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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 3,632 | $1.48M | 0.00% | +3,390+1,400.8% | Added |
| Hel Ved Capital Management Ltd | 3,661 | $1.50M | 0.44% | −3,621−49.7% | Reduced |
| Silvant Capital Management LLC | 3,674 | $1.50M | 0.08% | +3,674 | New |
| Oregon Public Employees Retirement Fund | 3,800 | $1.55M | 0.03% | +3,800 | New |
| Janney Montgomery Scott LLC | 3,905 | $1.60M | 0.01% | +2,240+134.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,916 | $1.60M | 0.03% | +549+16.3% | Added |
| MAI Capital Management | 3,932 | $1.61M | 0.02% | −149−3.7% | Reduced |
| Prudential Financial Inc | 3,983 | $1.63M | 0.00% | −2,703−40.4% | Reduced |
| Silicon Valley Community Foundation | 3,993 | $1.63M | 0.17% | −69−1.7% | Reduced |
| MetLife Investment Management | 4,058 | $1.66M | 0.01% | +19+0.5% | Added |
| Private Advisor Group, LLC | 4,101 | $1.68M | 0.01% | +385+10.4% | Added |
| LifePro Asset Management | 4,127 | $1.69M | 1.31% | +4,127 | New |
| US Bancorp | 4,147 | $1.70M | 0.00% | +326+8.5% | Added |
| Intech Investment Management LLC | 4,153 | $1.70M | 0.02% | −3,026−42.2% | Reduced |
| Winton Group Ltd | 4,166 | $1.70M | 0.12% | +4,166 | New |
| Zweig-DiMenna Associates LLC | 4,175 | $1.71M | 0.20% | −10,075−70.7% | Reduced |
| Highland Capital Management, LLC | 4,178 | $1.71M | 0.11% | −12−0.3% | Reduced |
| Verition Fund Management LLC | 4,294 | $1.76M | 0.02% | −3,108−42.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,350 | $1.78M | 1.48% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 4,356 | $1.78M | 0.72% | +134+3.2% | Added |
| AE Wealth Management LLC | 4,561 | $1.80M | 0.01% | +1,391+43.9% | Added |
| IFP Advisors, Inc | 4,444 | $1.82M | 0.09% | +2,950+197.5% | Added |
| F/M Investments LLC | 4,463 | $1.82M | 1.04% | +8+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,413 | $1.83M | 0.02% | +1,015+29.9% | Added |
| Red Spruce Capital, LLC | 4,529 | $1.85M | 0.95% | −106−2.3% | Reduced |
| Aigen Investment Management, LP | 4,529 | $1.85M | 0.33% | +1,789+65.3% | Added |
| Aft, Forsyth & Company, Inc. | 4,537 | $1.85M | 1.17% | +941+26.2% | Added |
| Duality Advisers, LP | 4,568 | $1.87M | 0.20% | −805−15.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,585 | $1.88M | 0.01% | −202−4.2% | Reduced |
| Exchange Traded Concepts, LLC | 4,593 | $1.88M | 0.05% | +1,223+36.3% | Added |
| Flight Deck Capital, LP | 4,600 | $1.88M | 2.30% | +4,600 | New |
| Alps Advisors Inc | 4,622 | $1.89M | 0.01% | −489−9.6% | Reduced |
| Ieq Capital, LLC | 4,726 | $1.93M | 0.03% | +684+16.9% | Added |
| Emerald Advisers, LLC | 4,769 | $1.95M | 0.08% | +593+14.2% | Added |
| Eagle Asset Management Inc | 4,794 | $1.96M | 0.01% | −743−13.4% | Reduced |
| Evolutionary Tree Capital Management, LLC | 4,938 | $2.02M | 2.23% | +581+13.3% | Added |
| Summit Global Investments | 4,968 | $2.03M | 0.13% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 5,000 | $2.04M | 2.98% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 5,035 | $2.06M | 0.72% | −155−3.0% | Reduced |
| Maryland State Retirement & Pension System | 5,206 | $2.13M | 0.04% | +191+3.8% | Added |
| United Capital Financial Advisers, LLC | 5,355 | $2.19M | 0.02% | −1,931−26.5% | Reduced |
| Brinker Capital Investments, LLC | 5,789 | $2.19M | 0.03% | −447−7.2% | Reduced |
| Orion Portfolio Solutions, LLC | 5,789 | $2.19M | 0.03% | −447−7.2% | Reduced |
| Lazard Asset Management LLC | 5,397 | $2.21M | 0.00% | +1,258+30.4% | Added |
| Mackenzie Financial Corp | 5,414 | $2.21M | 0.00% | +448+9.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,430 | $2.22M | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,522 | $2.26M | 0.10% | +5,522 | New |
| Cerity Partners LLC | 5,598 | $2.29M | 0.01% | +716+14.7% | Added |
| Bokf, NA | 5,599 | $2.29M | 0.04% | −846−13.1% | Reduced |
| Creative Planning | 5,611 | $2.29M | 0.00% | +472+9.2% | Added |
| Oppenheimer Asset Management Inc. | 5,614 | $2.30M | 0.03% | +278+5.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,637 | $2.30M | 0.00% | +2,213+64.6% | Added |
| Brighton Jones LLC | 5,647 | $2.31M | 0.10% | +148+2.7% | Added |
| Caption Management, LLC | 5,700 | $2.33M | 0.25% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 5,700 | $2.33M | 0.05% | +5,700 | New |
| Darwin Advisors, LLC | 5,801 | $2.37M | 0.64% | +5,801 | New |
| Gulf International Bank (UK) Ltd | 5,820 | $2.38M | 0.07% | −510−8.1% | Reduced |
| Vinva Investment Management Ltd | 5,758 | $2.40M | 0.17% | +1,308+29.4% | Added |
| Ethic Inc. | 5,890 | $2.41M | 0.07% | +542+10.1% | Added |
| Boulder Hill Capital Management LP | 6,000 | $2.45M | 1.31% | +6,000 | New |
| KP Management LLC | 6,000 | $2.45M | 1.22% | +6,000 | New |
| Pathstone Holdings, LLC | 5,969 | $2.46M | 0.01% | +5,969 | New |
| SYSTM Wealth Solutions LLC | 6,036 | $2.47M | 0.34% | +675+12.6% | Added |
| Wealthfront Advisers LLC | 6,039 | $2.47M | 0.01% | +2,035+50.8% | Added |
| American International Group, Inc. | 6,090 | $2.49M | 0.01% | +4,948+433.3% | Added |
| Oppenheimer & Co Inc | 6,143 | $2.51M | 0.05% | +1,733+39.3% | Added |
| Quantinno Capital Management LP | 6,155 | $2.52M | 0.09% | +711+13.1% | Added |
| Independent Financial Group, LLC | 6,280 | $2.57M | 0.14% | +4,722+303.1% | Added |
| M&T Bank Corp | 6,309 | $2.58M | 0.01% | +424+7.2% | Added |
| Cookson Peirce & Co Inc | 6,315 | $2.58M | 0.16% | +5,208+470.5% | Added |
| Stonegate Investment Group, LLC | 6,366 | $2.60M | 0.09% | +338+5.6% | Added |
| CIBC Private Wealth Group, LLC | 6,510 | $2.66M | 0.01% | −341−5.0% | Reduced |
| BOCHK Asset Management Ltd | 6,650 | $2.72M | 1.67% | +6,650 | New |
| EFG Asset Management (Americas) Corp. | 6,781 | $2.77M | 0.60% | −1,288−16.0% | Reduced |
| Advisory Services Network, LLC | 7,050 | $2.88M | 0.07% | +800+12.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,088 | $2.90M | 0.06% | +1,500+26.8% | Added |
| Bridgeway Capital Management, LLC | 7,100 | $2.90M | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,296 | $2.98M | 0.04% | +3,989+120.6% | Added |
| William Blair Investment Management, LLC | 7,311 | $2.99M | 0.01% | −2,136−22.6% | Reduced |
| Vista Wealth Management Group, LLC | 7,311 | $2.99M | 0.25% | +19+0.3% | Added |
| Sandler Capital Management | 7,392 | $3.02M | 0.39% | −18,140−71.0% | Reduced |
| Swiss Life Asset Management Ltd | 7,466 | $3.06M | 0.04% | −4,488−37.5% | Reduced |
| Two Sigma Investments, LP | 7,517 | $3.07M | 0.01% | −295,155−97.5% | Reduced |
| Ratan Capital Management LP | 7,532 | $3.08M | 2.01% | −1,468−16.3% | Reduced |
| Jasper Ridge Partners, L.P. | 7,650 | $3.13M | 0.13% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,656 | $3.13M | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 7,684 | $3.14M | 0.08% | +580+8.2% | Added |
| PDT Partners, LLC | 7,757 | $3.17M | 0.35% | −5,499−41.5% | Reduced |
| Amalgamated Bank | 7,826 | $3.20M | 0.03% | +278+3.7% | Added |
| Nicholas Investment Partners, LP | 7,962 | $3.26M | 0.38% | +3,710+87.3% | Added |
| Putnam Investments LLC | 7,980 | $3.26M | 0.00% | −2,399−23.1% | Reduced |
| Public Employees Retirement Association of Colorado | 8,007 | $3.27M | 0.02% | −368−4.4% | Reduced |
| Daiwa Securities Group Inc. | 8,019 | $3.28M | 0.02% | +2,295+40.1% | Added |
| TriaGen Wealth Management LLC | 8,032 | $3.28M | 1.57% | +8,032 | New |
| Chartwell Investment Partners, LLC | 8,092 | $3.31M | 0.12% | +3,434+73.7% | Added |
| MML Investors Services, LLC | 8,141 | $3.33M | 0.02% | +1,025+14.4% | Added |
| British Columbia Investment Management Corp | 8,214 | $3.36M | 0.03% | +1,798+28.0% | Added |
| Concentric Capital Strategies, LP | 8,314 | $3.40M | 0.44% | +8,314 | New |
| Shelton Capital Management | 8,361 | $3.42M | 0.11% | +8,361 | New |
| Xponance, Inc. | 9,081 | $3.71M | 0.04% | −324−3.4% | Reduced |