MongoDB, Inc.

MDB

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001441816

SEC filings (opens in a new tab)

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

Value heldQ4 2023: $26.4B

Institutions holding MDB and their total value by quarter
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.

Institutions holding MDB in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
McGlone Suttner Wealth Management, Inc.	472	$193.0K	0.04%	+472	New
Covestor Ltd	469	$192.0K	0.13%	+410+694.9%	Added
Truvestments Capital LLC	465	$190.1K	0.09%	−27−5.5%	Reduced
Desjardins Global Asset Management Inc.	454	$185.6K	0.02%	+6+1.3%	Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	434	$177.4K	0.07%	00.0%	Unchanged
Northwestern Mutual Wealth Management Co	429	$175.4K	0.00%	−8−1.8%	Reduced
Quadrant Capital Group LLC	412	$168.4K	0.01%	+22+5.6%	Added
Icon Wealth Advisors, LLC	397	$162.3K	0.02%	+397	New
Spire Wealth Management	398	$159.6K	0.01%	+6+1.5%	Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP	380	$152.2K	0.00%	00.0%	Unchanged
Kapitalo Investimentos Ltda	360	$147.2K	0.03%	+360	New
Bessemer Group Inc	359	$147.0K	0.00%	00.0%	Unchanged
Principal Securities, Inc.	334	$136.6K	0.01%	+334	New
Neo Ivy Capital Management	309	$126.0K	0.28%	+309	New
Laurel Wealth Advisors LLC	303	$123.9K	0.02%	00.0%	Unchanged
Advisors Asset Management, Inc.	287	$117.3K	0.00%	+27+10.4%	Added
First Horizon Advisors, Inc.	284	$116.1K	0.00%	+56+24.6%	Added
Geneos Wealth Management Inc.	277	$113.3K	0.01%	−1−0.4%	Reduced
Pittenger & Anderson Inc	253	$103.4K	0.00%	00.0%	Unchanged
Lindbrook Capital, LLC	247	$101.0K	0.01%	+46+22.9%	Added
EverSource Wealth Advisors, LLC	226	$92.4K	0.01%	+25+12.4%	Added
Plato Investment Management Ltd	212	$86.7K	0.11%	+212	New
Edmond de Rothschild Holding S.A.	201	$82.2K	0.00%	+201	New
Alta Advisers Ltd	200	$81.8K	0.04%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	200	$81.8K	0.01%	00.0%	Unchanged
Ci Investments Inc.	190	$78.0K	0.00%	−8−4.0%	Reduced
E Fund Management (Hong Kong) Co., Ltd.	189	$77.0K	0.04%	+189	New
Raleigh Capital Management Inc.	182	$74.4K	0.03%	+36+24.7%	Added
Jamison Private Wealth Management, Inc.	179	$73.2K	0.01%	00.0%	Unchanged
CVA Family Office, LLC	178	$72.8K	0.01%	+178	New
Proequities, Inc.	170	$69.5K	0.00%	+26+18.1%	Added
Livforsakringsbolaget Skandia, Omsesidigt	158	$64.6K	0.01%	+58+58.0%	Added
Manchester Capital Management LLC	154	$63.0K	0.01%	00.0%	Unchanged
DSM Capital Partners LLC	148	$60.5K	0.00%	+148	New
China Universal Asset Management Co., Ltd.	141	$57.6K	0.01%	+141	New
Steward Partners Investment Advisory, LLC	136	$55.6K	0.00%	+100+277.8%	Added
Strategic Investment Solutions, Inc.	135	$55.2K	0.01%	+135	New
Umb Bank N A	131	$53.6K	0.00%	−6−4.4%	Reduced
Cambridge Trust Co	130	$53.2K	0.00%	00.0%	Unchanged
First Financial Corp	130	$53.1K	0.03%	+50+62.5%	Added
Westpac Banking Corp	128	$52.3K	0.00%	−980−88.4%	Reduced
Parkside Financial Bank & Trust	128	$52.3K	0.01%	−2−1.5%	Reduced
Abound Wealth Management	124	$50.7K	0.02%	00.0%	Unchanged
Central Trust Co	123	$50.3K	0.00%	+15+13.9%	Added
GAMMA Investing LLC	124	$49.7K	0.01%	+124	New
Financial Avengers, Inc.	120	$49.1K	0.03%	00.0%	Unchanged
Coppell Advisory Solutions LLC	120	$49.1K	0.01%	+120	New
Cullen/Frost Bankers, Inc.	115	$47.0K	0.00%	+13+12.7%	Added
Readystate Asset Management LP	115	$47.0K	0.00%	+115	New
Global Retirement Partners, LLC	113	$45.8K	0.00%	−27−19.3%	Reduced
Huntington National Bank	110	$45.0K	0.00%	00.0%	Unchanged
AlphaCentric Advisors LLC	106	$43.3K	0.03%	−11−9.4%	Reduced
Bartlett & Co. LLC	100	$42.0K	0.00%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	100	$41.7K	0.00%	00.0%	Unchanged
Adirondack Trust Co	88	$39.4K	0.02%	00.0%	Unchanged
Beacon Capital Management, LLC	109	$37.7K	0.01%	+100+1,111.1%	Added
Carmichael Hill & Associates, Inc.	90	$36.8K	0.02%	00.0%	Unchanged
JJJ Advisors Inc.	86	$35.2K	0.01%	00.0%	Unchanged
Sandy Spring Bank	85	$34.8K	0.00%	00.0%	Unchanged
Harel Insurance Investments & Financial Services Ltd.	83	$34.0K	0.00%	−64−43.5%	Reduced
Montag A & Associates Inc	78	$31.9K	0.00%	−1−1.3%	Reduced
Private Trust Co NA	69	$28.2K	0.00%	+5+7.8%	Added
Ronald Blue Trust, Inc.	83	$28.0K	0.00%	+75+937.5%	Added
Ofi Invest Asset Management	75	$27.8K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	67	$27.0K	0.00%	00.0%	Unchanged
Transcendent Capital Group LLC	60	$24.5K	0.02%	+60	New
Towarzystwo Funduszy Inwestycyjnych Pzu SA	60	$24.5K	0.01%	+60	New
Western Pacific Wealth Management, LP	55	$22.5K	0.02%	00.0%	Unchanged
Rakuten Investment Management, Inc.	51	$21.3K	0.00%	+51	New
Front Row Advisors LLC	50	$20.4K	0.01%	+10+25.0%	Added
Hollencrest Capital Management	50	$20.4K	0.00%	+50	New
Sunbelt Securities, Inc.	49	$20.0K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	48	$19.6K	0.00%	00.0%	Unchanged
Horizon Investments, LLC	46	$18.8K	0.00%	+46	New
St Germain D J Co Inc	43	$17.6K	0.00%	−67−60.9%	Reduced
Liberty One Investment Management, LLC	43	$17.6K	0.00%	+7+19.4%	Added
Rothschild Investment LLC	40	$16.4K	0.00%	+40	New
Rockbridge Investment Management, LCC	40	$16.4K	0.00%	+40	New
ICA Group Wealth Management, LLC	40	$16.4K	0.00%	+40	New
Northwest Capital Management Inc	38	$15.5K	0.01%	00.0%	Unchanged
Cornerstone Planning Group LLC	34	$13.9K	0.00%	−3−8.1%	Reduced
Bell Investment Advisors, Inc	34	$13.9K	0.00%	+2+6.3%	Added
Institutional & Family Asset Management, LLC	34	$13.9K	0.00%	+32+1,600.0%	Added
Harbour Investments, Inc.	33	$13.5K	0.00%	+17+106.3%	Added
Plante Moran Financial Advisors, LLC	31	$12.7K	0.00%	+31	New
Smartleaf Asset Management LLC	30	$12.5K	0.00%	+30	New
GPS Wealth Strategies Group, LLC	30	$12.3K	0.00%	−32−51.6%	Reduced
Main Street Group, LTD	30	$12.3K	0.00%	+30	New
Glassman Wealth Services	27	$11.0K	0.00%	−1−3.6%	Reduced
REAP Financial Group, LLC	26	$10.7K	0.00%	+26	New
Salem Investment Counselors Inc	26	$10.6K	0.00%	00.0%	Unchanged
Quarry LP	26	$10.6K	0.01%	+26	New
Macroview Investment Management LLC	25	$10.2K	0.01%	+5+25.0%	Added
Rise Advisors, LLC	25	$10.2K	0.01%	−16−39.0%	Reduced
Loomis Sayles & Co L P	24	$10.0K	0.00%	+4+20.0%	Added
Zions Bancorporation, N.A.	24	$9.81K	0.00%	00.0%	Unchanged
Massmutual Trust Co FSB	24	$9.81K	0.00%	+9+60.0%	Added
Hantz Financial Services, Inc.	21	$9.00K	0.00%	00.0%	Unchanged
Vima LLC	22	$8.99K	0.02%	+22	New
HighMark Wealth Management LLC	20	$8.18K	0.01%	00.0%	Unchanged