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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 98 | $32.5K | 0.00% | +23+30.7% | Added |
| AlphaCentric Advisors LLC | 93 | $33.4K | 0.02% | −13−12.3% | Reduced |
| Hilltop National Bank | 97 | $34.8K | 0.01% | +97 | New |
| Sandy Spring Bank | 97 | $34.8K | 0.00% | +12+14.1% | Added |
| Raleigh Capital Management Inc. | 99 | $35.5K | 0.02% | −83−45.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 100 | $35.9K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 100 | $35.9K | 0.00% | +100 | New |
| Stone House Investment Management, LLC | 100 | $35.9K | 0.01% | +100 | New |
| Proequities, Inc. | 101 | $36.2K | 0.00% | −69−40.6% | Reduced |
| Beacon Capital Management, LLC | 105 | $37.7K | 0.01% | −4−3.7% | Reduced |
| Point72 Hong Kong Ltd | 119 | $42.6K | 0.00% | +119 | New |
| Kelly Financial Services LLC | 119 | $42.7K | 0.02% | +111+1,387.5% | Added |
| Financial Avengers, Inc. | 120 | $42.7K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 125 | $44.7K | 0.02% | +1+0.8% | Added |
| Sunbelt Securities, Inc. | 125 | $44.8K | 0.01% | +76+155.1% | Added |
| Westpac Banking Corp | 128 | $45.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 130 | $46.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 131 | $47.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 131 | $47.0K | 0.00% | +8+6.5% | Added |
| GAMMA Investing LLC | 133 | $47.7K | 0.01% | +9+7.3% | Added |
| Close Asset Management Ltd | 140 | $50.0K | 0.00% | +140 | New |
| Credit Agricole S A | 155 | $52.0K | 0.00% | −2,508−94.2% | Reduced |
| DSM Capital Partners LLC | 148 | $53.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 153 | $54.9K | 0.00% | +38+33.0% | Added |
| Manchester Capital Management LLC | 154 | $55.2K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 158 | $56.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 165 | $59.2K | 0.02% | +153+1,275.0% | Added |
| Jamison Private Wealth Management, Inc. | 167 | $59.9K | 0.01% | −12−6.7% | Reduced |
| Western Pacific Wealth Management, LP | 175 | $62.8K | 0.05% | +120+218.2% | Added |
| CVA Family Office, LLC | 179 | $64.2K | 0.01% | +1+0.6% | Added |
| Horizon Investments, LLC | 189 | $67.8K | 0.00% | +143+310.9% | Added |
| Alta Advisers Ltd | 200 | $71.7K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 204 | $73.2K | 0.00% | +194+1,940.0% | Added |
| Acadian Asset Management LLC | 207 | $74.0K | 0.00% | −139,071−99.9% | Reduced |
| Covestor Ltd | 211 | $76.0K | 0.05% | −258−55.0% | Reduced |
| Traynor Capital Management, Inc. | 218 | $78.4K | 0.01% | +218 | New |
| Huntington National Bank | 219 | $78.5K | 0.00% | +109+99.1% | Added |
| EverSource Wealth Advisors, LLC | 223 | $81.4K | 0.01% | −3−1.3% | Reduced |
| Pittenger & Anderson Inc | 253 | $90.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 256 | $91.0K | 0.05% | −1,118−81.4% | Reduced |
| Lindbrook Capital, LLC | 255 | $91.5K | 0.01% | +8+3.2% | Added |
| Geneos Wealth Management Inc. | 283 | $101.5K | 0.00% | +6+2.2% | Added |
| nVerses Capital, LLC | 300 | $107.6K | 0.26% | +300 | New |
| Laurel Wealth Advisors LLC | 303 | $108.7K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 310 | $111.2K | 0.10% | +310 | New |
| Advisors Asset Management, Inc. | 324 | $116.2K | 0.00% | +37+12.9% | Added |
| Provenance Wealth Advisors, LLC | 324 | $116.2K | 0.02% | +124+62.0% | Added |
| Emerald Mutual Fund Advisers Trust | 326 | $116.9K | 0.01% | −210−39.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 326 | $116.9K | 0.01% | +185+131.2% | Added |
| Global Retirement Partners, LLC | 342 | $122.7K | 0.00% | +229+202.7% | Added |
| Principal Securities, Inc. | 359 | $128.8K | 0.00% | +25+7.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $129.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 375 | $134.5K | 0.00% | −489−56.6% | Reduced |
| Shell Asset Management Co | 546 | $136.0K | 0.01% | −497−47.7% | Reduced |
| Bessemer Group Inc | 383 | $137.0K | 0.00% | +24+6.7% | Added |
| Quadrant Capital Group LLC | 397 | $142.4K | 0.01% | −15−3.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 422 | $151.3K | 0.00% | +221+110.0% | Added |
| Ronald Blue Trust, Inc. | 425 | $152.4K | 0.00% | +342+412.0% | Added |
| Truvestments Capital LLC | 428 | $153.5K | 0.06% | −37−8.0% | Reduced |
| Icon Wealth Advisors, LLC | 446 | $160.0K | 0.01% | +49+12.3% | Added |
| Northwestern Mutual Wealth Management Co | 485 | $174.3K | 0.00% | +56+13.1% | Added |
| West Tower Group, LLC | 500 | $179.3K | 0.54% | +500 | New |
| First Horizon Advisors, Inc. | 516 | $185.1K | 0.01% | +232+81.7% | Added |
| Transcendent Capital Group LLC | 533 | $191.2K | 0.11% | +473+788.3% | Added |
| Rakuten Securities, Inc. | 548 | $196.5K | 0.09% | −12,383−95.8% | Reduced |
| Allworth Financial LP | 555 | $199.2K | 0.00% | +35+6.7% | Added |
| Coastal Investment Advisors, Inc. | 563 | $201.9K | 0.04% | +44+8.5% | Added |
| BluePath Capital Management, LLC | 566 | $203.0K | 0.16% | +566 | New |
| Crossmark Global Holdings, Inc. | 569 | $204.0K | 0.00% | +569 | New |
| Mount Yale Investment Advisors, LLC | 572 | $205.1K | 0.02% | −34−5.6% | Reduced |
| Gotham Asset Management, LLC | 575 | $206.2K | 0.00% | −1,302−69.4% | Reduced |
| Fifth Third Bancorp | 576 | $206.6K | 0.00% | +47+8.9% | Added |
| Laidlaw Wealth Management LLC | 585 | $209.8K | 0.12% | +585 | New |
| Perennial Investment Advisors, LLC | 590 | $211.6K | 0.03% | +100+20.4% | Added |
| Boussard & Gavaudan Investment Management LLP | 588 | $212.1K | 0.03% | +588 | New |
| CAPROCK Group, Inc. | 597 | $214.1K | 0.01% | +60+11.2% | Added |
| Concurrent Investment Advisors, LLC | 598 | $214.4K | 0.01% | −122−16.9% | Reduced |
| Quent Capital, LLC | 601 | $215.5K | 0.03% | +79+15.1% | Added |
| E Fund Management Co., Ltd. | 604 | $216.6K | 0.01% | −2,126−77.9% | Reduced |
| Wealthcare Advisory Partners LLC | 605 | $217.0K | 0.01% | −84−12.2% | Reduced |
| New Century Financial Group, LLC | 610 | $218.8K | 0.15% | +53+9.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 614 | $220.2K | 0.00% | −674−52.3% | Reduced |
| Norinchukin Bank, The | 615 | $220.6K | 0.01% | −23−3.6% | Reduced |
| NewEdge Wealth, LLC | 609 | $221.2K | 0.00% | +609 | New |
| Mount Lucas Management LP | 628 | $225.2K | 0.08% | −57−8.3% | Reduced |
| Whalen Wealth Management Inc. | 633 | $227.0K | 0.17% | +633 | New |
| D L Carlson Investment Group Inc | 635 | $227.7K | 0.04% | −10−1.6% | Reduced |
| Cornerstone Wealth Management, LLC | 639 | $229.2K | 0.02% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 643 | $230.6K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 647 | $232.0K | 0.03% | +30+4.9% | Added |
| American Planning Services, Inc. | 649 | $232.8K | 0.17% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 651 | $233.5K | 0.00% | +651 | New |
| Wrapmanager Inc | 670 | $240.3K | 0.07% | +670 | New |
| Zega Financial, LLC | 673 | $241.4K | 0.10% | +27+4.2% | Added |
| EP Wealth Advisors, LLC | 680 | $243.9K | 0.00% | +15+2.3% | Added |
| E&G Advisors, LP | 685 | $245.7K | 0.08% | +685 | New |
| Sapient Capital LLC | 689 | $247.1K | 0.01% | −284−29.2% | Reduced |
| Nwam LLC | 703 | $249.8K | 0.02% | −23−3.2% | Reduced |
| Financial Perspectives, Inc | 697 | $250.0K | 0.09% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 698 | $250.3K | 0.04% | −18−2.5% | Reduced |