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.
| 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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 18 | $7.36K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $6.00K | 0.00% | +2+15.4% | Added |
| Washington Trust Advisors, Inc. | 12 | $5.11K | 0.00% | +12 | New |
| RFP Financial Group LLC | 12 | $4.91K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 12 | $4.91K | 0.00% | +12 | New |
| Oliver Lagore Vanvalin Investment Group | 12 | $4.91K | 0.00% | +12 | New |
| Turtle Creek Wealth Advisors, LLC | 12 | $4.91K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 11 | $4.50K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 11 | $4.50K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 11 | $4.50K | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $4.09K | 0.00% | −40,620−100.0% | Reduced |
| Fortitude Family Office, LLC | 10 | $4.09K | 0.00% | +10 | New |
| Sachetta, LLC | 10 | $4.09K | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $4.09K | 0.00% | −4−28.6% | Reduced |
| Versant Capital Management, Inc | 9 | $3.68K | 0.00% | −4−30.8% | Reduced |
| Kelly Financial Services LLC | 8 | $3.27K | 0.00% | −1−11.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 8 | $3.27K | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 8 | $3.00K | 0.00% | +7+700.0% | Added |
| AdvisorNet Financial, Inc | 7 | $2.86K | 0.00% | −3−30.0% | Reduced |
| VisionPoint Advisory Group, LLC | 7 | $2.86K | 0.00% | −1−12.5% | Reduced |
| Cape Investment Advisory, Inc. | 7 | $2.86K | 0.00% | +7 | New |
| Park Place Capital Corp | 6 | $2.45K | 0.00% | −40−87.0% | Reduced |
| Valued Wealth Advisors LLC | 7 | $2.42K | 0.00% | +7 | New |
| Wolff Wiese Magana LLC | 5 | $2.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $2.04K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $1.64K | 0.00% | +4 | New |
| WealthCollab, LLC | 4 | $1.64K | 0.00% | +4 | New |
| Blue Bell Private Wealth Management, LLC | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 3 | $1.64K | 0.00% | +2+200.0% | Added |
| Sofos Investments, Inc. | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3 | $1.23K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $818 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $818 | 0.00% | +2 | New |
| Winthrop Capital Management, LLC | 2 | $818 | 0.00% | +2 | New |
| Colonial Trust Co | 2 | $661 | 0.00% | +2 | New |
| Anchor Investment Management, LLC | 1 | $409 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $409 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $409 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1 | $409 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $409 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 1 | $409 | 0.00% | +1 | New |
| FinTrust Capital Advisors, LLC | 3 | $14 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −380,391−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −288,310−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −183,789−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −108,371−100.0% | Sold out |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −59,112−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −42,279−100.0% | Sold out |
| Growth Interface Management LLC | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −35,727−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −28,278−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −20,269−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −16,339−100.0% | Sold out |
| Force Hill Capital Management LP | 0 | $0 | 0.00% | −13,009−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,404−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,222−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,297−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −7,093−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,273−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −5,782−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,651−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,074−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −4,849−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,830−100.0% | Sold out |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −2,880−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,609−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,510−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,103−100.0% | Sold out |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0 | $0 | 0.00% | −2,030−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,010−100.0% | Sold out |
| Shariaportfolio, Inc. | 0 | $0 | 0.00% | −1,922−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,422−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −1,117−100.0% | Sold out |
| Draper Asset Management, LLC | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |