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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 3 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
D.B. Root & Company, LLC0$00.00%−925−100.0%Sold out
Waycross Partners, LLC0$00.00%−925−100.0%Sold out
Sender Co & Partners, Inc.0$00.00%−860−100.0%Sold out
Oak Thistle LLC0$00.00%−748−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−706−100.0%Sold out
Herbst Group, LLC0$00.00%−700−100.0%Sold out
Acorn Financial Advisory Services Inc0$00.00%−679−100.0%Sold out
TFB Advisors LLC0$00.00%−660−100.0%Sold out
Wesbanco Bank Inc0$00.00%−584−100.0%Sold out
Symmetry Peak Management LLC0$00.00%−500−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−250−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−150−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−140−100.0%Sold out
Castleview Partners, LLC0$00.00%−106−100.0%Sold out
BluePath Capital Management, LLC0$00.00%−88−100.0%Sold out
Riverview Trust Co0$00.00%−68−100.0%Sold out
Financial Freedom, LLC0$00.00%−53−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−31−100.0%Sold out
Earnest Partners LLC0$00.00%−28−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−26−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−16−100.0%Sold out
Ancora Advisors, LLC0$00.00%−12−100.0%Sold out
Larson Financial Group LLC0$00.00%−5−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−4−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−4−100.0%Sold out
Financial Synergies Wealth Advisors, Inc.0$00.00%−2−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed
Jacob Asset Management of New York LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
Advisor Partners II, LLC––––Not filed
KB Financial Partners, LLC––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Steward Financial Group LLC––––Not filed