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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
Clarius Group, LLC956$390.9K0.03%−16−1.6%Reduced
Twin Peaks Wealth Advisors, LLC950$388.4K0.25%+950New
Ellevest, Inc.942$385.1K0.03%−72−7.1%Reduced
MWA Asset Management933$381.5K0.32%+933New
Wintrust Investments LLC928$379.0K0.04%−303−24.6%Reduced
Tanager Wealth Management LLP914$373.7K0.07%00.0%Unchanged
Newbridge Financial Services Group, Inc.895$365.9K0.18%+436+95.0%Added
Advisory Research Inc888$363.1K0.06%+141+18.9%Added
Raymond James Trust N.A.887$362.7K0.01%+75+9.2%Added
Asahi Life Asset Management Co., Ltd.885$361.8K0.20%+885New
BI Asset Management Fondsmaeglerselskab A/S883$361.0K0.01%−418−32.1%Reduced
GWM Advisors LLC864$353.3K0.00%+423+95.9%Added
Archetype Wealth Partners850$348.0K0.06%00.0%Unchanged
Petrus Trust Company, LTA845$345.5K0.03%+845New
Spence Asset Management832$340.0K0.09%00.0%Unchanged
Prospera Financial Services Inc815$333.2K0.01%+227+38.6%Added
Sequoia Financial Advisors, LLC806$329.6K0.00%+207+34.6%Added
HB Wealth Management, LLC805$329.1K0.00%+165+25.8%Added
Awm Capital, LLC804$328.7K0.06%−2−0.2%Reduced
Yousif Capital Management, LLC792$323.8K0.00%+30+3.9%Added
Atria Wealth Solutions, Inc.790$323.0K0.00%−5−0.6%Reduced
Beirne Wealth Consulting Services, LLC782$319.7K0.16%+782New
Boston Private Wealth LLC781$319.3K0.01%−654−45.6%Reduced
Van Eck Associates Corp781$319.0K0.00%+781New
Ostrum Asset Management776$317.3K0.03%−678−46.6%Reduced
Inceptionr LLC759$310.3K0.22%−20−2.6%Reduced
Oversea-Chinese Banking CORP Ltd759$310.3K0.01%+759New
Cetera Advisors LLC753$307.9K0.00%+101+15.5%Added
Prio Wealth Limited Partnership750$306.6K0.01%00.0%Unchanged
D L Carlson Investment Group Inc645$305.9K0.06%+645New
Chicago Trust Co NA745$304.6K0.07%00.0%Unchanged
Achmea Investment Management B.V.741$303.0K0.01%00.0%Unchanged
Apollon Wealth Management, LLC735$300.5K0.01%+735New
Everhart Financial Group, Inc.733$299.7K0.11%+39+5.6%Added
Farther Finance Advisors, LLC729$298.0K0.02%+278+61.6%Added
Foundations Investment Advisors, LLC728$297.8K0.01%+141+24.0%Added
Cigna Investments Inc727$297.0K0.06%+12+1.7%Added
Nwam LLC726$296.8K0.02%+726New
Brevan Howard Capital Management LP721$294.8K0.03%+42+6.2%Added
Concurrent Investment Advisors, LLC720$294.4K0.01%+720New
Mayflower Financial Advisors, LLC716$292.7K0.04%+50+7.5%Added
Stratos Wealth Partners, LTD.713$291.9K0.01%+713New
Appleton Partners Inc712$291.0K0.02%00.0%Unchanged
Ashton Thomas Private Wealth, LLC701$286.6K0.02%00.0%Unchanged
AM Squared Ltd700$286.2K0.59%+600+600.0%Added
Central Asset Investments & Management Holdings (HK) Ltd700$286.2K0.31%+700New
Accurate Wealth Management, LLC727$285.4K0.09%+40+5.8%Added
Financial Perspectives, Inc697$285.0K0.12%00.0%Unchanged
Azzad Asset Management Inc695$284.3K0.04%+695New
ICICI Prudential Asset Management Co Ltd692$282.9K0.03%+692New
Wealthcare Advisory Partners LLC689$281.7K0.01%+689New
Mount Lucas Management LP685$280.1K0.10%00.0%Unchanged
Centiva Capital, LP682$278.8K0.02%+682New
Avantax Advisory Services, Inc.681$278.4K0.00%−9−1.3%Reduced
Everpar Advisors LLC671$274.3K0.13%+671New
EP Wealth Advisors, LLC665$271.9K0.00%+55+9.0%Added
American Planning Services, Inc.649$265.3K0.20%+649New
Zega Financial, LLC646$264.1K0.11%+646New
Hamilton Point Investment Advisors, LLC643$262.9K0.05%−200−23.7%Reduced
Cornerstone Wealth Management, LLC639$261.3K0.02%−3−0.5%Reduced
Empowered Funds, LLC639$261.3K0.01%+639New
Norinchukin Bank, The638$260.8K0.01%+638New
Balentine LLC636$260.0K0.01%+636New
Federation des caisses Desjardins du Quebec627$256.3K0.00%+25+4.2%Added
Wealth Alliance617$252.3K0.04%−28−4.3%Reduced
SageView Advisory Group, LLC606$251.8K0.01%+606New
Mount Yale Investment Advisors, LLC606$247.8K0.02%+606New
AtonRa Partners601$245.7K0.49%−85−12.4%Reduced
Valley National Advisers Inc597$244.0K0.04%+33+5.9%Added
Wedmont Private Capital618$233.9K0.02%+618New
American Trust568$232.2K0.02%−96−14.5%Reduced
Fiduciary Trust Co565$231.0K0.00%+565New
New Century Financial Group, LLC557$227.7K0.20%+557New
Clare Market Investments LLC555$226.9K0.08%−69−11.1%Reduced
Schechter Investment Advisors, LLC553$226.1K0.02%+553New
Oxford Asset Management LLP549$224.5K0.34%+549New
CAPROCK Group, Inc.537$219.6K0.01%+537New
Emerald Mutual Fund Advisers Trust536$219.1K0.01%+184+52.3%Added
Buckingham Strategic Wealth, LLC534$218.3K0.00%+534New
Fifth Third Bancorp529$216.3K0.00%+6+1.1%Added
Oracle Alpha Inc.526$215.1K0.28%+526New
Quent Capital, LLC522$213.4K0.03%+78+17.6%Added
Dakota Wealth Management521$213.0K0.01%+521New
Allworth Financial LP520$212.8K0.00%+18+3.6%Added
Coastal Investment Advisors, Inc.519$212.2K0.05%+519New
Baldwin Brothers Inc515$210.6K0.02%00.0%Unchanged
Tealwood Asset Management Inc511$209.0K0.10%+511New
Northside Capital Management, LLC510$208.5K0.07%+510New
Clear Street Markets LLC506$207.0K0.08%+6+1.2%Added
Prosperity Wealth Management, Inc.505$206.5K0.14%+505New
UniSuper Management Pty Ltd500$204.4K0.00%00.0%Unchanged
Roth Financial Partners LLC500$204.4K0.10%+500New
Lido Advisors, LLC498$203.7K0.00%+498New
Nebula Research & Development LLC498$203.6K0.06%−441−47.0%Reduced
Kovack Advisors, Inc.497$203.2K0.02%−1,020−67.2%Reduced
Hutchens & Kramer Investment Management Group, LLC493$201.6K0.14%+493New
Savant Capital, LLC490$200.3K0.00%+490New
Meeder Advisory Services, Inc.490$200.3K0.02%+490New
Perennial Investment Advisors, LLC490$200.3K0.03%00.0%Unchanged
Quest Partners LLC486$198.7K0.04%+486New