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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 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
Capital CS Group, LLC0$00.00%−1,166−100.0%Sold out
Delphia (USA) Inc.0$00.00%−1,097−100.0%Sold out
Trivest Advisors Ltd0$00.00%−1,000−100.0%Sold out
Van Eck Associates Corp0$00.00%−886−100.0%Sold out
CIBC World Markets Inc.0$00.00%−833−100.0%Sold out
Prosperity Wealth Management, Inc.0$00.00%−790−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−752−100.0%Sold out
Magnetar Financial LLC0$00.00%−740−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−739−100.0%Sold out
Chicago Partners Investment Group LLC0$00.00%−725−100.0%Sold out
Waterloo Capital, L.P.0$00.00%−696−100.0%Sold out
Shay Capital LLC0$00.00%−695−100.0%Sold out
OneAscent Wealth Management LLC0$00.00%−629−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−625−100.0%Sold out
Nichols & Pratt Advisers LLP0$00.00%−600−100.0%Sold out
Diametric Capital, LP0$00.00%−595−100.0%Sold out
Fortis Capital Management LLC0$00.00%−591−100.0%Sold out
ProShare Advisors LLC0$00.00%−578−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−558−100.0%Sold out
Ignite Planners, LLC0$00.00%−587−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−541−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−538−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−536−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−533−100.0%Sold out
Meeder Advisory Services, Inc.0$00.00%−529−100.0%Sold out
Fiduciary Trust Co0$00.00%−523−100.0%Sold out
Northside Capital Management, LLC0$00.00%−510−100.0%Sold out
Dakota Wealth Management0$00.00%−510−100.0%Sold out
Karani Asset Management LLC0$00.00%−503−100.0%Sold out
Roth Financial Partners LLC0$00.00%−500−100.0%Sold out
Tealwood Asset Management Inc0$00.00%−491−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−489−100.0%Sold out
Hollencrest Capital Management0$00.00%−355−100.0%Sold out
Centiva Capital, LP0$00.00%−291−100.0%Sold out
DuPont Capital Management Corp0$00.00%−189−100.0%Sold out
Elequin Capital LP0$00.00%−163−100.0%Sold out
CVA Family Office, LLC0$00.00%−110−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−107−100.0%Sold out
Safeguard Financial, LLC0$00.00%−59−100.0%Sold out
Quarry LP0$00.00%−58−100.0%Sold out
Creative Financial Designs Inc0$00.00%−45−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−40−100.0%Sold out
West Tower Group, LLC0$00.00%−29−100.0%Sold out
NewSquare Capital LLC0$00.00%−23−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−20−100.0%Sold out
25 LLC0$00.00%−17−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−10−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−8−100.0%Sold out
Private Ocean, LLC0$00.00%−7−100.0%Sold out
Motco0$00.00%−3−100.0%Sold out
Disciplined Investments, LLC0$00.00%−2−100.0%Sold out
True Wealth Design, LLC0$00.00%−1−100.0%Sold out
VitalStone Financial, LLC0$00.00%−1−100.0%Sold out
Pictet Asset Management SA––––Not filed
Financial Architects, Inc––––Not filed
Efg Capital International Corp.––––Not filed
First Growth Investment Manager LP––––Not filed
Aj Wealth Strategies, LLC––––Not filed
Lumature Wealth Partners, LLC––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
First Capital Advisors Group, LLC.––––Not filed
BerganKDV Wealth Management, LLC––––Not filed