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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
Readystate Asset Management LP115$47.0K0.00%+115New
Financial Avengers, Inc.120$49.1K0.03%00.0%Unchanged
Coppell Advisory Solutions LLC120$49.1K0.01%+120New
GAMMA Investing LLC124$49.7K0.01%+124New
Central Trust Co123$50.3K0.00%+15+13.9%Added
Abound Wealth Management124$50.7K0.02%00.0%Unchanged
Westpac Banking Corp128$52.3K0.00%−980−88.4%Reduced
Parkside Financial Bank & Trust128$52.3K0.01%−2−1.5%Reduced
First Financial Corp130$53.1K0.03%+50+62.5%Added
Cambridge Trust Co130$53.2K0.00%00.0%Unchanged
Umb Bank N A131$53.6K0.00%−6−4.4%Reduced
Strategic Investment Solutions, Inc.135$55.2K0.01%+135New
Steward Partners Investment Advisory, LLC136$55.6K0.00%+100+277.8%Added
China Universal Asset Management Co., Ltd.141$57.6K0.01%+141New
DSM Capital Partners LLC148$60.5K0.00%+148New
Manchester Capital Management LLC154$63.0K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt158$64.6K0.01%+58+58.0%Added
Proequities, Inc.170$69.5K0.00%+26+18.1%Added
CVA Family Office, LLC178$72.8K0.01%+178New
Jamison Private Wealth Management, Inc.179$73.2K0.01%00.0%Unchanged
Raleigh Capital Management Inc.182$74.4K0.03%+36+24.7%Added
E Fund Management (Hong Kong) Co., Ltd.189$77.0K0.04%+189New
Ci Investments Inc.190$78.0K0.00%−8−4.0%Reduced
Alta Advisers Ltd200$81.8K0.04%00.0%Unchanged
Provenance Wealth Advisors, LLC200$81.8K0.01%00.0%Unchanged
Edmond de Rothschild Holding S.A.201$82.2K0.00%+201New
Plato Investment Management Ltd212$86.7K0.11%+212New
EverSource Wealth Advisors, LLC226$92.4K0.01%+25+12.4%Added
Lindbrook Capital, LLC247$101.0K0.01%+46+22.9%Added
Pittenger & Anderson Inc253$103.4K0.00%00.0%Unchanged
Geneos Wealth Management Inc.277$113.3K0.01%−1−0.4%Reduced
First Horizon Advisors, Inc.284$116.1K0.00%+56+24.6%Added
Advisors Asset Management, Inc.287$117.3K0.00%+27+10.4%Added
Laurel Wealth Advisors LLC303$123.9K0.02%00.0%Unchanged
Neo Ivy Capital Management309$126.0K0.28%+309New
Principal Securities, Inc.334$136.6K0.01%+334New
Bessemer Group Inc359$147.0K0.00%00.0%Unchanged
Kapitalo Investimentos Ltda360$147.2K0.03%+360New
Loring Wolcott & Coolidge Fiduciary Advisors LLP380$152.2K0.00%00.0%Unchanged
Spire Wealth Management398$159.6K0.01%+6+1.5%Added
Icon Wealth Advisors, LLC397$162.3K0.02%+397New
Quadrant Capital Group LLC412$168.4K0.01%+22+5.6%Added
Northwestern Mutual Wealth Management Co429$175.4K0.00%−8−1.8%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna434$177.4K0.07%00.0%Unchanged
Desjardins Global Asset Management Inc.454$185.6K0.02%+6+1.3%Added
Truvestments Capital LLC465$190.1K0.09%−27−5.5%Reduced
Covestor Ltd469$192.0K0.13%+410+694.9%Added
McGlone Suttner Wealth Management, Inc.472$193.0K0.04%+472New
Quest Partners LLC486$198.7K0.04%+486New
Perennial Investment Advisors, LLC490$200.3K0.03%00.0%Unchanged
Savant Capital, LLC490$200.3K0.00%+490New
Meeder Advisory Services, Inc.490$200.3K0.02%+490New
Hutchens & Kramer Investment Management Group, LLC493$201.6K0.14%+493New
Kovack Advisors, Inc.497$203.2K0.02%−1,020−67.2%Reduced
Nebula Research & Development LLC498$203.6K0.06%−441−47.0%Reduced
Lido Advisors, LLC498$203.7K0.00%+498New
UniSuper Management Pty Ltd500$204.4K0.00%00.0%Unchanged
Roth Financial Partners LLC500$204.4K0.10%+500New
Prosperity Wealth Management, Inc.505$206.5K0.14%+505New
Clear Street Markets LLC506$207.0K0.08%+6+1.2%Added
Northside Capital Management, LLC510$208.5K0.07%+510New
Tealwood Asset Management Inc511$209.0K0.10%+511New
Baldwin Brothers Inc515$210.6K0.02%00.0%Unchanged
Coastal Investment Advisors, Inc.519$212.2K0.05%+519New
Allworth Financial LP520$212.8K0.00%+18+3.6%Added
Dakota Wealth Management521$213.0K0.01%+521New
Quent Capital, LLC522$213.4K0.03%+78+17.6%Added
Oracle Alpha Inc.526$215.1K0.28%+526New
Fifth Third Bancorp529$216.3K0.00%+6+1.1%Added
Buckingham Strategic Wealth, LLC534$218.3K0.00%+534New
Emerald Mutual Fund Advisers Trust536$219.1K0.01%+184+52.3%Added
CAPROCK Group, Inc.537$219.6K0.01%+537New
Oxford Asset Management LLP549$224.5K0.34%+549New
Schechter Investment Advisors, LLC553$226.1K0.02%+553New
Clare Market Investments LLC555$226.9K0.08%−69−11.1%Reduced
New Century Financial Group, LLC557$227.7K0.20%+557New
Fiduciary Trust Co565$231.0K0.00%+565New
American Trust568$232.2K0.02%−96−14.5%Reduced
Wedmont Private Capital618$233.9K0.02%+618New
Valley National Advisers Inc597$244.0K0.04%+33+5.9%Added
AtonRa Partners601$245.7K0.49%−85−12.4%Reduced
Mount Yale Investment Advisors, LLC606$247.8K0.02%+606New
SageView Advisory Group, LLC606$251.8K0.01%+606New
Wealth Alliance617$252.3K0.04%−28−4.3%Reduced
Federation des caisses Desjardins du Quebec627$256.3K0.00%+25+4.2%Added
Balentine LLC636$260.0K0.01%+636New
Norinchukin Bank, The638$260.8K0.01%+638New
Cornerstone Wealth Management, LLC639$261.3K0.02%−3−0.5%Reduced
Empowered Funds, LLC639$261.3K0.01%+639New
Hamilton Point Investment Advisors, LLC643$262.9K0.05%−200−23.7%Reduced
Zega Financial, LLC646$264.1K0.11%+646New
American Planning Services, Inc.649$265.3K0.20%+649New
EP Wealth Advisors, LLC665$271.9K0.00%+55+9.0%Added
Everpar Advisors LLC671$274.3K0.13%+671New
Avantax Advisory Services, Inc.681$278.4K0.00%−9−1.3%Reduced
Centiva Capital, LP682$278.8K0.02%+682New
Mount Lucas Management LP685$280.1K0.10%00.0%Unchanged
Wealthcare Advisory Partners LLC689$281.7K0.01%+689New
ICICI Prudential Asset Management Co Ltd692$282.9K0.03%+692New
Azzad Asset Management Inc695$284.3K0.04%+695New