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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 1,408 | $575.7K | 0.03% | +1,408 | New |
| Synergy Financial Group, LTD | 1,412 | $577.3K | 0.71% | −148−9.5% | Reduced |
| Pier Capital, LLC | 1,422 | $581.4K | 0.08% | +66+4.9% | Added |
| GraniteShares Advisors LLC | 1,433 | $585.9K | 0.53% | −286−16.6% | Reduced |
| Vestcor Inc | 1,434 | $586.0K | 0.02% | −16−1.1% | Reduced |
| Moody National Bank Trust Division | 1,446 | $591.2K | 0.05% | −195−11.9% | Reduced |
| Sherbrooke Park Advisers LLC | 1,470 | $601.0K | 0.28% | −3,092−67.8% | Reduced |
| Guardian Capital LP | 1,481 | $605.5K | 0.02% | −285−16.1% | Reduced |
| HighPoint Advisor Group LLC | 1,727 | $611.0K | 0.04% | +1,727 | New |
| Illinois Municipal Retirement Fund | 1,556 | $636.0K | 0.01% | +1,556 | New |
| Battery Global Advisors, LLC | 1,557 | $636.6K | 0.49% | +1,557 | New |
| Veriti Management LLC | 1,561 | $638.2K | 0.06% | +33+2.2% | Added |
| EMC Capital Management | 1,600 | $654.0K | 0.44% | −800−33.3% | Reduced |
| STRS Ohio | 1,610 | $658.0K | 0.00% | −202−11.1% | Reduced |
| Western Financial Corp | 1,638 | $669.7K | 0.45% | −1−0.1% | Reduced |
| HM Payson & Co | 1,674 | $684.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,682 | $687.7K | 0.02% | +75+4.7% | Added |
| Evanson Asset Management, LLC | 1,687 | $689.7K | 0.06% | +1,687 | New |
| Investment Management Corp of Ontario | 1,691 | $691.4K | 0.02% | +1,691 | New |
| Strategic Advocates LLC | 1,692 | $691.8K | 0.29% | −302−15.1% | Reduced |
| Kestra Advisory Services, LLC | 1,703 | $696.3K | 0.01% | +269+18.8% | Added |
| Bamco Inc | 1,720 | $703.2K | 0.00% | −108−5.9% | Reduced |
| Meridian Investment Counsel Inc. | 1,742 | $712.2K | 0.24% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 1,751 | $715.9K | 0.01% | +1,751 | New |
| Mach-1 Financial Group, Inc. | 1,753 | $716.7K | 0.27% | −356−16.9% | Reduced |
| Steel Peak Wealth Management LLC | 1,757 | $718.4K | 0.04% | −1,159−39.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,765 | $721.6K | 0.01% | +868+96.8% | Added |
| Metis Global Partners, LLC | 1,784 | $729.4K | 0.03% | −166−8.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,811 | $740.4K | 0.01% | +1,155+176.1% | Added |
| Values First Advisors, Inc. | 1,824 | $745.7K | 0.45% | −115−5.9% | Reduced |
| Tyler-Stone Wealth Management | 1,828 | $747.4K | 0.38% | +39+2.2% | Added |
| Joel Isaacson & Co., LLC | 1,834 | $749.8K | 0.05% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 1,850 | $756.4K | 0.52% | +1,850 | New |
| Keybank National Association | 1,864 | $762.1K | 0.00% | +42+2.3% | Added |
| Avestar Capital, LLC | 1,876 | $767.0K | 0.09% | +63+3.5% | Added |
| Gotham Asset Management, LLC | 1,877 | $767.4K | 0.01% | −7,765−80.5% | Reduced |
| Alpha DNA Investment Management LLC | 1,887 | $771.5K | 0.46% | −395−17.3% | Reduced |
| NVWM, LLC | 1,895 | $774.8K | 0.23% | −53−2.7% | Reduced |
| Cipher Capital LP | 1,900 | $776.8K | 0.25% | +457+31.7% | Added |
| XTX Topco Ltd | 1,915 | $782.9K | 0.17% | +1,915 | New |
| WoodTrust Financial Corp | 1,925 | $787.0K | 0.13% | 00.0% | Unchanged |
| Tybourne Capital Management (HK) Ltd | 1,959 | $800.9K | 0.12% | −533−21.4% | Reduced |
| Seaport Global Advisors, LLC | 1,971 | $805.8K | 1.93% | +1,056+115.4% | Added |
| Eqis Capital Management, Inc. | 1,978 | $808.8K | 0.07% | +9+0.5% | Added |
| Commerce Bank | 2,006 | $820.2K | 0.01% | −136−6.3% | Reduced |
| Qtron Investments LLC | 2,030 | $830.0K | 0.14% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,057 | $841.0K | 0.05% | +154+8.1% | Added |
| Jackson Square Capital, LLC | 2,067 | $845.1K | 0.27% | +319+18.2% | Added |
| Ameritas Investment Partners, Inc. | 2,069 | $845.9K | 0.03% | +2,069 | New |
| Carnegie Capital Asset Management, LLC | 2,126 | $869.2K | 0.03% | −19−0.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,130 | $870.9K | 0.07% | −11−0.5% | Reduced |
| Brown Advisory Inc | 2,142 | $875.8K | 0.00% | +16+0.8% | Added |
| Park Avenue Securities LLC | 2,167 | $886.0K | 0.01% | +369+20.5% | Added |
| Valmark Advisers, Inc. | 2,171 | $887.6K | 0.02% | −20−0.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,179 | $890.9K | 0.00% | +298+15.8% | Added |
| Keystone Investors Pte Ltd | 2,238 | $915.0K | 0.08% | +1,613+258.1% | Added |
| Banque Cantonale Vaudoise | 2,289 | $935.0K | 0.04% | +915+66.6% | Added |
| Centaurus Financial, Inc. | 2,300 | $940.0K | 0.07% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 2,300 | $940.4K | 0.01% | +500+27.8% | Added |
| AnglePoint Asset Management Ltd | 2,320 | $948.5K | 1.20% | +2,320 | New |
| CI Private Wealth, LLC | 2,331 | $953.0K | 0.00% | −92−3.8% | Reduced |
| Toroso Investments, LLC | 2,332 | $953.4K | 0.02% | −678−22.5% | Reduced |
| NEOS Investment Management LLC | 2,359 | $964.5K | 0.09% | +2,359 | New |
| O'Neil Global Advisors, Inc. | 2,424 | $991.0K | 0.58% | +2,424 | New |
| RIA Advisory Group LLC | 13,815 | $1.00M | 0.48% | +13,815 | New |
| LBMC Investment Advisors, LLC | 2,500 | $1.02M | 0.10% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,543 | $1.04M | 0.01% | +422+19.9% | Added |
| SG Americas Securities, LLC | 2,553 | $1.04M | 0.01% | −10,912−81.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,570 | $1.05M | 0.02% | +1,790+229.5% | Added |
| Venturi Wealth Management, LLC | 2,587 | $1.06M | 0.07% | +4+0.2% | Added |
| Cetera Advisor Networks LLC | 2,596 | $1.06M | 0.01% | +417+19.1% | Added |
| AXS Investments LLC | 2,600 | $1.06M | 0.26% | +2,600 | New |
| Credit Agricole S A | 2,663 | $1.09M | 0.02% | +2,603+4,338.3% | Added |
| National Asset Management, Inc. | 2,666 | $1.09M | 0.03% | +1,557+140.4% | Added |
| David J Yvars Group | 2,674 | $1.09M | 0.88% | +5+0.2% | Added |
| CWM, LLC | 2,680 | $1.10M | 0.01% | +89+3.4% | Added |
| Insight Holdings Group, LLC | 2,700 | $1.10M | 0.03% | +2,700 | New |
| Panagora Asset Management Inc | 2,728 | $1.12M | 0.01% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,730 | $1.12M | 0.07% | +726+36.2% | Added |
| The PNC Financial Services Group, Inc. | 2,746 | $1.12M | 0.00% | +272+11.0% | Added |
| Harbor Capital Advisors, Inc. | 2,779 | $1.14M | 0.22% | −292−9.5% | Reduced |
| E. Ohman J:or Asset Management AB | 2,800 | $1.14M | 0.04% | −500−15.2% | Reduced |
| Eisler Capital (UK) Ltd. | 2,824 | $1.15M | 0.11% | +2,824 | New |
| Perigon Wealth Management, LLC | 2,848 | $1.16M | 0.04% | +51+1.8% | Added |
| Natixis Investment Managers International | 2,875 | $1.18M | 0.08% | +560+24.2% | Added |
| Brown Brothers Harriman & Co | 2,965 | $1.21M | 0.01% | +250+9.2% | Added |
| Yarbrough Capital, LLC | 2,977 | $1.22M | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 2,988 | $1.22M | 0.02% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,082 | $1.26M | 0.32% | +2,353+322.8% | Added |
| Banco Santander, S.A. | 3,128 | $1.28M | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 3,141 | $1.28M | 0.04% | +1,683+115.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,189 | $1.30M | 0.80% | +10.0% | Added |
| Atria Investments LLC | 3,220 | $1.32M | 0.02% | +3,220 | New |
| Bank of Nova Scotia | 3,233 | $1.32M | 0.00% | +3,233 | New |
| Teacher Retirement System of Texas | 3,279 | $1.34M | 0.01% | −2,190−40.0% | Reduced |
| L & S Advisors Inc | 3,356 | $1.37M | 0.17% | +198+6.3% | Added |
| Cresset Asset Management, LLC | 3,362 | $1.37M | 0.01% | +447+15.3% | Added |
| AIA Group Ltd | 3,400 | $1.39M | 0.06% | +100+3.0% | Added |
| Diversified Trust Co | 3,454 | $1.41M | 0.05% | +130+3.9% | Added |
| Vontobel Holding Ltd. | 3,574 | $1.46M | 0.01% | +334+10.3% | Added |