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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 3,980 | $1.43M | 0.03% | −3,316−45.4% | Reduced |
| TriaGen Wealth Management LLC | 4,000 | $1.43M | 0.60% | −4,032−50.2% | Reduced |
| QRG Capital Management, Inc. | 4,069 | $1.46M | 0.02% | −8,580−67.8% | Reduced |
| Diversified Trust Co | 4,111 | $1.47M | 0.04% | +657+19.0% | Added |
| MetLife Investment Management | 4,118 | $1.48M | 0.01% | +60+1.5% | Added |
| Mackenzie Financial Corp | 4,152 | $1.49M | 0.00% | −1,262−23.3% | Reduced |
| Sherbrooke Park Advisers LLC | 4,160 | $1.49M | 0.29% | +2,690+183.0% | Added |
| Ieq Capital, LLC | 4,169 | $1.50M | 0.02% | −557−11.8% | Reduced |
| Prelude Capital Management, LLC | 4,187 | $1.50M | 0.10% | +2,788+199.3% | Added |
| The PNC Financial Services Group, Inc. | 4,226 | $1.52M | 0.00% | +1,480+53.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,249 | $1.52M | 0.01% | −336−7.3% | Reduced |
| Simplex Trading, LLC | 4,318 | $1.55M | 0.05% | −35,929−89.3% | Reduced |
| Winton Group Ltd | 4,327 | $1.55M | 0.11% | +161+3.9% | Added |
| F/M Investments LLC | 4,439 | $1.59M | 1.08% | −24−0.5% | Reduced |
| Shay Capital LLC | 4,500 | $1.61M | 0.47% | +3,250+260.0% | Added |
| MYDA Advisors LLC | 4,500 | $1.61M | 0.56% | +4,500 | New |
| Princeton Capital Management LLC | 4,505 | $1.62M | 0.58% | +149+3.4% | Added |
| Red Spruce Capital, LLC | 4,533 | $1.63M | 0.75% | +4+0.1% | Added |
| Amalgamated Bank | 4,563 | $1.64M | 0.01% | −3,263−41.7% | Reduced |
| Pacer Advisors, Inc. | 4,610 | $1.65M | 0.00% | +978+26.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,613 | $1.65M | 0.02% | +200+4.5% | Added |
| L & S Advisors Inc | 4,727 | $1.70M | 0.19% | +1,371+40.9% | Added |
| IFP Advisors, Inc | 4,754 | $1.70M | 0.07% | +310+7.0% | Added |
| Summit Global Investments | 4,771 | $1.71M | 0.13% | −197−4.0% | Reduced |
| United Capital Financial Advisers, LLC | 4,798 | $1.72M | 0.01% | −557−10.4% | Reduced |
| Bridgeway Capital Management, LLC | 4,800 | $1.72M | 0.04% | −2,300−32.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,987 | $1.79M | 1.02% | +450+9.9% | Added |
| Xcel Wealth Management, LLC | 5,000 | $1.79M | 0.56% | −35−0.7% | Reduced |
| Firsthand Capital Management, Inc. | 5,000 | $1.79M | 2.92% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,206 | $1.80M | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,070 | $1.82M | 0.01% | +448+9.7% | Added |
| Aigen Investment Management, LP | 5,142 | $1.84M | 0.40% | +613+13.5% | Added |
| Mercer Global Advisors Inc | 5,206 | $1.87M | 0.01% | −6,998−57.3% | Reduced |
| Azzad Asset Management Inc | 5,214 | $1.87M | 0.22% | +4,519+650.2% | Added |
| Profund Advisors LLC | 5,279 | $1.89M | 0.07% | −243−4.4% | Reduced |
| Brinker Capital Investments, LLC | 5,318 | $1.91M | 0.02% | −471−8.1% | Reduced |
| Orion Portfolio Solutions, LLC | 5,318 | $1.91M | 0.02% | −471−8.1% | Reduced |
| Janney Montgomery Scott LLC | 5,332 | $1.91M | 0.01% | +1,427+36.5% | Added |
| Oppenheimer & Co Inc | 5,382 | $1.93M | 0.03% | −761−12.4% | Reduced |
| Pathstone Holdings, LLC | 5,480 | $1.97M | 0.01% | −489−8.2% | Reduced |
| KP Management LLC | 5,500 | $1.97M | 0.85% | −500−8.3% | Reduced |
| Darwin Advisors, LLC | 5,506 | $1.97M | 0.55% | −295−5.1% | Reduced |
| Brighton Jones LLC | 5,512 | $1.98M | 0.07% | −135−2.4% | Reduced |
| Silvant Capital Management LLC | 5,598 | $2.01M | 0.10% | +1,924+52.4% | Added |
| Oppenheimer Asset Management Inc. | 5,624 | $2.02M | 0.03% | +10+0.2% | Added |
| Louisiana State Employees Retirement System | 5,700 | $2.04M | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,751 | $2.06M | 0.04% | −404−6.6% | Reduced |
| Intech Investment Management LLC | 5,814 | $2.09M | 0.03% | +1,661+40.0% | Added |
| Gulf International Bank (UK) Ltd | 5,820 | $2.09M | 0.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,828 | $2.09M | 0.10% | −452−7.2% | Reduced |
| Maxi Investments CY Ltd | 5,921 | $2.12M | 0.57% | +5,921 | New |
| Evolutionary Tree Capital Management, LLC | 5,939 | $2.13M | 2.14% | +1,001+20.3% | Added |
| Optiver Holding B.V. | 6,027 | $2.16M | 0.09% | −3,472−36.6% | Reduced |
| American International Group, Inc. | 6,077 | $2.18M | 0.01% | −13−0.2% | Reduced |
| Wealthfront Advisers LLC | 6,095 | $2.19M | 0.01% | +56+0.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,113 | $2.19M | 0.03% | +683+12.6% | Added |
| BNP Paribas | 6,343 | $2.27M | 0.11% | +6,343 | New |
| Insight Holdings Group, LLC | 6,400 | $2.30M | 0.06% | +3,700+137.0% | Added |
| M&T Bank Corp | 6,414 | $2.30M | 0.01% | +105+1.7% | Added |
| Canada Pension Plan Investment Board | 6,484 | $2.33M | 0.00% | −13,726−67.9% | Reduced |
| CIBC Private Wealth Group, LLC | 6,614 | $2.36M | 0.00% | +104+1.6% | Added |
| Stonegate Investment Group, LLC | 6,598 | $2.37M | 0.07% | +232+3.6% | Added |
| Ethic Inc. | 6,610 | $2.37M | 0.06% | +720+12.2% | Added |
| Bayesian Capital Management, LP | 6,629 | $2.38M | 0.23% | +6,629 | New |
| EFG Asset Management (North America) Corp. | 6,641 | $2.38M | 0.41% | −3,006−31.2% | Reduced |
| Bokf, NA | 6,734 | $2.40M | 0.04% | +1,135+20.3% | Added |
| Andra AP-fonden | 6,700 | $2.40M | 0.04% | −14,300−68.1% | Reduced |
| SYSTM Wealth Solutions LLC | 6,750 | $2.42M | 0.31% | +714+11.8% | Added |
| iA Global Asset Management Inc. | 6,781 | $2.43M | 0.05% | −9,605−58.6% | Reduced |
| Advisor Group Holdings, Inc. | 6,887 | $2.47M | 0.01% | −7,790−53.1% | Reduced |
| Qsemble Capital Management, LP | 6,956 | $2.49M | 0.55% | +3,874+125.7% | Added |
| Creative Planning | 6,972 | $2.50M | 0.00% | +1,361+24.3% | Added |
| Exchange Traded Concepts, LLC | 7,086 | $2.54M | 0.07% | +2,493+54.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,096 | $2.54M | 0.00% | +1,459+25.9% | Added |
| Ratan Capital Management LP | 7,132 | $2.56M | 1.36% | −400−5.3% | Reduced |
| SG Americas Securities, LLC | 7,142 | $2.56M | 0.01% | +4,589+179.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,200 | $2.58M | 1.78% | +2,850+65.5% | Added |
| GTS Securities LLC | 7,217 | $2.59M | 0.07% | −2,678−27.1% | Reduced |
| Vista Wealth Management Group, LLC | 7,311 | $2.62M | 0.20% | 00.0% | Unchanged |
| Vestor Capital, LLC | 7,313 | $2.62M | 0.22% | +7,313 | New |
| JustInvest LLC | 7,471 | $2.68M | 0.06% | −213−2.8% | Reduced |
| Toroso Investments, LLC | 7,523 | $2.70M | 0.05% | +5,191+222.6% | Added |
| Jump Financial, LLC | 7,528 | $2.70M | 0.07% | +7,528 | New |
| Cerity Partners LLC | 7,613 | $2.73M | 0.01% | +2,015+36.0% | Added |
| Jasper Ridge Partners, L.P. | 7,650 | $2.74M | 0.09% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,656 | $2.75M | 0.03% | 00.0% | Unchanged |
| Caption Management, LLC | 7,700 | $2.76M | 0.30% | +2,000+35.1% | Added |
| CIBC World Markets Corp | 7,706 | $2.76M | 0.02% | −4,517−37.0% | Reduced |
| Chartwell Investment Partners, LLC | 7,750 | $2.78M | 0.10% | −342−4.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,754 | $2.78M | 0.01% | −253−3.2% | Reduced |
| Advisory Services Network, LLC | 7,921 | $2.84M | 0.06% | +871+12.4% | Added |
| Nicholas Investment Partners, LP | 8,034 | $2.88M | 0.30% | +72+0.9% | Added |
| Shelton Capital Management | 8,361 | $3.00M | 0.09% | 00.0% | Unchanged |
| Caxton Associates LP | 8,500 | $3.05M | 0.21% | +8,500 | New |
| British Columbia Investment Management Corp | 8,617 | $3.09M | 0.02% | +403+4.9% | Added |
| Daiwa Securities Group Inc. | 8,628 | $3.09M | 0.02% | +609+7.6% | Added |
| Natixis | 8,698 | $3.12M | 0.02% | −15,358−63.8% | Reduced |
| MML Investors Services, LLC | 9,112 | $3.27M | 0.01% | +971+11.9% | Added |
| William Blair Investment Management, LLC | 9,332 | $3.35M | 0.01% | +2,021+27.6% | Added |
| Capstone Triton Financial Group, LLC | 9,396 | $3.37M | 2.39% | −583−5.8% | Reduced |