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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 16,429 | $5.89M | 0.08% | +16,429 | New |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 15,738 | $5.64M | 1.38% | +4,540+40.5% | Added |
| Hudson Bay Capital Management LP | 15,648 | $5.61M | 0.05% | +15,648 | New |
| Forsta Ap-Fonden | 15,600 | $5.59M | 0.05% | +2,100+15.6% | Added |
| RMB Capital Management, LLC | 15,444 | $5.54M | 0.13% | +2,111+15.8% | Added |
| Slow Capital, Inc. | 15,329 | $5.50M | 0.88% | +398+2.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,987 | $5.38M | 0.06% | +100+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,982 | $5.37M | 0.06% | +11,994+401.4% | Added |
| Walleye Trading LLC | 14,072 | $5.05M | 0.08% | +14,072 | New |
| Smith Group Asset Management, LLC | 14,000 | $5.02M | 0.29% | −6,000−30.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 13,986 | $5.02M | 0.02% | −230−1.6% | Reduced |
| SQN Investors LP | 13,940 | $5.00M | 3.23% | −5,500−28.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,932 | $5.00M | 0.14% | +736+5.6% | Added |
| IFM Investors Pty Ltd | 13,870 | $4.97M | 0.05% | −38−0.3% | Reduced |
| USS Investment Management Ltd | 13,787 | $4.95M | 0.04% | +1,221+9.7% | Added |
| Silvercrest Asset Management Group LLC | 13,712 | $4.92M | 0.03% | +13,712 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,706 | $4.92M | 0.02% | +134+1.0% | Added |
| Verition Fund Management LLC | 13,422 | $4.81M | 0.05% | +9,128+212.6% | Added |
| Commonwealth Equity Services, LLC | 13,420 | $4.81M | 0.01% | +423+3.3% | Added |
| CIBC Asset Management Inc | 13,283 | $4.76M | 0.02% | +971+7.9% | Added |
| Mariner, LLC | 13,275 | $4.76M | 0.01% | −418−3.1% | Reduced |
| Nissay Asset Management Corp | 12,983 | $4.66M | 0.03% | +3,173+32.3% | Added |
| HAP Trading, LLC | 12,826 | $4.60M | 1.42% | +12,826 | New |
| Xponance, Inc. | 12,217 | $4.38M | 0.05% | +3,136+34.5% | Added |
| Tairen Capital Ltd | 12,000 | $4.30M | 0.26% | −73,949−86.0% | Reduced |
| BOCHK Asset Management Ltd | 11,900 | $4.27M | 1.49% | +5,250+78.9% | Added |
| Utah Retirement Systems | 11,740 | $4.21M | 0.05% | +116+1.0% | Added |
| Point72 (DIFC) Ltd | 11,667 | $4.18M | 0.32% | +11,667 | New |
| Morse Asset Management, Inc | 11,601 | $4.16M | 1.06% | +227+2.0% | Added |
| Allianz Asset Management GmbH | 11,580 | $4.15M | 0.01% | +2,322+25.1% | Added |
| Cetera Investment Advisers | 10,873 | $3.90M | 0.01% | +8,330+327.6% | Added |
| Eisler Capital (UK) Ltd. | 10,065 | $3.61M | 0.45% | +7,241+256.4% | Added |
| Advent Capital Management | 10,000 | $3.59M | 0.09% | +10,000 | New |
| Federated Hermes, Inc. | 9,865 | $3.54M | 0.01% | −98,663−90.9% | Reduced |
| Taylor Frigon Capital Management LLC | 9,861 | $3.54M | 1.68% | −81−0.8% | Reduced |
| Tredje AP-fonden | 9,513 | $3.41M | 0.04% | −1,880−16.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,488 | $3.40M | 0.08% | +2,400+33.9% | Added |
| Capstone Triton Financial Group, LLC | 9,396 | $3.37M | 2.39% | −583−5.8% | Reduced |
| William Blair Investment Management, LLC | 9,332 | $3.35M | 0.01% | +2,021+27.6% | Added |
| MML Investors Services, LLC | 9,112 | $3.27M | 0.01% | +971+11.9% | Added |
| Natixis | 8,698 | $3.12M | 0.02% | −15,358−63.8% | Reduced |
| Daiwa Securities Group Inc. | 8,628 | $3.09M | 0.02% | +609+7.6% | Added |
| British Columbia Investment Management Corp | 8,617 | $3.09M | 0.02% | +403+4.9% | Added |
| Caxton Associates LP | 8,500 | $3.05M | 0.21% | +8,500 | New |
| Shelton Capital Management | 8,361 | $3.00M | 0.09% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 8,034 | $2.88M | 0.30% | +72+0.9% | Added |
| Advisory Services Network, LLC | 7,921 | $2.84M | 0.06% | +871+12.4% | Added |
| Public Employees Retirement Association of Colorado | 7,754 | $2.78M | 0.01% | −253−3.2% | Reduced |
| Chartwell Investment Partners, LLC | 7,750 | $2.78M | 0.10% | −342−4.2% | Reduced |
| CIBC World Markets Corp | 7,706 | $2.76M | 0.02% | −4,517−37.0% | Reduced |
| Caption Management, LLC | 7,700 | $2.76M | 0.30% | +2,000+35.1% | Added |
| State of Alaska, Department of Revenue | 7,656 | $2.75M | 0.03% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 7,650 | $2.74M | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,613 | $2.73M | 0.01% | +2,015+36.0% | Added |
| Jump Financial, LLC | 7,528 | $2.70M | 0.07% | +7,528 | New |
| Toroso Investments, LLC | 7,523 | $2.70M | 0.05% | +5,191+222.6% | Added |
| JustInvest LLC | 7,471 | $2.68M | 0.06% | −213−2.8% | Reduced |
| Vestor Capital, LLC | 7,313 | $2.62M | 0.22% | +7,313 | New |
| Vista Wealth Management Group, LLC | 7,311 | $2.62M | 0.20% | 00.0% | Unchanged |
| GTS Securities LLC | 7,217 | $2.59M | 0.07% | −2,678−27.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,200 | $2.58M | 1.78% | +2,850+65.5% | Added |
| SG Americas Securities, LLC | 7,142 | $2.56M | 0.01% | +4,589+179.7% | Added |
| Ratan Capital Management LP | 7,132 | $2.56M | 1.36% | −400−5.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,096 | $2.54M | 0.00% | +1,459+25.9% | Added |
| Exchange Traded Concepts, LLC | 7,086 | $2.54M | 0.07% | +2,493+54.3% | Added |
| Creative Planning | 6,972 | $2.50M | 0.00% | +1,361+24.3% | Added |
| Qsemble Capital Management, LP | 6,956 | $2.49M | 0.55% | +3,874+125.7% | Added |
| Advisor Group Holdings, Inc. | 6,887 | $2.47M | 0.01% | −7,790−53.1% | Reduced |
| iA Global Asset Management Inc. | 6,781 | $2.43M | 0.05% | −9,605−58.6% | Reduced |
| SYSTM Wealth Solutions LLC | 6,750 | $2.42M | 0.31% | +714+11.8% | Added |
| Andra AP-fonden | 6,700 | $2.40M | 0.04% | −14,300−68.1% | Reduced |
| Bokf, NA | 6,734 | $2.40M | 0.04% | +1,135+20.3% | Added |
| EFG Asset Management (North America) Corp. | 6,641 | $2.38M | 0.41% | −3,006−31.2% | Reduced |
| Bayesian Capital Management, LP | 6,629 | $2.38M | 0.23% | +6,629 | New |
| Ethic Inc. | 6,610 | $2.37M | 0.06% | +720+12.2% | Added |
| Stonegate Investment Group, LLC | 6,598 | $2.37M | 0.07% | +232+3.6% | Added |
| CIBC Private Wealth Group, LLC | 6,614 | $2.36M | 0.00% | +104+1.6% | Added |
| Canada Pension Plan Investment Board | 6,484 | $2.33M | 0.00% | −13,726−67.9% | Reduced |
| M&T Bank Corp | 6,414 | $2.30M | 0.01% | +105+1.7% | Added |
| Insight Holdings Group, LLC | 6,400 | $2.30M | 0.06% | +3,700+137.0% | Added |
| BNP Paribas | 6,343 | $2.27M | 0.11% | +6,343 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,113 | $2.19M | 0.03% | +683+12.6% | Added |
| Wealthfront Advisers LLC | 6,095 | $2.19M | 0.01% | +56+0.9% | Added |
| American International Group, Inc. | 6,077 | $2.18M | 0.01% | −13−0.2% | Reduced |
| Optiver Holding B.V. | 6,027 | $2.16M | 0.09% | −3,472−36.6% | Reduced |
| Evolutionary Tree Capital Management, LLC | 5,939 | $2.13M | 2.14% | +1,001+20.3% | Added |
| Maxi Investments CY Ltd | 5,921 | $2.12M | 0.57% | +5,921 | New |
| Independent Financial Group, LLC | 5,828 | $2.09M | 0.10% | −452−7.2% | Reduced |
| Gulf International Bank (UK) Ltd | 5,820 | $2.09M | 0.05% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,814 | $2.09M | 0.03% | +1,661+40.0% | Added |
| Quantinno Capital Management LP | 5,751 | $2.06M | 0.04% | −404−6.6% | Reduced |
| Louisiana State Employees Retirement System | 5,700 | $2.04M | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 5,624 | $2.02M | 0.03% | +10+0.2% | Added |
| Silvant Capital Management LLC | 5,598 | $2.01M | 0.10% | +1,924+52.4% | Added |
| Brighton Jones LLC | 5,512 | $1.98M | 0.07% | −135−2.4% | Reduced |
| Darwin Advisors, LLC | 5,506 | $1.97M | 0.55% | −295−5.1% | Reduced |
| KP Management LLC | 5,500 | $1.97M | 0.85% | −500−8.3% | Reduced |
| Pathstone Holdings, LLC | 5,480 | $1.97M | 0.01% | −489−8.2% | Reduced |
| Oppenheimer & Co Inc | 5,382 | $1.93M | 0.03% | −761−12.4% | Reduced |
| Janney Montgomery Scott LLC | 5,332 | $1.91M | 0.01% | +1,427+36.5% | Added |