Skip to main content
Livermore
Livermore
ZHEN

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.

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
Jackson Square Capital, LLC2,067$845.1K0.27%+319+18.2%Added
Tokio Marine Asset Management Co Ltd2,057$841.0K0.05%+154+8.1%Added
Qtron Investments LLC2,030$830.0K0.14%00.0%Unchanged
Commerce Bank2,006$820.2K0.01%−136−6.3%Reduced
Eqis Capital Management, Inc.1,978$808.8K0.07%+9+0.5%Added
Seaport Global Advisors, LLC1,971$805.8K1.93%+1,056+115.4%Added
Tybourne Capital Management (HK) Ltd1,959$800.9K0.12%−533−21.4%Reduced
WoodTrust Financial Corp1,925$787.0K0.13%00.0%Unchanged
XTX Topco Ltd1,915$782.9K0.17%+1,915New
Cipher Capital LP1,900$776.8K0.25%+457+31.7%Added
NVWM, LLC1,895$774.8K0.23%−53−2.7%Reduced
Alpha DNA Investment Management LLC1,887$771.5K0.46%−395−17.3%Reduced
Gotham Asset Management, LLC1,877$767.4K0.01%−7,765−80.5%Reduced
Avestar Capital, LLC1,876$767.0K0.09%+63+3.5%Added
Keybank National Association1,864$762.1K0.00%+42+2.3%Added
Harbert Fund Advisors, Inc.1,850$756.4K0.52%+1,850New
Joel Isaacson & Co., LLC1,834$749.8K0.05%00.0%Unchanged
Tyler-Stone Wealth Management1,828$747.4K0.38%+39+2.2%Added
Values First Advisors, Inc.1,824$745.7K0.45%−115−5.9%Reduced
Prime Capital Investment Advisors, LLC1,811$740.4K0.01%+1,155+176.1%Added
Metis Global Partners, LLC1,784$729.4K0.03%−166−8.5%Reduced
O'Shaughnessy Asset Management, LLC1,765$721.6K0.01%+868+96.8%Added
Steel Peak Wealth Management LLC1,757$718.4K0.04%−1,159−39.7%Reduced
Mach-1 Financial Group, Inc.1,753$716.7K0.27%−356−16.9%Reduced
Degroof Petercam Asset Management1,751$715.9K0.01%+1,751New
Meridian Investment Counsel Inc.1,742$712.2K0.24%00.0%Unchanged
Bamco Inc1,720$703.2K0.00%−108−5.9%Reduced
Kestra Advisory Services, LLC1,703$696.3K0.01%+269+18.8%Added
Strategic Advocates LLC1,692$691.8K0.29%−302−15.1%Reduced
Investment Management Corp of Ontario1,691$691.4K0.02%+1,691New
Evanson Asset Management, LLC1,687$689.7K0.06%+1,687New
Signaturefd, LLC1,682$687.7K0.02%+75+4.7%Added
HM Payson & Co1,674$684.4K0.01%00.0%Unchanged
Western Financial Corp1,638$669.7K0.45%−1−0.1%Reduced
STRS Ohio1,610$658.0K0.00%−202−11.1%Reduced
EMC Capital Management1,600$654.0K0.44%−800−33.3%Reduced
Veriti Management LLC1,561$638.2K0.06%+33+2.2%Added
Battery Global Advisors, LLC1,557$636.6K0.49%+1,557New
Illinois Municipal Retirement Fund1,556$636.0K0.01%+1,556New
HighPoint Advisor Group LLC1,727$611.0K0.04%+1,727New
Guardian Capital LP1,481$605.5K0.02%−285−16.1%Reduced
Sherbrooke Park Advisers LLC1,470$601.0K0.28%−3,092−67.8%Reduced
Moody National Bank Trust Division1,446$591.2K0.05%−195−11.9%Reduced
Vestcor Inc1,434$586.0K0.02%−16−1.1%Reduced
GraniteShares Advisors LLC1,433$585.9K0.53%−286−16.6%Reduced
Pier Capital, LLC1,422$581.4K0.08%+66+4.9%Added
Synergy Financial Group, LTD1,412$577.3K0.71%−148−9.5%Reduced
Lake Street Advisors Group, LLC1,408$575.7K0.03%+1,408New
Kornitzer Capital Management Inc1,400$572.4K0.01%00.0%Unchanged
Toth Financial Advisory Corp1,400$572.4K0.08%+1,400New
Prelude Capital Management, LLC1,399$572.0K0.05%−541−27.9%Reduced
Independent Advisor Alliance1,394$569.9K0.02%−56−3.9%Reduced
Harvest Fund Management Co., Ltd1,388$565.0K0.09%+775+126.4%Added
Cutler Group LP1,374$561.0K0.08%−639−31.7%Reduced
Jefferies Financial Group Inc.1,367$558.9K0.01%+706+106.8%Added
Vident Advisory, LLC1,364$557.7K0.01%+53+4.0%Added
Penserra Capital Management LLC1,358$554.0K0.01%+1,001+280.4%Added
Integrated Wealth Concepts LLC1,343$549.0K0.01%+179+15.4%Added
Motley Fool Asset Management LLC1,327$542.5K0.04%+61+4.8%Added
Chicago Capital, LLC1,316$538.0K0.02%+1,316New
Capital CS Group, LLC1,280$523.3K0.58%+1,280New
Meiji Yasuda Asset Management Co Ltd.1,265$517.2K0.02%+475+60.1%Added
Keebeck Alpha, LP1,259$514.7K0.40%−681−35.1%Reduced
Parallel Advisors, LLC1,258$514.3K0.02%−27−2.1%Reduced
TD Waterhouse Canada Inc.1,412$512.0K0.00%−18−1.3%Reduced
Shay Capital LLC1,250$511.1K0.20%+1,250New
New York Life Investment Management LLC1,236$505.3K0.01%+61+5.2%Added
Bank Julius Baer & Co. Ltd, Zurich1,288$504.3K0.00%−1,357−51.3%Reduced
DC Investments Management, LLC1,229$502.5K0.51%00.0%Unchanged
Wetherby Asset Management Inc1,219$498.4K0.03%−52−4.1%Reduced
Wedbush Securities Inc1,215$497.0K0.02%+126+11.6%Added
Bank of Hawaii1,214$496.3K0.03%+1,214New
STF Management LP1,210$494.7K0.23%+1,210New
Corton Capital Inc.1,204$492.3K0.16%−807−40.1%Reduced
Lombard Odier Asset Management (USA) Corp1,200$490.6K0.07%+1,200New
Valliance Asset Management Ltd1,200$490.6K17.34%+1,200New
Leonteq Securities AG1,194$488.2K0.06%−57−4.6%Reduced
Riverstone Advisors, LLC1,191$486.9K0.32%00.0%Unchanged
Strategic Planning Group, LLC1,187$485.6K0.16%+1,187New
Teamwork Financial Advisors, LLC1,186$484.9K0.08%+1,186New
Dynamic Technology Lab Private Ltd1,183$484.0K0.05%+318+36.8%Added
Fulton Bank, N.A.1,180$482.4K0.02%−28−2.3%Reduced
Stephens Inc1,170$478.4K0.01%+216+22.6%Added
Teza Capital Management LLC1,146$468.5K0.08%+205+21.8%Added
Sentry Investment Management LLC1,104$451.0K0.19%+1,104New
Sawtooth Solutions, LLC1,070$437.5K0.01%+97+10.0%Added
Bleakley Financial Group, LLC1,070$437.5K0.01%+97+10.0%Added
Nisa Investment Advisors, LLC1,050$429.3K0.00%−2,200−67.7%Reduced
CSS LLC1,050$429.3K0.03%00.0%Unchanged
RSM US Wealth Management LLC1,049$428.9K0.01%−27−2.5%Reduced
Shell Asset Management Co1,043$426.0K0.02%−307−22.7%Reduced
We Are One Seven, LLC1,031$421.5K0.02%+116+12.7%Added
New England Research & Management, Inc.1,030$421.0K0.22%−45−4.2%Reduced
FDx Advisors, Inc.1,016$415.0K0.03%+224+28.3%Added
Artal Group S.A.1,000$409.0K0.01%+1,000New
Mutual of America Capital Management LLC997$407.6K0.00%−110−9.9%Reduced
Insigneo Advisory Services, LLC994$406.4K0.06%−76−7.1%Reduced
Ossiam974$398.2K0.01%00.0%Unchanged
Sapient Capital LLC973$397.8K0.01%+973New
Beacon Pointe Advisors, LLC969$396.1K0.00%−13−1.3%Reduced