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Livermore
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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 5 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, Q4 2023

Institutional positions in MongoDB, Inc. as of Dec 31, 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
748
+87 vs. Q3 2023
Shares held
64.6M
+142.5K (+0.2%) vs. Q3 2023
Total value
$26.4B
+$4.06B (+18.2%) vs. Q3 2023
New holders
165
286 more added
Sold out
78
208 more reduced

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 748 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 heldQ4 2023: $26.4B
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, Q4 2023

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q3 2023.

Institutions holding MDB in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$40.00%0New
FinTrust Capital Advisors, LLC3$140.00%00.0%Unchanged
Anchor Investment Management, LLC1$4090.00%00.0%Unchanged
Retirement Group, LLC1$4090.00%00.0%Unchanged
TFC Financial Management1$4090.00%00.0%Unchanged
Jones Financial Companies LLLP1$4090.00%+1New
MV Capital Management, Inc.1$4090.00%+1New
Bruce G. Allen Investments, LLC1$4090.00%+1New
Colonial Trust Co2$6610.00%+2New
SJS Investment Consulting Inc.2$8180.00%00.0%Unchanged
Baystate Wealth Management LLC2$8180.00%+2New
Winthrop Capital Management, LLC2$8180.00%+2New
Johnson Financial Group, Inc.3$1.23K0.00%+3New
Sofos Investments, Inc.4$1.51K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC4$1.64K0.00%00.0%Unchanged
Gradient Investments LLC4$1.64K0.00%00.0%Unchanged
Sound Income Strategies, LLC4$1.64K0.00%00.0%Unchanged
First Manhattan Co3$1.64K0.00%+2+200.0%Added
Albion Financial Group4$1.64K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.4$1.64K0.00%+4New
WealthCollab, LLC4$1.64K0.00%+4New
Raffa Wealth Management, LLC5$2.04K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$2.04K0.00%00.0%Unchanged
Valued Wealth Advisors LLC7$2.42K0.00%+7New
Park Place Capital Corp6$2.45K0.00%−40−87.0%Reduced
AdvisorNet Financial, Inc7$2.86K0.00%−3−30.0%Reduced
VisionPoint Advisory Group, LLC7$2.86K0.00%−1−12.5%Reduced
Cape Investment Advisory, Inc.7$2.86K0.00%+7New
Transamerica Financial Advisors, Inc.8$3.00K0.00%+7+700.0%Added
Kelly Financial Services LLC8$3.27K0.00%−1−11.1%Reduced
Caldwell Sutter Capital, Inc.8$3.27K0.00%+8New
Versant Capital Management, Inc9$3.68K0.00%−4−30.8%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$4.09K0.00%−4−28.6%Reduced
Berkshire Capital Holdings Inc10$4.09K0.00%−40,620−100.0%Reduced
Fortitude Family Office, LLC10$4.09K0.00%+10New
Sachetta, LLC10$4.09K0.00%+10New
Able Wealth Management LLC11$4.50K0.00%+11New
JFS Wealth Advisors, LLC11$4.50K0.00%00.0%Unchanged
Atticus Wealth Management, LLC11$4.50K0.00%00.0%Unchanged
RFP Financial Group LLC12$4.91K0.00%00.0%Unchanged
Westside Investment Management, Inc.12$4.91K0.00%+12New
Oliver Lagore Vanvalin Investment Group12$4.91K0.00%+12New
Turtle Creek Wealth Advisors, LLC12$4.91K0.00%+12New
Washington Trust Advisors, Inc.12$5.11K0.00%+12New
NBC Securities, Inc.17$6.00K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC15$6.00K0.00%00.0%Unchanged
Avion Wealth15$6.00K0.00%+2+15.4%Added
Grove Bank & Trust18$7.36K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$8.18K0.01%00.0%Unchanged
Vima LLC22$8.99K0.02%+22New
Hantz Financial Services, Inc.21$9.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.24$9.81K0.00%00.0%Unchanged
Massmutual Trust Co FSB24$9.81K0.00%+9+60.0%Added
Loomis Sayles & Co L P24$10.0K0.00%+4+20.0%Added
Rise Advisors, LLC25$10.2K0.01%−16−39.0%Reduced
Macroview Investment Management LLC25$10.2K0.01%+5+25.0%Added
Quarry LP26$10.6K0.01%+26New
Salem Investment Counselors Inc26$10.6K0.00%00.0%Unchanged
REAP Financial Group, LLC26$10.7K0.00%+26New
Glassman Wealth Services27$11.0K0.00%−1−3.6%Reduced
Main Street Group, LTD30$12.3K0.00%+30New
GPS Wealth Strategies Group, LLC30$12.3K0.00%−32−51.6%Reduced
Smartleaf Asset Management LLC30$12.5K0.00%+30New
Plante Moran Financial Advisors, LLC31$12.7K0.00%+31New
Harbour Investments, Inc.33$13.5K0.00%+17+106.3%Added
Cornerstone Planning Group LLC34$13.9K0.00%−3−8.1%Reduced
Bell Investment Advisors, Inc34$13.9K0.00%+2+6.3%Added
Institutional & Family Asset Management, LLC34$13.9K0.00%+32+1,600.0%Added
Northwest Capital Management Inc38$15.5K0.01%00.0%Unchanged
Rothschild Investment LLC40$16.4K0.00%+40New
Rockbridge Investment Management, LCC40$16.4K0.00%+40New
ICA Group Wealth Management, LLC40$16.4K0.00%+40New
St Germain D J Co Inc43$17.6K0.00%−67−60.9%Reduced
Liberty One Investment Management, LLC43$17.6K0.00%+7+19.4%Added
Horizon Investments, LLC46$18.8K0.00%+46New
Hexagon Capital Partners LLC48$19.6K0.00%00.0%Unchanged
Sunbelt Securities, Inc.49$20.0K0.00%00.0%Unchanged
Front Row Advisors LLC50$20.4K0.01%+10+25.0%Added
Hollencrest Capital Management50$20.4K0.00%+50New
Rakuten Investment Management, Inc.51$21.3K0.00%+51New
Western Pacific Wealth Management, LP55$22.5K0.02%00.0%Unchanged
Transcendent Capital Group LLC60$24.5K0.02%+60New
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$24.5K0.01%+60New
Capital Advisors, Ltd. LLC67$27.0K0.00%00.0%Unchanged
Ofi Invest Asset Management75$27.8K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.83$28.0K0.00%+75+937.5%Added
Private Trust Co NA69$28.2K0.00%+5+7.8%Added
Montag A & Associates Inc78$31.9K0.00%−1−1.3%Reduced
Harel Insurance Investments & Financial Services Ltd.83$34.0K0.00%−64−43.5%Reduced
Sandy Spring Bank85$34.8K0.00%00.0%Unchanged
JJJ Advisors Inc.86$35.2K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.90$36.8K0.02%00.0%Unchanged
Beacon Capital Management, LLC109$37.7K0.01%+100+1,111.1%Added
Adirondack Trust Co88$39.4K0.02%00.0%Unchanged
Bartlett & Co. Wealth Management LLC100$41.7K0.00%00.0%Unchanged
Bartlett & Co. LLC100$42.0K0.00%00.0%Unchanged
AlphaCentric Advisors LLC106$43.3K0.03%−11−9.4%Reduced
Huntington National Bank110$45.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC113$45.8K0.00%−27−19.3%Reduced
Cullen/Frost Bankers, Inc.115$47.0K0.00%+13+12.7%Added