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 |
|---|---|---|---|---|---|
| Bornite Capital Management LP | 15,000 | $6.13M | 1.43% | +15,000 | New |
| Slow Capital, Inc. | 14,931 | $6.10M | 1.06% | −336−2.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,887 | $6.09M | 0.08% | −213−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 14,677 | $6.00M | 0.01% | +1,900+14.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 14,216 | $5.81M | 0.03% | +224+1.6% | Added |
| APG Asset Management US Inc. | 14,165 | $5.79M | 0.04% | +14,165 | New |
| Crestline Management, LP | 14,004 | $5.73M | 0.53% | +5,056+56.5% | Added |
| IFM Investors Pty Ltd | 13,908 | $5.69M | 0.07% | −39−0.3% | Reduced |
| Truist Financial Corp | 13,879 | $5.67M | 0.01% | +1,724+14.2% | Added |
| Mariner, LLC | 13,693 | $5.60M | 0.01% | +6,646+94.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,572 | $5.55M | 0.02% | −16,442−54.8% | Reduced |
| Forsta Ap-Fonden | 13,500 | $5.52M | 0.06% | −1,000−6.9% | Reduced |
| RMB Capital Management, LLC | 13,333 | $5.45M | 0.17% | +1,218+10.1% | Added |
| Whittier Trust Co of Nevada Inc | 13,196 | $5.39M | 0.17% | −2,313−14.9% | Reduced |
| Los Angeles Capital Management LLC | 13,184 | $5.39M | 0.02% | −20,361−60.7% | Reduced |
| Calamos Advisors LLC | 13,129 | $5.37M | 0.03% | +10,448+389.7% | Added |
| Commonwealth Equity Services, LLC | 12,997 | $5.31M | 0.01% | +1,386+11.9% | Added |
| Rakuten Securities, Inc. | 12,931 | $5.29M | 4.18% | +12,931 | New |
| Engineers Gate Manager LP | 12,843 | $5.25M | 0.15% | −24,154−65.3% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 12,700 | $5.19M | 4.02% | −2,000−13.6% | Reduced |
| QRG Capital Management, Inc. | 12,649 | $5.17M | 0.08% | +344+2.8% | Added |
| USS Investment Management Ltd | 12,566 | $5.14M | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 12,312 | $5.03M | 0.02% | +9,952+421.7% | Added |
| CIBC World Markets Corp | 12,223 | $5.00M | 0.03% | −27,777−69.4% | Reduced |
| Mercer Global Advisors Inc | 12,204 | $4.99M | 0.02% | +683+5.9% | Added |
| PEAK6 Investments LLC | 11,890 | $4.86M | 0.21% | −21,174−64.0% | Reduced |
| Utah Retirement Systems | 11,624 | $4.75M | 0.06% | +350+3.1% | Added |
| Tredje AP-fonden | 11,393 | $4.66M | 0.06% | −253−2.2% | Reduced |
| Morse Asset Management, Inc | 11,374 | $4.65M | 1.37% | −482−4.1% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 11,198 | $4.58M | 1.24% | +11,198 | New |
| Comerica Bank | 11,099 | $4.54M | 0.02% | +914+9.0% | Added |
| Marex Group plc | 11,019 | $4.51M | 0.18% | +546+5.2% | Added |
| IMC-Chicago, LLC | 10,713 | $4.38M | 0.14% | +10,713 | New |
| Alamar Capital Management, LLC | 10,114 | $4.14M | 3.28% | +211+2.1% | Added |
| Alight Capital Management LP | 10,000 | $4.09M | 1.31% | +2,500+33.3% | Added |
| Black Swift Group, LLC | 10,000 | $4.09M | 1.23% | +10,000 | New |
| Capstone Triton Financial Group, LLC | 9,979 | $4.08M | 2.98% | −1,603−13.8% | Reduced |
| Taylor Frigon Capital Management LLC | 9,942 | $4.06M | 2.04% | −178−1.8% | Reduced |
| GTS Securities LLC | 9,895 | $4.05M | 0.09% | −7,723−43.8% | Reduced |
| Nissay Asset Management Corp | 9,810 | $4.01M | 0.03% | +1,682+20.7% | Added |
| Toronto Dominion Bank | 9,724 | $3.98M | 0.01% | −3,797−28.1% | Reduced |
| Interval Partners, LP | 9,674 | $3.96M | 0.17% | +4,674+93.5% | Added |
| EFG Asset Management (North America) Corp. | 9,647 | $3.94M | 0.75% | −4,950−33.9% | Reduced |
| Moore Capital Management, LP | 9,620 | $3.93M | 0.09% | −1,012−9.5% | Reduced |
| Optiver Holding B.V. | 9,499 | $3.88M | 0.12% | −13,171−58.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,418 | $3.85M | 0.11% | −49,424−84.0% | Reduced |
| Strategic Vision Investment Ltd | 9,300 | $3.80M | 6.25% | +9,300 | New |
| Allianz Asset Management GmbH | 9,258 | $3.79M | 0.01% | +1,379+17.5% | Added |
| Xponance, Inc. | 9,081 | $3.71M | 0.04% | −324−3.4% | Reduced |
| Shelton Capital Management | 8,361 | $3.42M | 0.11% | +8,361 | New |
| Concentric Capital Strategies, LP | 8,314 | $3.40M | 0.44% | +8,314 | New |
| British Columbia Investment Management Corp | 8,214 | $3.36M | 0.03% | +1,798+28.0% | Added |
| MML Investors Services, LLC | 8,141 | $3.33M | 0.02% | +1,025+14.4% | Added |
| Chartwell Investment Partners, LLC | 8,092 | $3.31M | 0.12% | +3,434+73.7% | Added |
| TriaGen Wealth Management LLC | 8,032 | $3.28M | 1.57% | +8,032 | New |
| Daiwa Securities Group Inc. | 8,019 | $3.28M | 0.02% | +2,295+40.1% | Added |
| Public Employees Retirement Association of Colorado | 8,007 | $3.27M | 0.02% | −368−4.4% | Reduced |
| Putnam Investments LLC | 7,980 | $3.26M | 0.00% | −2,399−23.1% | Reduced |
| Nicholas Investment Partners, LP | 7,962 | $3.26M | 0.38% | +3,710+87.3% | Added |
| Amalgamated Bank | 7,826 | $3.20M | 0.03% | +278+3.7% | Added |
| PDT Partners, LLC | 7,757 | $3.17M | 0.35% | −5,499−41.5% | Reduced |
| JustInvest LLC | 7,684 | $3.14M | 0.08% | +580+8.2% | Added |
| State of Alaska, Department of Revenue | 7,656 | $3.13M | 0.04% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 7,650 | $3.13M | 0.13% | 00.0% | Unchanged |
| Ratan Capital Management LP | 7,532 | $3.08M | 2.01% | −1,468−16.3% | Reduced |
| Two Sigma Investments, LP | 7,517 | $3.07M | 0.01% | −295,155−97.5% | Reduced |
| Swiss Life Asset Management Ltd | 7,466 | $3.06M | 0.04% | −4,488−37.5% | Reduced |
| Sandler Capital Management | 7,392 | $3.02M | 0.39% | −18,140−71.0% | Reduced |
| Vista Wealth Management Group, LLC | 7,311 | $2.99M | 0.25% | +19+0.3% | Added |
| William Blair Investment Management, LLC | 7,311 | $2.99M | 0.01% | −2,136−22.6% | Reduced |
| Tower Research Capital LLC (TRC) | 7,296 | $2.98M | 0.04% | +3,989+120.6% | Added |
| Bridgeway Capital Management, LLC | 7,100 | $2.90M | 0.06% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 7,088 | $2.90M | 0.06% | +1,500+26.8% | Added |
| Advisory Services Network, LLC | 7,050 | $2.88M | 0.07% | +800+12.8% | Added |
| EFG Asset Management (Americas) Corp. | 6,781 | $2.77M | 0.60% | −1,288−16.0% | Reduced |
| BOCHK Asset Management Ltd | 6,650 | $2.72M | 1.67% | +6,650 | New |
| CIBC Private Wealth Group, LLC | 6,510 | $2.66M | 0.01% | −341−5.0% | Reduced |
| Stonegate Investment Group, LLC | 6,366 | $2.60M | 0.09% | +338+5.6% | Added |
| Cookson Peirce & Co Inc | 6,315 | $2.58M | 0.16% | +5,208+470.5% | Added |
| M&T Bank Corp | 6,309 | $2.58M | 0.01% | +424+7.2% | Added |
| Independent Financial Group, LLC | 6,280 | $2.57M | 0.14% | +4,722+303.1% | Added |
| Quantinno Capital Management LP | 6,155 | $2.52M | 0.09% | +711+13.1% | Added |
| Oppenheimer & Co Inc | 6,143 | $2.51M | 0.05% | +1,733+39.3% | Added |
| American International Group, Inc. | 6,090 | $2.49M | 0.01% | +4,948+433.3% | Added |
| Wealthfront Advisers LLC | 6,039 | $2.47M | 0.01% | +2,035+50.8% | Added |
| SYSTM Wealth Solutions LLC | 6,036 | $2.47M | 0.34% | +675+12.6% | Added |
| Pathstone Holdings, LLC | 5,969 | $2.46M | 0.01% | +5,969 | New |
| 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 |
| Ethic Inc. | 5,890 | $2.41M | 0.07% | +542+10.1% | Added |
| Vinva Investment Management Ltd | 5,758 | $2.40M | 0.17% | +1,308+29.4% | Added |
| Gulf International Bank (UK) Ltd | 5,820 | $2.38M | 0.07% | −510−8.1% | Reduced |
| Darwin Advisors, LLC | 5,801 | $2.37M | 0.64% | +5,801 | New |
| 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 |
| Brighton Jones LLC | 5,647 | $2.31M | 0.10% | +148+2.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,637 | $2.30M | 0.00% | +2,213+64.6% | Added |
| Oppenheimer Asset Management Inc. | 5,614 | $2.30M | 0.03% | +278+5.2% | Added |
| Creative Planning | 5,611 | $2.29M | 0.00% | +472+9.2% | Added |
| Bokf, NA | 5,599 | $2.29M | 0.04% | −846−13.1% | Reduced |