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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 711 | $255.0K | 0.01% | +10+1.4% | Added |
| Appleton Partners Inc | 712 | $255.0K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 714 | $256.1K | 0.04% | +714 | New |
| ICICI Prudential Asset Management Co Ltd | 718 | $257.5K | 0.03% | +26+3.8% | Added |
| Cigna Investments Inc | 727 | $261.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 729 | $261.0K | 0.00% | +539+283.7% | Added |
| Farther Finance Advisors, LLC | 736 | $261.9K | 0.02% | +7+1.0% | Added |
| Oracle Alpha Inc. | 733 | $262.9K | 0.47% | +207+39.4% | Added |
| MWA Asset Management | 737 | $264.3K | 0.19% | −196−21.0% | Reduced |
| Everhart Financial Group, Inc. | 737 | $264.3K | 0.08% | +4+0.5% | Added |
| Chicago Trust Co NA | 745 | $267.2K | 0.06% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 750 | $269.0K | 0.01% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 759 | $272.2K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 760 | $272.6K | 0.06% | +760 | New |
| Prospera Financial Services Inc | 772 | $276.9K | 0.01% | −43−5.3% | Reduced |
| Ostrum Asset Management | 776 | $278.3K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 787 | $282.3K | 0.00% | −3−0.4% | Reduced |
| RSM US Wealth Management LLC | 798 | $286.2K | 0.01% | −251−23.9% | Reduced |
| Awm Capital, LLC | 804 | $288.3K | 0.05% | 00.0% | Unchanged |
| Ossiam | 814 | $291.9K | 0.01% | −160−16.4% | Reduced |
| Virtue Capital Management, LLC | 825 | $293.9K | 0.05% | +825 | New |
| HB Wealth Management, LLC | 821 | $294.4K | 0.00% | +16+2.0% | Added |
| Sequoia Financial Advisors, LLC | 822 | $294.7K | 0.00% | +16+2.0% | Added |
| Spence Asset Management | 832 | $298.0K | 0.08% | 00.0% | Unchanged |
| Stephens Inc | 834 | $299.1K | 0.00% | −336−28.7% | Reduced |
| Cynosure Management, LLC | 874 | $313.5K | 0.06% | +874 | New |
| Yousif Capital Management, LLC | 888 | $318.5K | 0.00% | +96+12.1% | Added |
| SpiderRock Advisors, LLC | 897 | $319.7K | 0.01% | +897 | New |
| TFB Advisors LLC | 859 | $320.7K | 0.12% | +859 | New |
| Clarius Group, LLC | 897 | $321.7K | 0.02% | −59−6.2% | Reduced |
| Tanager Wealth Management LLP | 914 | $327.8K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 936 | $335.7K | 0.02% | −6−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 936 | $336.0K | 0.01% | +223+31.3% | Added |
| Beacon Pointe Advisors, LLC | 946 | $339.2K | 0.00% | −23−2.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 950 | $340.7K | 0.19% | 00.0% | Unchanged |
| Balentine LLC | 952 | $341.4K | 0.01% | +316+49.7% | Added |
| Raymond James Trust N.A. | 955 | $342.5K | 0.01% | +68+7.7% | Added |
| Prosperity Consulting Group, LLC | 962 | $345.0K | 0.04% | +962 | New |
| Archetype Wealth Partners | 978 | $351.0K | 0.06% | +128+15.1% | Added |
| Banque Cantonale Vaudoise | 981 | $352.0K | 0.01% | −1,308−57.1% | Reduced |
| Clare Market Investments LLC | 982 | $352.2K | 0.11% | +427+76.9% | Added |
| Mutual of America Capital Management LLC | 997 | $357.6K | 0.00% | 00.0% | Unchanged |
| CloudAlpha Capital Management Limited/Hong Kong | 1,000 | $358.6K | 0.05% | −24,400−96.1% | Reduced |
| UniSuper Management Pty Ltd | 1,000 | $358.6K | 0.00% | +500+100.0% | Added |
| FDx Advisors, Inc. | 1,010 | $362.0K | 0.05% | −6−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,011 | $362.6K | 0.00% | +875+643.4% | Added |
| Crewe Advisors LLC | 1,012 | $362.9K | 0.04% | +1,012 | New |
| We Are One Seven, LLC | 1,031 | $369.8K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,034 | $370.8K | 0.28% | +1,034 | New |
| Menard Financial Group LLC | 1,035 | $371.2K | 0.31% | +1,035 | New |
| Spire Wealth Management | 1,039 | $372.7K | 0.01% | +641+161.1% | Added |
| Nisa Investment Advisors, LLC | 1,050 | $376.6K | 0.00% | 00.0% | Unchanged |
| Armistice Capital, LLC | 1,053 | $377.6K | 0.01% | +1,053 | New |
| Fulton Bank, N.A. | 1,054 | $378.0K | 0.02% | −126−10.7% | Reduced |
| Seaport Global Advisors, LLC | 1,059 | $379.8K | 0.77% | −912−46.3% | Reduced |
| Insigneo Advisory Services, LLC | 1,061 | $380.5K | 0.05% | +67+6.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,043 | $382.2K | 0.00% | +416+66.3% | Added |
| CSS LLC | 1,069 | $383.4K | 0.03% | +19+1.8% | Added |
| National Asset Management, Inc. | 1,109 | $383.6K | 0.01% | −1,557−58.4% | Reduced |
| Plato Investment Management Ltd | 1,078 | $386.6K | 0.04% | +866+408.5% | Added |
| Simplicity Wealth,LLC | 1,086 | $389.5K | 0.01% | +1,086 | New |
| Bleakley Financial Group, LLC | 1,094 | $392.4K | 0.01% | +24+2.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,097 | $393.4K | 0.01% | +1,097 | New |
| Sentry Investment Management LLC | 1,104 | $396.0K | 0.15% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,115 | $399.9K | 0.17% | +220+24.6% | Added |
| Empowered Funds, LLC | 1,121 | $402.0K | 0.01% | +482+75.4% | Added |
| Belpointe Asset Management LLC | 1,136 | $407.4K | 0.03% | +1,136 | New |
| Fortis Capital Advisors, LLC | 1,136 | $407.4K | 0.17% | +1,136 | New |
| Wetherby Asset Management Inc | 1,197 | $429.3K | 0.02% | −22−1.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,200 | $430.4K | 0.02% | +1,200 | New |
| STF Management LP | 1,218 | $436.8K | 0.19% | +8+0.7% | Added |
| DC Investments Management, LLC | 1,229 | $440.8K | 0.37% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,229 | $440.8K | 0.03% | +1,229 | New |
| Dakota Wealth Management | 1,251 | $448.7K | 0.01% | +730+140.1% | Added |
| New York Life Investment Management LLC | 1,258 | $451.2K | 0.00% | +22+1.8% | Added |
| Lido Advisors, LLC | 1,276 | $457.6K | 0.00% | +778+156.2% | Added |
| Teza Capital Management LLC | 1,285 | $460.9K | 0.06% | +139+12.1% | Added |
| Values First Advisors, Inc. | 1,290 | $462.5K | 0.27% | −534−29.3% | Reduced |
| Erste Asset Management GmbH | 1,300 | $466.4K | 0.01% | +1,300 | New |
| Rakuten Investment Management, Inc. | 1,317 | $472.3K | 0.00% | +1,266+2,482.4% | Added |
| Parallel Advisors, LLC | 1,331 | $477.4K | 0.01% | +73+5.8% | Added |
| Los Angeles Capital Management LLC | 1,351 | $484.5K | 0.00% | −11,833−89.8% | Reduced |
| Captrust Financial Advisors | 1,357 | $486.5K | 0.00% | −20,278−93.7% | Reduced |
| Citadel Advisors LLC | 1,366 | $489.9K | 0.00% | −42,632−96.9% | Reduced |
| TD Waterhouse Canada Inc. | 1,412 | $491.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,374 | $493.0K | 0.01% | +491+55.6% | Added |
| Vident Advisory, LLC | 1,388 | $498.0K | 0.01% | +24+1.8% | Added |
| Vestcor Inc | 1,421 | $510.0K | 0.02% | −13−0.9% | Reduced |
| Harbert Fund Advisors, Inc. | 1,425 | $511.1K | 0.35% | −425−23.0% | Reduced |
| Pier Capital, LLC | 1,442 | $517.2K | 0.07% | +20+1.4% | Added |
| Strategic Planning Group, LLC | 1,469 | $527.2K | 0.13% | +282+23.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,480 | $530.8K | 0.02% | +215+17.0% | Added |
| Guardian Capital LP | 1,486 | $532.9K | 0.02% | +5+0.3% | Added |
| Independent Advisor Alliance | 1,491 | $534.7K | 0.02% | +97+7.0% | Added |
| Moody National Bank Trust Division | 1,492 | $535.1K | 0.04% | +46+3.2% | Added |
| GraniteShares Advisors LLC | 1,521 | $545.5K | 0.29% | +88+6.1% | Added |
| Integrated Wealth Concepts LLC | 1,531 | $549.2K | 0.01% | +188+14.0% | Added |
| Evanson Asset Management, LLC | 1,537 | $551.2K | 0.04% | −150−8.9% | Reduced |
| AnglePoint Asset Management Ltd | 1,554 | $557.3K | 1.05% | −766−33.0% | Reduced |
| EMC Capital Management | 1,600 | $558.0K | 0.33% | 00.0% | Unchanged |