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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 875 | $25.0B |
| Q1 2026 | 817 | $17.5B |
| Q4 2025 | 915 | $30.5B |
| Q3 2025 | 778 | $22.7B |
| Q2 2025 | 693 | $14.5B |
| Q1 2025 | 663 | $12.1B |
| Q4 2024 | 713 | $15.3B |
| Q3 2024 | 667 | $18.2B |
| Q2 2024 | 662 | $17.0B |
| Q1 2024 | 737 | $23.5B |
| Q4 2023 | 748 | $26.4B |
| Q3 2023 | 668 | $22.3B |
| Q2 2023 | 663 | $26.1B |
| Q1 2023 | 528 | $14.8B |
| Q4 2022 | 522 | $12.2B |
| Q3 2022 | 509 | $12.3B |
| Q2 2022 | 539 | $16.0B |
| Q1 2022 | 571 | $26.8B |
| Q4 2021 | 561 | $31.7B |
| Q3 2021 | 511 | $27.9B |
| Q2 2021 | 463 | $21.1B |
| Q1 2021 | 468 | $14.2B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 697 | $285.0K | 0.12% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 727 | $285.4K | 0.09% | +40+5.8% | Added |
| AM Squared Ltd | 700 | $286.2K | 0.59% | +600+600.0% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 700 | $286.2K | 0.31% | +700 | New |
| Ashton Thomas Private Wealth, LLC | 701 | $286.6K | 0.02% | 00.0% | Unchanged |
| Appleton Partners Inc | 712 | $291.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 713 | $291.9K | 0.01% | +713 | New |
| Mayflower Financial Advisors, LLC | 716 | $292.7K | 0.04% | +50+7.5% | Added |
| Concurrent Investment Advisors, LLC | 720 | $294.4K | 0.01% | +720 | New |
| Brevan Howard Capital Management LP | 721 | $294.8K | 0.03% | +42+6.2% | Added |
| Nwam LLC | 726 | $296.8K | 0.02% | +726 | New |
| Cigna Investments Inc | 727 | $297.0K | 0.06% | +12+1.7% | Added |
| Foundations Investment Advisors, LLC | 728 | $297.8K | 0.01% | +141+24.0% | Added |
| Farther Finance Advisors, LLC | 729 | $298.0K | 0.02% | +278+61.6% | Added |
| Everhart Financial Group, Inc. | 733 | $299.7K | 0.11% | +39+5.6% | Added |
| Apollon Wealth Management, LLC | 735 | $300.5K | 0.01% | +735 | New |
| Achmea Investment Management B.V. | 741 | $303.0K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 745 | $304.6K | 0.07% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 645 | $305.9K | 0.06% | +645 | New |
| Prio Wealth Limited Partnership | 750 | $306.6K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 753 | $307.9K | 0.00% | +101+15.5% | Added |
| Inceptionr LLC | 759 | $310.3K | 0.22% | −20−2.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 759 | $310.3K | 0.01% | +759 | New |
| Ostrum Asset Management | 776 | $317.3K | 0.03% | −678−46.6% | Reduced |
| Van Eck Associates Corp | 781 | $319.0K | 0.00% | +781 | New |
| Boston Private Wealth LLC | 781 | $319.3K | 0.01% | −654−45.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 782 | $319.7K | 0.16% | +782 | New |
| Atria Wealth Solutions, Inc. | 790 | $323.0K | 0.00% | −5−0.6% | Reduced |
| Yousif Capital Management, LLC | 792 | $323.8K | 0.00% | +30+3.9% | Added |
| Awm Capital, LLC | 804 | $328.7K | 0.06% | −2−0.2% | Reduced |
| HB Wealth Management, LLC | 805 | $329.1K | 0.00% | +165+25.8% | Added |
| Sequoia Financial Advisors, LLC | 806 | $329.6K | 0.00% | +207+34.6% | Added |
| Prospera Financial Services Inc | 815 | $333.2K | 0.01% | +227+38.6% | Added |
| Spence Asset Management | 832 | $340.0K | 0.09% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 845 | $345.5K | 0.03% | +845 | New |
| Archetype Wealth Partners | 850 | $348.0K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 864 | $353.3K | 0.00% | +423+95.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 883 | $361.0K | 0.01% | −418−32.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 885 | $361.8K | 0.20% | +885 | New |
| Raymond James Trust N.A. | 887 | $362.7K | 0.01% | +75+9.2% | Added |
| Advisory Research Inc | 888 | $363.1K | 0.06% | +141+18.9% | Added |
| Newbridge Financial Services Group, Inc. | 895 | $365.9K | 0.18% | +436+95.0% | Added |
| Tanager Wealth Management LLP | 914 | $373.7K | 0.07% | 00.0% | Unchanged |
| Wintrust Investments LLC | 928 | $379.0K | 0.04% | −303−24.6% | Reduced |
| MWA Asset Management | 933 | $381.5K | 0.32% | +933 | New |
| Ellevest, Inc. | 942 | $385.1K | 0.03% | −72−7.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 950 | $388.4K | 0.25% | +950 | New |
| Clarius Group, LLC | 956 | $390.9K | 0.03% | −16−1.6% | Reduced |
| Beacon Pointe Advisors, LLC | 969 | $396.1K | 0.00% | −13−1.3% | Reduced |
| Sapient Capital LLC | 973 | $397.8K | 0.01% | +973 | New |
| Ossiam | 974 | $398.2K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 994 | $406.4K | 0.06% | −76−7.1% | Reduced |
| Mutual of America Capital Management LLC | 997 | $407.6K | 0.00% | −110−9.9% | Reduced |
| Artal Group S.A. | 1,000 | $409.0K | 0.01% | +1,000 | New |
| FDx Advisors, Inc. | 1,016 | $415.0K | 0.03% | +224+28.3% | Added |
| New England Research & Management, Inc. | 1,030 | $421.0K | 0.22% | −45−4.2% | Reduced |
| We Are One Seven, LLC | 1,031 | $421.5K | 0.02% | +116+12.7% | Added |
| Shell Asset Management Co | 1,043 | $426.0K | 0.02% | −307−22.7% | Reduced |
| RSM US Wealth Management LLC | 1,049 | $428.9K | 0.01% | −27−2.5% | Reduced |
| CSS LLC | 1,050 | $429.3K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,050 | $429.3K | 0.00% | −2,200−67.7% | Reduced |
| Sawtooth Solutions, LLC | 1,070 | $437.5K | 0.01% | +97+10.0% | Added |
| Bleakley Financial Group, LLC | 1,070 | $437.5K | 0.01% | +97+10.0% | Added |
| Sentry Investment Management LLC | 1,104 | $451.0K | 0.19% | +1,104 | New |
| Teza Capital Management LLC | 1,146 | $468.5K | 0.08% | +205+21.8% | Added |
| Stephens Inc | 1,170 | $478.4K | 0.01% | +216+22.6% | Added |
| Fulton Bank, N.A. | 1,180 | $482.4K | 0.02% | −28−2.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,183 | $484.0K | 0.05% | +318+36.8% | Added |
| Teamwork Financial Advisors, LLC | 1,186 | $484.9K | 0.08% | +1,186 | New |
| Strategic Planning Group, LLC | 1,187 | $485.6K | 0.16% | +1,187 | New |
| Riverstone Advisors, LLC | 1,191 | $486.9K | 0.32% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,194 | $488.2K | 0.06% | −57−4.6% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,200 | $490.6K | 0.07% | +1,200 | New |
| Valliance Asset Management Ltd | 1,200 | $490.6K | 17.34% | +1,200 | New |
| Corton Capital Inc. | 1,204 | $492.3K | 0.16% | −807−40.1% | Reduced |
| STF Management LP | 1,210 | $494.7K | 0.23% | +1,210 | New |
| Bank of Hawaii | 1,214 | $496.3K | 0.03% | +1,214 | New |
| Wedbush Securities Inc | 1,215 | $497.0K | 0.02% | +126+11.6% | Added |
| Wetherby Asset Management Inc | 1,219 | $498.4K | 0.03% | −52−4.1% | Reduced |
| DC Investments Management, LLC | 1,229 | $502.5K | 0.51% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,288 | $504.3K | 0.00% | −1,357−51.3% | Reduced |
| New York Life Investment Management LLC | 1,236 | $505.3K | 0.01% | +61+5.2% | Added |
| Shay Capital LLC | 1,250 | $511.1K | 0.20% | +1,250 | New |
| TD Waterhouse Canada Inc. | 1,412 | $512.0K | 0.00% | −18−1.3% | Reduced |
| Parallel Advisors, LLC | 1,258 | $514.3K | 0.02% | −27−2.1% | Reduced |
| Keebeck Alpha, LP | 1,259 | $514.7K | 0.40% | −681−35.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,265 | $517.2K | 0.02% | +475+60.1% | Added |
| Capital CS Group, LLC | 1,280 | $523.3K | 0.58% | +1,280 | New |
| Chicago Capital, LLC | 1,316 | $538.0K | 0.02% | +1,316 | New |
| Motley Fool Asset Management LLC | 1,327 | $542.5K | 0.04% | +61+4.8% | Added |
| Integrated Wealth Concepts LLC | 1,343 | $549.0K | 0.01% | +179+15.4% | Added |
| Penserra Capital Management LLC | 1,358 | $554.0K | 0.01% | +1,001+280.4% | Added |
| Vident Advisory, LLC | 1,364 | $557.7K | 0.01% | +53+4.0% | Added |
| Jefferies Financial Group Inc. | 1,367 | $558.9K | 0.01% | +706+106.8% | Added |
| Cutler Group LP | 1,374 | $561.0K | 0.08% | −639−31.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,388 | $565.0K | 0.09% | +775+126.4% | Added |
| Independent Advisor Alliance | 1,394 | $569.9K | 0.02% | −56−3.9% | Reduced |
| Prelude Capital Management, LLC | 1,399 | $572.0K | 0.05% | −541−27.9% | Reduced |
| Kornitzer Capital Management Inc | 1,400 | $572.4K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,400 | $572.4K | 0.08% | +1,400 | New |