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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, Q1 2024

Institutional positions in MongoDB, Inc. as of Mar 31, 2024. 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
737
−1 vs. Q4 2023
Shares held
65.6M
+1.06M (+1.6%) vs. Q4 2023
Total value
$23.5B
−$2.84B (−10.8%) vs. Q4 2023
New holders
107
300 more added
Sold out
108
233 more reduced

10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 737 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 heldQ1 2024: $23.5B
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, Q1 2024

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q4 2023.

Institutions holding MDB in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0Unchanged
FinTrust Capital Advisors, LLC3$120.00%00.0%Unchanged
MV Capital Management, Inc.1$3590.00%00.0%Unchanged
Anchor Investment Management, LLC1$3590.00%00.0%Unchanged
Retirement Group, LLC1$3590.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.1$3590.00%+1New
Anfield Capital Management, LLC1$3590.00%+1New
Gradient Investments LLC2$7170.00%−2−50.0%Reduced
SJS Investment Consulting Inc.2$7180.00%00.0%Unchanged
TFC Financial Management2$7180.00%+1+100.0%Added
Colonial Trust Co3$9630.00%+1+50.0%Added
Transamerica Financial Advisors, Inc.1$1.00K0.00%−7−87.5%Reduced
Winthrop Capital Management, LLC2$1.00K0.00%00.0%Unchanged
First PREMIER Bank4$1.00K0.00%+4New
DiNuzzo Private Wealth, Inc.3$1.08K0.00%−1−25.0%Reduced
Johnson Financial Group, Inc.3$1.08K0.00%00.0%Unchanged
First Manhattan Co3$1.43K0.00%00.0%Unchanged
WealthCollab, LLC4$1.44K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC4$1.44K0.00%00.0%Unchanged
Quarry LP5$1.79K0.00%−21−80.8%Reduced
AdvisorNet Financial, Inc5$1.79K0.00%−2−28.6%Reduced
Raffa Wealth Management, LLC5$1.79K0.00%00.0%Unchanged
TD Private Client Wealth LLC5$1.79K0.00%+5New
CoreCap Advisors, LLC5$1.79K0.00%+5New
Wolff Wiese Magana LLC5$1.79K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.6$2.15K0.00%−2−25.0%Reduced
Park Place Capital Corp6$2.15K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC7$2.51K0.00%00.0%Unchanged
Valued Wealth Advisors LLC7$2.51K0.00%00.0%Unchanged
Smithfield Trust Co11$3.00K0.00%+11New
Macroview Investment Management LLC9$3.23K0.00%−16−64.0%Reduced
Versant Capital Management, Inc9$3.23K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC10$3.59K0.00%−20−66.7%Reduced
Berkshire Capital Holdings Inc10$3.59K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC10$3.59K0.00%+10New
Salem Investment Counselors Inc11$3.95K0.00%−15−57.7%Reduced
JFS Wealth Advisors, LLC11$3.95K0.00%00.0%Unchanged
Atticus Wealth Management, LLC11$3.95K0.00%00.0%Unchanged
Sachetta, LLC10$4.09K0.00%00.0%Unchanged
Westside Investment Management, Inc.12$4.27K0.00%00.0%Unchanged
RFP Financial Group LLC12$4.30K0.00%00.0%Unchanged
Addison Advisors LLC12$4.30K0.00%+12New
Harbor Investment Advisory, LLC14$5.02K0.00%+14New
Baldwin Brothers Inc15$5.38K0.00%−500−97.1%Reduced
Tower View Investment Management & Research LLC15$5.38K0.00%00.0%Unchanged
South State Corp.15$5.38K0.00%+15New
Highline Wealth Partners LLC15$5.38K0.00%+15New
NBC Securities, Inc.17$6.00K0.00%00.0%Unchanged
Avion Wealth16$6.00K0.00%+1+6.7%Added
J.Safra Asset Management Corp17$6.10K0.00%+17New
Grove Bank & Trust18$6.46K0.00%00.0%Unchanged
Sound Income Strategies, LLC18$6.46K0.00%+14+350.0%Added
Mather Group, LLC.16$6.72K0.00%+16New
Zions Bancorporation, N.A.19$6.81K0.00%−5−20.8%Reduced
HighMark Wealth Management LLC20$7.17K0.00%00.0%Unchanged
Private Wealth Management Group, LLC20$7.17K0.00%+20New
Sofos Investments, Inc.22$7.68K0.00%+18+450.0%Added
Vima LLC34$7.93K0.01%+12+54.5%Added
Hantz Financial Services, Inc.21$8.00K0.00%00.0%Unchanged
Continuum Advisory, LLC25$8.87K0.00%+25New
Creekmur Asset Management LLC28$10.0K0.00%+28New
BIT Capital GmbH28$10.0K0.00%+28New
REAP Financial Group, LLC28$10.1K0.00%+2+7.7%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna30$10.3K0.00%−404−93.1%Reduced
Main Street Group, LTD30$10.7K0.00%00.0%Unchanged
First Financial Corp30$10.8K0.01%−100−76.9%Reduced
Plante Moran Financial Advisors, LLC30$10.8K0.00%−1−3.2%Reduced
Bogart Wealth, LLC30$10.8K0.00%+30New
Washington Trust Advisors, Inc.31$11.1K0.00%+19+158.3%Added
Massmutual Trust Co FSB35$12.6K0.00%+11+45.8%Added
Bell Investment Advisors, Inc35$12.6K0.00%+1+2.9%Added
Northwest Capital Management Inc38$13.6K0.00%00.0%Unchanged
Meeder Asset Management Inc39$14.0K0.00%+39New
Annis Gardner Whiting Capital Advisors, LLC39$14.0K0.01%+39New
Rothschild Investment LLC40$14.3K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC40$14.3K0.00%00.0%Unchanged
Cornerstone Planning Group LLC41$14.9K0.00%+7+20.6%Added
Rise Advisors, LLC42$15.1K0.01%+17+68.0%Added
St Germain D J Co Inc43$15.4K0.00%00.0%Unchanged
Jones Financial Companies LLLP43$15.4K0.00%+42+4,200.0%Added
Liberty One Investment Management, LLC44$15.8K0.00%+1+2.3%Added
Smartleaf Asset Management LLC45$16.1K0.00%+15+50.0%Added
Hexagon Capital Partners LLC49$17.6K0.00%+1+2.1%Added
Front Row Advisors LLC50$17.9K0.01%00.0%Unchanged
Benjamin Edwards Inc52$19.0K0.00%+52New
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$21.5K0.01%00.0%Unchanged
WR Wealth Planners, LLC60$21.5K0.01%+60New
Capital Advisors, Ltd. LLC67$24.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC67$24.0K0.00%+33+97.1%Added
Catalyst Capital Advisors LLC67$24.0K0.00%+67New
Riverview Trust Co68$24.4K0.02%+68New
Private Trust Co NA71$25.5K0.00%+2+2.9%Added
Parkside Financial Bank & Trust72$25.8K0.00%−56−43.8%Reduced
Harbour Investments, Inc.76$27.3K0.00%+43+130.3%Added
Montag A & Associates Inc77$27.5K0.00%−1−1.3%Reduced
Harel Insurance Investments & Financial Services Ltd.79$28.0K0.00%−4−4.8%Reduced
Valley National Advisers Inc88$31.0K0.00%−509−85.3%Reduced
Adirondack Trust Co88$31.6K0.01%00.0%Unchanged
JJJ Advisors Inc.88$31.6K0.01%+2+2.3%Added
Carmichael Hill & Associates, Inc.90$32.3K0.01%00.0%Unchanged