.00%+5New
Institutional & Family Asset Management, LLC2$6920.00%00.0%Unchanged
SJS Investment Consulting Inc.2$6920.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.2$6920.00%00.0%Unchanged
Anchor Investment Management, LLC1$3460.00%00.0%Unchanged
Retirement Group, LLC1$3460.00%00.0%Unchanged
TFC Financial Management1$3460.00%00.0%Unchanged
First Manhattan Co1$3450.00%+1New
FinTrust Capital Advisors, LLC3$120.00%+3New
Yong Rong (HK) Asset Management Ltd0$00.00%−131,810−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−67,492−100.0%Sold out
Trexquant Investment LP0$00.00%−64,805−100.0%Sold out
Natixis0$00.00%−63,186−100.0%Sold out
Nishkama Capital, LLC0$00.00%−60,467−100.0%Sold out
Laurion Capital Management LP0$00.00%−55,856−100.0%Sold out
Bank of Nova Scotia0$00.00%−54,612−100.0%Sold out
Woodline Partners LP0$00.00%−38,888−100.0%Sold out
Hampton Road Capital Management LP0$00.00%−27,500−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−18,000−100.0%Sold out
Maytus Capital Management, LLC0$00.00%−16,000−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−13,201−100.0%Sold out
Wealth High Governance Capital Ltda0$00.00%−10,000−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−7,951−100.0%Sold out
Teachers Retirement System of the State of Kentucky0$00.00%−7,142−100.0%Sold out
Ergoteles LLC0$00.00%−5,184−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−4,347−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−4,000−100.0%Sold out
Geneva Partners, LLC0$00.00%−3,648−100.0%Sold out
Atria Investments LLC0$00.00%−2,788−100.0%Sold out
Nomura Holdings Inc0$00.00%−2,528−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−2,500−100.0%Sold out
Sassicaia Capital Advisers LLC0$00.00%−2,500−100.0%Sold out
Veritable, L.P.0$00.00%−2,321−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,317−100.0%Sold out
Paloma Partners Management Co0$00.00%−2,126−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,111−100.0%Sold out
Regal Investment Advisors LLC0$00.00%−1,789−100.0%Sold out
Paragon Advisors, LLC0$00.00%−1,728−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,337−100.0%Sold out
QCM Cayman, Ltd.0$00.00%−1,263−100.0%Sold out
Connective Portfolio Management, LLC0$00.00%−1,200−100.0%Sold out