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 |
|---|---|---|---|---|---|
| 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 |
| Profund Advisors LLC | 5,279 | $1.89M | 0.07% | −243−4.4% | Reduced |
| Azzad Asset Management Inc | 5,214 | $1.87M | 0.22% | +4,519+650.2% | Added |
| Mercer Global Advisors Inc | 5,206 | $1.87M | 0.01% | −6,998−57.3% | Reduced |
| Aigen Investment Management, LP | 5,142 | $1.84M | 0.40% | +613+13.5% | Added |
| Alps Advisors Inc | 5,070 | $1.82M | 0.01% | +448+9.7% | Added |
| Maryland State Retirement & Pension System | 5,206 | $1.80M | 0.04% | 00.0% | Unchanged |
| 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 |
| Aft, Forsyth & Company, Inc. | 4,987 | $1.79M | 1.02% | +450+9.9% | Added |
| Bridgeway Capital Management, LLC | 4,800 | $1.72M | 0.04% | −2,300−32.4% | Reduced |
| United Capital Financial Advisers, LLC | 4,798 | $1.72M | 0.01% | −557−10.4% | Reduced |
| Summit Global Investments | 4,771 | $1.71M | 0.13% | −197−4.0% | Reduced |
| IFP Advisors, Inc | 4,754 | $1.70M | 0.07% | +310+7.0% | Added |
| L & S Advisors Inc | 4,727 | $1.70M | 0.19% | +1,371+40.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,613 | $1.65M | 0.02% | +200+4.5% | Added |
| Pacer Advisors, Inc. | 4,610 | $1.65M | 0.00% | +978+26.9% | Added |
| Amalgamated Bank | 4,563 | $1.64M | 0.01% | −3,263−41.7% | Reduced |
| Red Spruce Capital, LLC | 4,533 | $1.63M | 0.75% | +4+0.1% | Added |
| Princeton Capital Management LLC | 4,505 | $1.62M | 0.58% | +149+3.4% | Added |
| 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 |
| F/M Investments LLC | 4,439 | $1.59M | 1.08% | −24−0.5% | Reduced |
| Winton Group Ltd | 4,327 | $1.55M | 0.11% | +161+3.9% | Added |
| Simplex Trading, LLC | 4,318 | $1.55M | 0.05% | −35,929−89.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,249 | $1.52M | 0.01% | −336−7.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,226 | $1.52M | 0.00% | +1,480+53.9% | Added |
| Prelude Capital Management, LLC | 4,187 | $1.50M | 0.10% | +2,788+199.3% | Added |
| Ieq Capital, LLC | 4,169 | $1.50M | 0.02% | −557−11.8% | Reduced |
| Sherbrooke Park Advisers LLC | 4,160 | $1.49M | 0.29% | +2,690+183.0% | Added |
| Mackenzie Financial Corp | 4,152 | $1.49M | 0.00% | −1,262−23.3% | Reduced |
| MetLife Investment Management | 4,118 | $1.48M | 0.01% | +60+1.5% | Added |
| Diversified Trust Co | 4,111 | $1.47M | 0.04% | +657+19.0% | Added |
| QRG Capital Management, Inc. | 4,069 | $1.46M | 0.02% | −8,580−67.8% | Reduced |
| TriaGen Wealth Management LLC | 4,000 | $1.43M | 0.60% | −4,032−50.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,980 | $1.43M | 0.03% | −3,316−45.4% | Reduced |
| Emerald Advisers, LLC | 3,947 | $1.42M | 0.06% | −822−17.2% | Reduced |
| Silicon Valley Community Foundation | 3,927 | $1.41M | 0.05% | −66−1.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,870 | $1.39M | 0.03% | −46−1.2% | Reduced |
| Vontobel Holding Ltd. | 3,672 | $1.32M | 0.01% | +98+2.7% | Added |
| US Bancorp | 3,595 | $1.29M | 0.00% | −552−13.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 3,591 | $1.29M | 0.39% | −3,190−47.0% | Reduced |
| Lazard Asset Management LLC | 3,568 | $1.28M | 0.00% | −1,829−33.9% | Reduced |
| Vinva Investment Management Ltd | 3,511 | $1.26M | 0.07% | −2,247−39.0% | Reduced |
| AE Wealth Management LLC | 3,506 | $1.26M | 0.01% | −1,055−23.1% | Reduced |
| Swiss Life Asset Management Ltd | 3,492 | $1.25M | 0.02% | −3,974−53.2% | Reduced |
| MAI Capital Management | 3,404 | $1.22M | 0.01% | −528−13.4% | Reduced |
| Calamos Advisors LLC | 3,392 | $1.22M | 0.01% | −9,737−74.2% | Reduced |
| Engineers Gate Manager LP | 3,357 | $1.20M | 0.03% | −9,486−73.9% | Reduced |
| Atria Investments LLC | 3,259 | $1.17M | 0.02% | +39+1.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,178 | $1.14M | 0.62% | −11−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,174 | $1.14M | 0.04% | +1,048+49.3% | Added |
| Banco Santander, S.A. | 3,128 | $1.12M | 0.01% | 00.0% | Unchanged |
| Estate Counselors, LLC | 3,115 | $1.12M | 0.13% | +3,115 | New |
| Central Pacific Bank - Trust Division | 3,026 | $1.08M | 0.13% | +3,026 | New |
| 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 |
| Yarbrough Capital, LLC | 2,977 | $1.07M | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,946 | $1.06M | 0.14% | +1,752+146.7% | Added |
| Graham Capital Management, L.P. | 2,939 | $1.05M | 0.03% | −202−6.4% | Reduced |
| CWM, LLC | 2,894 | $1.04M | 0.01% | +214+8.0% | Added |
| Harbor Capital Advisors, Inc. | 2,837 | $1.02M | 0.13% | +58+2.1% | Added |
| Kestra Advisory Services, LLC | 2,825 | $1.01M | 0.01% | +1,122+65.9% | Added |
| New England Research & Management, Inc. | 2,785 | $999.0K | 0.49% | +1,755+170.4% | Added |
| Bank of Nova Scotia | 2,767 | $992.4K | 0.00% | −466−14.4% | Reduced |
| Investment Management Corp of Ontario | 2,738 | $982.0K | 0.03% | +1,047+61.9% | Added |
| Brown Brothers Harriman & Co | 2,730 | $979.1K | 0.01% | −235−7.9% | Reduced |
| Panagora Asset Management Inc | 2,728 | $978.4K | 0.01% | 00.0% | Unchanged |
| David J Yvars Group | 2,644 | $948.2K | 0.64% | −30−1.1% | Reduced |
| Venturi Wealth Management, LLC | 2,563 | $919.2K | 0.06% | −24−0.9% | Reduced |
| CI Private Wealth, LLC | 2,541 | $911.3K | 0.00% | +210+9.0% | Added |
| 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 |
| Perigon Wealth Management, LLC | 2,491 | $893.4K | 0.03% | −357−12.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,464 | $883.7K | 0.00% | +285+13.1% | Added |
| Prudential Financial Inc | 2,464 | $883.7K | 0.00% | −1,519−38.1% | Reduced |
| Davenport & Co LLC | 2,428 | $870.8K | 0.01% | +2,428 | New |
| Harvest Fund Management Co., Ltd | 2,393 | $858.0K | 0.08% | +1,005+72.4% | Added |
| Penserra Capital Management LLC | 2,392 | $857.0K | 0.01% | +1,034+76.1% | Added |
| XTX Topco Ltd | 2,384 | $855.0K | 0.12% | +469+24.5% | Added |
| Motley Fool Asset Management LLC | 2,379 | $853.2K | 0.06% | +1,052+79.3% | Added |
| Private Advisor Group, LLC | 2,365 | $848.2K | 0.01% | −1,736−42.3% | Reduced |
| NEOS Investment Management LLC | 2,317 | $831.0K | 0.05% | −42−1.8% | Reduced |
| Chicago Capital, LLC | 2,310 | $828.5K | 0.03% | +994+75.5% | Added |
| Centaurus Financial, Inc. | 2,307 | $827.0K | 0.06% | +7+0.3% | Added |
| Alberta Investment Management Corp | 2,300 | $824.9K | 0.01% | 00.0% | Unchanged |
| Western Financial Corp | 2,278 | $817.0K | 0.50% | +640+39.1% | Added |
| Natixis Investment Managers International | 2,275 | $815.9K | 0.06% | −600−20.9% | Reduced |
| Wedbush Securities Inc | 2,269 | $814.0K | 0.03% | +1,054+86.7% | Added |
| Element Capital Management LLC | 2,257 | $809.5K | 0.54% | +2,257 | New |
| Pine Valley Investments Ltd Liability Co | 2,254 | $808.4K | 0.06% | +124+5.8% | Added |
| Eqis Capital Management, Inc. | 2,244 | $804.7K | 0.06% | +266+13.4% | Added |
| Group One Trading, L.P. | 2,220 | $796.2K | 0.03% | +2,220 | New |
| Tokio Marine Asset Management Co Ltd | 2,199 | $788.6K | 0.04% | +142+6.9% | Added |
| Brown Advisory Inc | 2,184 | $783.3K | 0.00% | +42+2.0% | Added |
| Jackson Square Capital, LLC | 2,177 | $780.8K | 0.20% | +110+5.3% | Added |
| O'Shaughnessy Asset Management, LLC | 2,150 | $771.1K | 0.01% | +385+21.8% | Added |
| Capstone Investment Advisors, LLC | 2,138 | $766.8K | 0.01% | +2,138 | New |
| Valmark Advisers, Inc. | 2,114 | $758.2K | 0.01% | −57−2.6% | Reduced |