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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.

Q4 2023 vs. Q3 2023

How the institutions holding MongoDB, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of MDB: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders6687748+87
Shares64.5M87.6K64.6M+142.5K (+0.2%)
Value$22.3B$30.3M$26.4B+$4.06B (+18.2%)

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (165)

Institutions that held MongoDB, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 165 by value.

Institutions new to MDB in Q4 2023
InstitutionSharesValue% of portfolio
Axiom Investors LLC376,641$154.0M1.51%
Employees Provident Fund Board94,861$38.8M0.76%
Alta Park Capital, LP56,100$22.9M2.36%
ProShare Advisors LLC55,997$22.9M0.07%
Woodline Partners LP54,024$22.1M0.24%
Kodai Capital Management LP52,534$21.5M0.44%
AXA S.A.46,720$19.1M0.06%
Cooper Creek Partners Management LLC41,930$17.1M0.90%
Artisan Partners Limited Partnership25,793$10.5M0.02%
Rafferty Asset Management, LLC25,752$10.5M0.04%
Natixis24,056$9.84M0.07%
Groupama Asset Managment23,495$9.61M0.25%
Polar Asset Management Partners Inc.23,300$9.53M0.26%
Smith Group Asset Management, LLC20,000$8.18M0.48%
Stony Point Capital LLC18,159$7.42M2.45%
Freemont Management S.A.16,700$6.83M0.86%
iA Global Asset Management Inc.16,386$6.70M0.15%
Weiss Multi-Strategy Advisers LLC16,000$6.54M0.17%
Bornite Capital Management LP15,000$6.13M1.43%
APG Asset Management US Inc.14,165$5.79M0.04%
Rakuten Securities, Inc.12,931$5.29M4.18%
Napean Trading & Investment Co (Singapore) PTE Ltd11,198$4.58M1.24%
IMC-Chicago, LLC10,713$4.38M0.14%
Black Swift Group, LLC10,000$4.09M1.23%
Strategic Vision Investment Ltd9,300$3.80M6.25%
Shelton Capital Management8,361$3.42M0.11%
Concentric Capital Strategies, LP8,314$3.40M0.44%
TriaGen Wealth Management LLC8,032$3.28M1.57%
BOCHK Asset Management Ltd6,650$2.72M1.67%
Pathstone Holdings, LLC5,969$2.46M0.01%
Boulder Hill Capital Management LP6,000$2.45M1.31%
KP Management LLC6,000$2.45M1.22%
Darwin Advisors, LLC5,801$2.37M0.64%
Louisiana State Employees Retirement System5,700$2.33M0.05%
Profund Advisors LLC5,522$2.26M0.10%
Flight Deck Capital, LP4,600$1.88M2.30%
Winton Group Ltd4,166$1.70M0.12%
LifePro Asset Management4,127$1.69M1.31%
Oregon Public Employees Retirement Fund3,800$1.55M0.03%
Silvant Capital Management LLC3,674$1.50M0.08%
Bank of Nova Scotia3,233$1.32M0.00%
Atria Investments LLC3,220$1.32M0.02%
Eisler Capital (UK) Ltd.2,824$1.15M0.11%
Insight Holdings Group, LLC2,700$1.10M0.03%
AXS Investments LLC2,600$1.06M0.26%
RIA Advisory Group LLC13,815$1.00M0.48%
O'Neil Global Advisors, Inc.2,424$991.0K0.58%
NEOS Investment Management LLC2,359$964.5K0.09%
AnglePoint Asset Management Ltd2,320$948.5K1.20%
Ameritas Investment Partners, Inc.2,069$845.9K0.03%
XTX Topco Ltd1,915$782.9K0.17%
Harbert Fund Advisors, Inc.1,850$756.4K0.52%
Degroof Petercam Asset Management1,751$715.9K0.01%
Investment Management Corp of Ontario1,691$691.4K0.02%
Evanson Asset Management, LLC1,687$689.7K0.06%
Battery Global Advisors, LLC1,557$636.6K0.49%
Illinois Municipal Retirement Fund1,556$636.0K0.01%
HighPoint Advisor Group LLC1,727$611.0K0.04%
Lake Street Advisors Group, LLC1,408$575.7K0.03%
Toth Financial Advisory Corp1,400$572.4K0.08%
Chicago Capital, LLC1,316$538.0K0.02%
Capital CS Group, LLC1,280$523.3K0.58%
Shay Capital LLC1,250$511.1K0.20%
Bank of Hawaii1,214$496.3K0.03%
STF Management LP1,210$494.7K0.23%
Lombard Odier Asset Management (USA) Corp1,200$490.6K0.07%
Valliance Asset Management Ltd1,200$490.6K17.34%
Strategic Planning Group, LLC1,187$485.6K0.16%
Teamwork Financial Advisors, LLC1,186$484.9K0.08%
Sentry Investment Management LLC1,104$451.0K0.19%
Artal Group S.A.1,000$409.0K0.01%
Sapient Capital LLC973$397.8K0.01%
Twin Peaks Wealth Advisors, LLC950$388.4K0.25%
MWA Asset Management933$381.5K0.32%
Asahi Life Asset Management Co., Ltd.885$361.8K0.20%
Petrus Trust Company, LTA845$345.5K0.03%
Beirne Wealth Consulting Services, LLC782$319.7K0.16%
Van Eck Associates Corp781$319.0K0.00%
Oversea-Chinese Banking CORP Ltd759$310.3K0.01%
D L Carlson Investment Group Inc645$305.9K0.06%
Apollon Wealth Management, LLC735$300.5K0.01%
Nwam LLC726$296.8K0.02%
Concurrent Investment Advisors, LLC720$294.4K0.01%
Stratos Wealth Partners, LTD.713$291.9K0.01%
Central Asset Investments & Management Holdings (HK) Ltd700$286.2K0.31%
Azzad Asset Management Inc695$284.3K0.04%
ICICI Prudential Asset Management Co Ltd692$282.9K0.03%
Wealthcare Advisory Partners LLC689$281.7K0.01%
Centiva Capital, LP682$278.8K0.02%
Everpar Advisors LLC671$274.3K0.13%
American Planning Services, Inc.649$265.3K0.20%
Zega Financial, LLC646$264.1K0.11%
Empowered Funds, LLC639$261.3K0.01%
Norinchukin Bank, The638$260.8K0.01%
Balentine LLC636$260.0K0.01%
SageView Advisory Group, LLC606$251.8K0.01%
Mount Yale Investment Advisors, LLC606$247.8K0.02%
Wedmont Private Capital618$233.9K0.02%
Fiduciary Trust Co565$231.0K0.00%
New Century Financial Group, LLC557$227.7K0.20%

Sold out (78)

Institutions that held MongoDB, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of MDB in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Renaissance Technologies LLC380,391$131.6M
Holocene Advisors, LP288,310$99.7M
Arrowstreet Capital, Limited Partnership183,789$63.6M
Quadrature Capital Ltd108,371$37.5M
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners105,000$36.3M
Cubist Systematic Strategies, LLC59,112$20.4M
Worldquant Millennium Advisors LLC42,279$14.6M
Growth Interface Management LLC38,000$13.1M
Point72 Middle East FZE35,727$12.4M
LMR Partners LLP35,000$12.1M
Cantor Fitzgerald, L. P.32,000$11.1M
FORA Capital, LLC28,278$9.78M
Stanley-Laman Group, Ltd.20,269$7.01M
Caxton Associates LP20,000$6.92M
GAM Holding AG16,339$5.65M
Force Hill Capital Management LP13,009$4.50M
ExodusPoint Capital Management, LP12,404$4.29M
Campbell & CO Investment Adviser LLC12,222$4.23M
Adage Capital Partners GP, L.L.C.10,000$3.46M
Virtu Financial LLC8,297$2.87M
Jacobs Levy Equity Management, Inc7,093$2.45M
Dymon Asia Capital (Singapore) Pte. Ltd.6,273$2.17M
NWK Group, Inc.5,782$2.00M
Bayesian Capital Management, LP5,651$1.95M
HRT Financial LP5,393$1.86M
Pearl River Capital, LLC5,074$1.75M
Harvest Investment Services, LLC4,849$1.68M
Tudor Investment Corp Et Al4,830$1.67M
Twin Focus Capital Partners, LLC3,000$1.04M
Spouting Rock Asset Management, LLC2,880$996.1K
Perpetual Ltd2,700$933.8K
Western Wealth Management, LLC2,620$906.2K
Blueshift Asset Management, LLC2,609$902.3K
Seven Eight Capital, LP2,510$868.1K
Samson Rock Capital LLP2,495$862.9K
Echo Street Capital Management LLC2,103$727.3K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.2,030$702.1K
Edgestream Partners, L.P.2,010$695.2K
Shariaportfolio, Inc.1,922$665.0K
Fox Run Management, L.L.C.1,479$511.5K
Occudo Quantitative Strategies LP1,447$500.5K
Point72 Asset Management, L.P.1,422$491.8K
La Banque Postale Asset Management SA1,410$487.7K
Capula Management Ltd1,400$484.2K
Jag Capital Management, LLC1,227$424.4K
CTC Alternative Strategies, Ltd.1,200$415.0K
Sepio Capital, LP1,117$386.3K
Draper Asset Management, LLC1,061$367.0K
Fund Management at Engine No. 1 LLC1,009$349.0K
Machina Capital S.A.S.1,001$346.2K
Crewe Advisors LLC1,000$345.9K
Royal Fund Management, LLC1,000$345.9K
D.B. Root & Company, LLC925$319.9K
Waycross Partners, LLC925$319.9K
Sender Co & Partners, Inc.860$297.4K
Oak Thistle LLC748$258.7K
Bridgefront Capital, LLC706$244.2K
Herbst Group, LLC700$242.1K
Acorn Financial Advisory Services Inc679$234.9K
TFB Advisors LLC660$228.3K
Wesbanco Bank Inc584$202.0K
Symmetry Peak Management LLC500$172.9K
Focused Wealth Management, Inc250$86.5K
Stonebridge Capital Advisors LLC150$51.9K
FNY Investment Advisers, LLC140$48.0K
Castleview Partners, LLC106$36.7K
BluePath Capital Management, LLC88$30.4K
Riverview Trust Co68$23.5K
Financial Freedom, LLC53$18.3K
WR Wealth Planners, LLC31$10.7K
Earnest Partners LLC28$9.68K
Authentikos Wealth Advisory, LLC26$8.99K
Baker Avenue Asset Management, LP16$5.53K
Ancora Advisors, LLC12$4.15K
Larson Financial Group LLC5$1.73K
Clearstead Advisors, LLC4$1.38K
Impact Partnership Wealth, LLC4$1.38K
Financial Synergies Wealth Advisors, Inc.2$692

Not filed for Q4 2023 yet (7)

Institutions that held MongoDB, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MDB in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.75,745$26.2M
Jacob Asset Management of New York LLC6,232$2.16M
Pathstone Family Office, LLC4,447$1.56M
Advisor Partners II, LLC1,137$393.2K
KB Financial Partners, LLC45$16.0K
Sutton Wealth Advisors Inc.6$2.08K
Steward Financial Group LLC5$1.00K