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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 1,556 | $558.0K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 1,557 | $558.4K | 0.45% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,564 | $562.0K | 0.04% | −163−9.4% | Reduced |
| Veriti Management LLC | 1,575 | $564.9K | 0.04% | +14+0.9% | Added |
| Bamco Inc | 1,655 | $593.5K | 0.00% | −65−3.8% | Reduced |
| HM Payson & Co | 1,674 | $600.4K | 0.01% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 1,675 | $600.7K | 0.28% | +1,170+231.7% | Added |
| Prime Capital Investment Advisors, LLC | 1,733 | $621.5K | 0.01% | −78−4.3% | Reduced |
| Corton Capital Inc. | 1,740 | $624.0K | 0.23% | +536+44.5% | Added |
| Meridian Investment Counsel Inc. | 1,742 | $624.8K | 0.21% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,744 | $625.5K | 0.02% | −40−2.2% | Reduced |
| Signaturefd, LLC | 1,745 | $625.8K | 0.01% | +63+3.7% | Added |
| Degroof Petercam Asset Management | 1,751 | $628.0K | 0.01% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 1,802 | $646.3K | 0.10% | +616+51.9% | Added |
| Bank of Hawaii | 1,816 | $651.3K | 0.03% | +602+49.6% | Added |
| Tyler-Stone Wealth Management | 1,828 | $655.6K | 0.29% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,834 | $657.7K | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 1,835 | $658.0K | 0.00% | −1,444−44.0% | Reduced |
| Keybank National Association | 1,840 | $659.9K | 0.00% | −24−1.3% | Reduced |
| WoodTrust Financial Corp | 1,926 | $690.0K | 0.11% | +1+0.1% | Added |
| Abn Amro Investment Solutions | 1,950 | $699.3K | 0.01% | +1,950 | New |
| STRS Ohio | 1,962 | $703.0K | 0.00% | +352+21.9% | Added |
| Park Avenue Securities LLC | 1,963 | $704.0K | 0.01% | −204−9.4% | Reduced |
| ING Groep NV | 1,970 | $706.5K | 0.00% | +1,970 | New |
| Strategic Advocates LLC | 1,987 | $712.6K | 0.27% | +295+17.4% | Added |
| Marex Group plc | 2,000 | $717.3K | 0.02% | −9,019−81.8% | Reduced |
| AXS Investments LLC | 2,000 | $717.3K | 0.17% | −600−23.1% | Reduced |
| Artal Group S.A. | 2,000 | $717.3K | 0.02% | +1,000+100.0% | Added |
| Baader Bank INC | 2,000 | $717.3K | 0.06% | +2,000 | New |
| Axq Capital, LP | 2,000 | $717.3K | 0.17% | +2,000 | New |
| Commerce Bank | 2,007 | $719.8K | 0.00% | +10.0% | Added |
| Qtron Investments LLC | 2,030 | $728.0K | 0.10% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,062 | $739.5K | 0.08% | +186+9.9% | Added |
| Ameritas Investment Partners, Inc. | 2,092 | $750.3K | 0.03% | +23+1.1% | Added |
| Two Sigma Advisers, LP | 2,100 | $753.1K | 0.00% | −131,300−98.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 2,100 | $753.1K | 0.18% | +2,100 | New |
| Cresset Asset Management, LLC | 2,111 | $757.3K | 0.00% | −1,251−37.2% | Reduced |
| Valmark Advisers, Inc. | 2,114 | $758.2K | 0.01% | −57−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 2,138 | $766.8K | 0.01% | +2,138 | New |
| O'Shaughnessy Asset Management, LLC | 2,150 | $771.1K | 0.01% | +385+21.8% | Added |
| Jackson Square Capital, LLC | 2,177 | $780.8K | 0.20% | +110+5.3% | Added |
| Brown Advisory Inc | 2,184 | $783.3K | 0.00% | +42+2.0% | Added |
| Tokio Marine Asset Management Co Ltd | 2,199 | $788.6K | 0.04% | +142+6.9% | Added |
| Group One Trading, L.P. | 2,220 | $796.2K | 0.03% | +2,220 | New |
| Eqis Capital Management, Inc. | 2,244 | $804.7K | 0.06% | +266+13.4% | Added |
| Pine Valley Investments Ltd Liability Co | 2,254 | $808.4K | 0.06% | +124+5.8% | Added |
| Element Capital Management LLC | 2,257 | $809.5K | 0.54% | +2,257 | New |
| Wedbush Securities Inc | 2,269 | $814.0K | 0.03% | +1,054+86.7% | Added |
| Natixis Investment Managers International | 2,275 | $815.9K | 0.06% | −600−20.9% | Reduced |
| Western Financial Corp | 2,278 | $817.0K | 0.50% | +640+39.1% | Added |
| Alberta Investment Management Corp | 2,300 | $824.9K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,307 | $827.0K | 0.06% | +7+0.3% | Added |
| Chicago Capital, LLC | 2,310 | $828.5K | 0.03% | +994+75.5% | Added |
| NEOS Investment Management LLC | 2,317 | $831.0K | 0.05% | −42−1.8% | Reduced |
| Private Advisor Group, LLC | 2,365 | $848.2K | 0.01% | −1,736−42.3% | Reduced |
| Motley Fool Asset Management LLC | 2,379 | $853.2K | 0.06% | +1,052+79.3% | Added |
| XTX Topco Ltd | 2,384 | $855.0K | 0.12% | +469+24.5% | Added |
| Penserra Capital Management LLC | 2,392 | $857.0K | 0.01% | +1,034+76.1% | Added |
| Harvest Fund Management Co., Ltd | 2,393 | $858.0K | 0.08% | +1,005+72.4% | Added |
| Davenport & Co LLC | 2,428 | $870.8K | 0.01% | +2,428 | New |
| Prudential Financial Inc | 2,464 | $883.7K | 0.00% | −1,519−38.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,464 | $883.7K | 0.00% | +285+13.1% | Added |
| Perigon Wealth Management, LLC | 2,491 | $893.4K | 0.03% | −357−12.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,500 | $896.6K | 0.02% | −70−2.7% | Reduced |
| LBMC Investment Advisors, LLC | 2,500 | $896.6K | 0.08% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,541 | $911.3K | 0.00% | +210+9.0% | Added |
| Venturi Wealth Management, LLC | 2,563 | $919.2K | 0.06% | −24−0.9% | Reduced |
| David J Yvars Group | 2,644 | $948.2K | 0.64% | −30−1.1% | Reduced |
| Panagora Asset Management Inc | 2,728 | $978.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,730 | $979.1K | 0.01% | −235−7.9% | Reduced |
| Investment Management Corp of Ontario | 2,738 | $982.0K | 0.03% | +1,047+61.9% | Added |
| Bank of Nova Scotia | 2,767 | $992.4K | 0.00% | −466−14.4% | Reduced |
| New England Research & Management, Inc. | 2,785 | $999.0K | 0.49% | +1,755+170.4% | Added |
| Kestra Advisory Services, LLC | 2,825 | $1.01M | 0.01% | +1,122+65.9% | Added |
| Harbor Capital Advisors, Inc. | 2,837 | $1.02M | 0.13% | +58+2.1% | Added |
| CWM, LLC | 2,894 | $1.04M | 0.01% | +214+8.0% | Added |
| Graham Capital Management, L.P. | 2,939 | $1.05M | 0.03% | −202−6.4% | Reduced |
| Leonteq Securities AG | 2,946 | $1.06M | 0.14% | +1,752+146.7% | Added |
| Yarbrough Capital, LLC | 2,977 | $1.07M | 0.05% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 3,000 | $1.08M | 0.03% | +200+7.1% | Added |
| Ardsley Advisory Partners LP | 3,000 | $1.08M | 0.15% | +3,000 | New |
| Central Pacific Bank - Trust Division | 3,026 | $1.08M | 0.13% | +3,026 | New |
| Estate Counselors, LLC | 3,115 | $1.12M | 0.13% | +3,115 | New |
| Banco Santander, S.A. | 3,128 | $1.12M | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,174 | $1.14M | 0.04% | +1,048+49.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,178 | $1.14M | 0.62% | −11−0.3% | Reduced |
| Atria Investments LLC | 3,259 | $1.17M | 0.02% | +39+1.2% | Added |
| Engineers Gate Manager LP | 3,357 | $1.20M | 0.03% | −9,486−73.9% | Reduced |
| Calamos Advisors LLC | 3,392 | $1.22M | 0.01% | −9,737−74.2% | Reduced |
| MAI Capital Management | 3,404 | $1.22M | 0.01% | −528−13.4% | Reduced |
| Swiss Life Asset Management Ltd | 3,492 | $1.25M | 0.02% | −3,974−53.2% | Reduced |
| AE Wealth Management LLC | 3,506 | $1.26M | 0.01% | −1,055−23.1% | Reduced |
| Vinva Investment Management Ltd | 3,511 | $1.26M | 0.07% | −2,247−39.0% | Reduced |
| Lazard Asset Management LLC | 3,568 | $1.28M | 0.00% | −1,829−33.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 3,591 | $1.29M | 0.39% | −3,190−47.0% | Reduced |
| US Bancorp | 3,595 | $1.29M | 0.00% | −552−13.3% | Reduced |
| Vontobel Holding Ltd. | 3,672 | $1.32M | 0.01% | +98+2.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,870 | $1.39M | 0.03% | −46−1.2% | Reduced |
| Silicon Valley Community Foundation | 3,927 | $1.41M | 0.05% | −66−1.7% | Reduced |
| Emerald Advisers, LLC | 3,947 | $1.42M | 0.06% | −822−17.2% | Reduced |