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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 3 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
Boston Private Wealth LLC0$00.00%−781−100.0%Sold out
Van Eck Associates Corp0$00.00%−781−100.0%Sold out
Inceptionr LLC0$00.00%−759−100.0%Sold out
Cetera Advisors LLC0$00.00%−753−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−741−100.0%Sold out
Apollon Wealth Management, LLC0$00.00%−735−100.0%Sold out
Foundations Investment Advisors, LLC0$00.00%−728−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−721−100.0%Sold out
Central Asset Investments & Management Holdings (HK) Ltd0$00.00%−700−100.0%Sold out
AM Squared Ltd0$00.00%−700−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−727−100.0%Sold out
Centiva Capital, LP0$00.00%−682−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−681−100.0%Sold out
Everpar Advisors LLC0$00.00%−671−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−606−100.0%Sold out
Wedmont Private Capital0$00.00%−618−100.0%Sold out
American Trust0$00.00%−568−100.0%Sold out
Fiduciary Trust Co0$00.00%−565−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−553−100.0%Sold out
Oxford Asset Management LLP0$00.00%−549−100.0%Sold out
Buckingham Strategic Wealth, LLC0$00.00%−534−100.0%Sold out
Tealwood Asset Management Inc0$00.00%−511−100.0%Sold out
Northside Capital Management, LLC0$00.00%−510−100.0%Sold out
Clear Street Markets LLC0$00.00%−506−100.0%Sold out
Roth Financial Partners LLC0$00.00%−500−100.0%Sold out
Nebula Research & Development LLC0$00.00%−498−100.0%Sold out
Kovack Advisors, Inc.0$00.00%−497−100.0%Sold out
Hutchens & Kramer Investment Management Group, LLC0$00.00%−493−100.0%Sold out
Savant Capital, LLC0$00.00%−490−100.0%Sold out
Meeder Advisory Services, Inc.0$00.00%−490−100.0%Sold out
Quest Partners LLC0$00.00%−486−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−472−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−360−100.0%Sold out
E Fund Management (Hong Kong) Co., Ltd.0$00.00%−189−100.0%Sold out
Readystate Asset Management LP0$00.00%−115−100.0%Sold out
Hollencrest Capital Management0$00.00%−50−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−40−100.0%Sold out
Glassman Wealth Services0$00.00%−27−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−24−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−12−100.0%Sold out
Able Wealth Management LLC0$00.00%−11−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−10−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−7−100.0%Sold out
Albion Financial Group0$00.00%−4−100.0%Sold out
Bruce G. Allen Investments, LLC0$00.00%−1−100.0%Sold out
Alamar Capital Management, LLC––––Not filed
Putnam Investments LLC––––Not filed
Sawtooth Solutions, LLC––––Not filed
AtonRa Partners––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Neo Ivy Capital Management––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Bartlett & Co. LLC––––Not filed
Baystate Wealth Management LLC––––Not filed