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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 5,598 | $2.29M | 0.01% | +716+14.7% | Added |
| Profund Advisors LLC | 5,522 | $2.26M | 0.10% | +5,522 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,430 | $2.22M | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,414 | $2.21M | 0.00% | +448+9.0% | Added |
| Lazard Asset Management LLC | 5,397 | $2.21M | 0.00% | +1,258+30.4% | Added |
| 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 |
| United Capital Financial Advisers, LLC | 5,355 | $2.19M | 0.02% | −1,931−26.5% | Reduced |
| Maryland State Retirement & Pension System | 5,206 | $2.13M | 0.04% | +191+3.8% | Added |
| Xcel Wealth Management, LLC | 5,035 | $2.06M | 0.72% | −155−3.0% | Reduced |
| Firsthand Capital Management, Inc. | 5,000 | $2.04M | 2.98% | 00.0% | Unchanged |
| Summit Global Investments | 4,968 | $2.03M | 0.13% | 00.0% | Unchanged |
| Evolutionary Tree Capital Management, LLC | 4,938 | $2.02M | 2.23% | +581+13.3% | Added |
| Eagle Asset Management Inc | 4,794 | $1.96M | 0.01% | −743−13.4% | Reduced |
| Emerald Advisers, LLC | 4,769 | $1.95M | 0.08% | +593+14.2% | Added |
| Ieq Capital, LLC | 4,726 | $1.93M | 0.03% | +684+16.9% | Added |
| Alps Advisors Inc | 4,622 | $1.89M | 0.01% | −489−9.6% | Reduced |
| Flight Deck Capital, LP | 4,600 | $1.88M | 2.30% | +4,600 | New |
| Exchange Traded Concepts, LLC | 4,593 | $1.88M | 0.05% | +1,223+36.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,585 | $1.88M | 0.01% | −202−4.2% | Reduced |
| Duality Advisers, LP | 4,568 | $1.87M | 0.20% | −805−15.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,537 | $1.85M | 1.17% | +941+26.2% | 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,413 | $1.83M | 0.02% | +1,015+29.9% | Added |
| F/M Investments LLC | 4,463 | $1.82M | 1.04% | +8+0.2% | Added |
| IFP Advisors, Inc | 4,444 | $1.82M | 0.09% | +2,950+197.5% | Added |
| AE Wealth Management LLC | 4,561 | $1.80M | 0.01% | +1,391+43.9% | Added |
| Princeton Capital Management LLC | 4,356 | $1.78M | 0.72% | +134+3.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,350 | $1.78M | 1.48% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,294 | $1.76M | 0.02% | −3,108−42.0% | Reduced |
| Highland Capital Management, LLC | 4,178 | $1.71M | 0.11% | −12−0.3% | Reduced |
| Zweig-DiMenna Associates LLC | 4,175 | $1.71M | 0.20% | −10,075−70.7% | Reduced |
| Winton Group Ltd | 4,166 | $1.70M | 0.12% | +4,166 | New |
| Intech Investment Management LLC | 4,153 | $1.70M | 0.02% | −3,026−42.2% | Reduced |
| US Bancorp | 4,147 | $1.70M | 0.00% | +326+8.5% | Added |
| LifePro Asset Management | 4,127 | $1.69M | 1.31% | +4,127 | New |
| Private Advisor Group, LLC | 4,101 | $1.68M | 0.01% | +385+10.4% | Added |
| MetLife Investment Management | 4,058 | $1.66M | 0.01% | +19+0.5% | Added |
| Silicon Valley Community Foundation | 3,993 | $1.63M | 0.17% | −69−1.7% | Reduced |
| Prudential Financial Inc | 3,983 | $1.63M | 0.00% | −2,703−40.4% | Reduced |
| MAI Capital Management | 3,932 | $1.61M | 0.02% | −149−3.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,916 | $1.60M | 0.03% | +549+16.3% | Added |
| Janney Montgomery Scott LLC | 3,905 | $1.60M | 0.01% | +2,240+134.5% | Added |
| Oregon Public Employees Retirement Fund | 3,800 | $1.55M | 0.03% | +3,800 | New |
| Silvant Capital Management LLC | 3,674 | $1.50M | 0.08% | +3,674 | New |
| Hel Ved Capital Management Ltd | 3,661 | $1.50M | 0.44% | −3,621−49.7% | Reduced |
| Pacer Advisors, Inc. | 3,632 | $1.48M | 0.00% | +3,390+1,400.8% | Added |
| Vontobel Holding Ltd. | 3,574 | $1.46M | 0.01% | +334+10.3% | Added |
| Diversified Trust Co | 3,454 | $1.41M | 0.05% | +130+3.9% | Added |
| AIA Group Ltd | 3,400 | $1.39M | 0.06% | +100+3.0% | Added |
| Cresset Asset Management, LLC | 3,362 | $1.37M | 0.01% | +447+15.3% | Added |
| L & S Advisors Inc | 3,356 | $1.37M | 0.17% | +198+6.3% | Added |
| Teacher Retirement System of Texas | 3,279 | $1.34M | 0.01% | −2,190−40.0% | Reduced |
| Bank of Nova Scotia | 3,233 | $1.32M | 0.00% | +3,233 | New |
| Atria Investments LLC | 3,220 | $1.32M | 0.02% | +3,220 | New |
| Cherry Creek Investment Advisors, Inc. | 3,189 | $1.30M | 0.80% | +10.0% | Added |
| Graham Capital Management, L.P. | 3,141 | $1.28M | 0.04% | +1,683+115.4% | Added |
| Banco Santander, S.A. | 3,128 | $1.28M | 0.02% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,082 | $1.26M | 0.32% | +2,353+322.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,988 | $1.22M | 0.02% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 2,977 | $1.22M | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,965 | $1.21M | 0.01% | +250+9.2% | Added |
| Natixis Investment Managers International | 2,875 | $1.18M | 0.08% | +560+24.2% | Added |
| Perigon Wealth Management, LLC | 2,848 | $1.16M | 0.04% | +51+1.8% | Added |
| Eisler Capital (UK) Ltd. | 2,824 | $1.15M | 0.11% | +2,824 | New |
| E. Ohman J:or Asset Management AB | 2,800 | $1.14M | 0.04% | −500−15.2% | Reduced |
| Harbor Capital Advisors, Inc. | 2,779 | $1.14M | 0.22% | −292−9.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,746 | $1.12M | 0.00% | +272+11.0% | Added |
| E Fund Management Co., Ltd. | 2,730 | $1.12M | 0.07% | +726+36.2% | Added |
| Panagora Asset Management Inc | 2,728 | $1.12M | 0.01% | 00.0% | Unchanged |
| Insight Holdings Group, LLC | 2,700 | $1.10M | 0.03% | +2,700 | New |
| CWM, LLC | 2,680 | $1.10M | 0.01% | +89+3.4% | Added |
| David J Yvars Group | 2,674 | $1.09M | 0.88% | +5+0.2% | Added |
| National Asset Management, Inc. | 2,666 | $1.09M | 0.03% | +1,557+140.4% | Added |
| Credit Agricole S A | 2,663 | $1.09M | 0.02% | +2,603+4,338.3% | Added |
| AXS Investments LLC | 2,600 | $1.06M | 0.26% | +2,600 | New |
| Cetera Advisor Networks LLC | 2,596 | $1.06M | 0.01% | +417+19.1% | Added |
| Venturi Wealth Management, LLC | 2,587 | $1.06M | 0.07% | +4+0.2% | Added |
| Meiji Yasuda Life Insurance Co | 2,570 | $1.05M | 0.02% | +1,790+229.5% | Added |
| SG Americas Securities, LLC | 2,553 | $1.04M | 0.01% | −10,912−81.0% | Reduced |
| Cetera Investment Advisers | 2,543 | $1.04M | 0.01% | +422+19.9% | Added |
| LBMC Investment Advisors, LLC | 2,500 | $1.02M | 0.10% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 13,815 | $1.00M | 0.48% | +13,815 | New |
| O'Neil Global Advisors, Inc. | 2,424 | $991.0K | 0.58% | +2,424 | New |
| NEOS Investment Management LLC | 2,359 | $964.5K | 0.09% | +2,359 | New |
| Toroso Investments, LLC | 2,332 | $953.4K | 0.02% | −678−22.5% | Reduced |
| CI Private Wealth, LLC | 2,331 | $953.0K | 0.00% | −92−3.8% | Reduced |
| AnglePoint Asset Management Ltd | 2,320 | $948.5K | 1.20% | +2,320 | New |
| Alberta Investment Management Corp | 2,300 | $940.4K | 0.01% | +500+27.8% | Added |
| Centaurus Financial, Inc. | 2,300 | $940.0K | 0.07% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,289 | $935.0K | 0.04% | +915+66.6% | Added |
| Keystone Investors Pte Ltd | 2,238 | $915.0K | 0.08% | +1,613+258.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,179 | $890.9K | 0.00% | +298+15.8% | Added |
| Valmark Advisers, Inc. | 2,171 | $887.6K | 0.02% | −20−0.9% | Reduced |
| Park Avenue Securities LLC | 2,167 | $886.0K | 0.01% | +369+20.5% | Added |
| Brown Advisory Inc | 2,142 | $875.8K | 0.00% | +16+0.8% | Added |
| Pine Valley Investments Ltd Liability Co | 2,130 | $870.9K | 0.07% | −11−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,126 | $869.2K | 0.03% | −19−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,069 | $845.9K | 0.03% | +2,069 | New |