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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
Cresset Asset Management, LLC2,111$757.3K0.00%−1,251−37.2%Reduced
Two Sigma Advisers, LP2,100$753.1K0.00%−131,300−98.4%Reduced
Hussman Strategic Advisors, Inc.2,100$753.1K0.18%+2,100New
Ameritas Investment Partners, Inc.2,092$750.3K0.03%+23+1.1%Added
Avestar Capital, LLC2,062$739.5K0.08%+186+9.9%Added
Qtron Investments LLC2,030$728.0K0.10%00.0%Unchanged
Commerce Bank2,007$719.8K0.00%+10.0%Added
Marex Group plc2,000$717.3K0.02%−9,019−81.8%Reduced
AXS Investments LLC2,000$717.3K0.17%−600−23.1%Reduced
Artal Group S.A.2,000$717.3K0.02%+1,000+100.0%Added
Baader Bank INC2,000$717.3K0.06%+2,000New
Axq Capital, LP2,000$717.3K0.17%+2,000New
Strategic Advocates LLC1,987$712.6K0.27%+295+17.4%Added
ING Groep NV1,970$706.5K0.00%+1,970New
Park Avenue Securities LLC1,963$704.0K0.01%−204−9.4%Reduced
STRS Ohio1,962$703.0K0.00%+352+21.9%Added
Abn Amro Investment Solutions1,950$699.3K0.01%+1,950New
WoodTrust Financial Corp1,926$690.0K0.11%+1+0.1%Added
Keybank National Association1,840$659.9K0.00%−24−1.3%Reduced
Teacher Retirement System of Texas1,835$658.0K0.00%−1,444−44.0%Reduced
Joel Isaacson & Co., LLC1,834$657.7K0.04%00.0%Unchanged
Tyler-Stone Wealth Management1,828$655.6K0.29%00.0%Unchanged
Bank of Hawaii1,816$651.3K0.03%+602+49.6%Added
Teamwork Financial Advisors, LLC1,802$646.3K0.10%+616+51.9%Added
Degroof Petercam Asset Management1,751$628.0K0.01%00.0%Unchanged
Signaturefd, LLC1,745$625.8K0.01%+63+3.7%Added
Metis Global Partners, LLC1,744$625.5K0.02%−40−2.2%Reduced
Meridian Investment Counsel Inc.1,742$624.8K0.21%00.0%Unchanged
Corton Capital Inc.1,740$624.0K0.23%+536+44.5%Added
Prime Capital Investment Advisors, LLC1,733$621.5K0.01%−78−4.3%Reduced
Prosperity Wealth Management, Inc.1,675$600.7K0.28%+1,170+231.7%Added
HM Payson & Co1,674$600.4K0.01%00.0%Unchanged
Bamco Inc1,655$593.5K0.00%−65−3.8%Reduced
Veriti Management LLC1,575$564.9K0.04%+14+0.9%Added
HighPoint Advisor Group LLC1,564$562.0K0.04%−163−9.4%Reduced
Battery Global Advisors, LLC1,557$558.4K0.45%00.0%Unchanged
EMC Capital Management1,600$558.0K0.33%00.0%Unchanged
Illinois Municipal Retirement Fund1,556$558.0K0.01%00.0%Unchanged
AnglePoint Asset Management Ltd1,554$557.3K1.05%−766−33.0%Reduced
Evanson Asset Management, LLC1,537$551.2K0.04%−150−8.9%Reduced
Integrated Wealth Concepts LLC1,531$549.2K0.01%+188+14.0%Added
GraniteShares Advisors LLC1,521$545.5K0.29%+88+6.1%Added
Moody National Bank Trust Division1,492$535.1K0.04%+46+3.2%Added
Independent Advisor Alliance1,491$534.7K0.02%+97+7.0%Added
Guardian Capital LP1,486$532.9K0.02%+5+0.3%Added
Meiji Yasuda Asset Management Co Ltd.1,480$530.8K0.02%+215+17.0%Added
Strategic Planning Group, LLC1,469$527.2K0.13%+282+23.8%Added
Pier Capital, LLC1,442$517.2K0.07%+20+1.4%Added
Harbert Fund Advisors, Inc.1,425$511.1K0.35%−425−23.0%Reduced
Vestcor Inc1,421$510.0K0.02%−13−0.9%Reduced
Vident Advisory, LLC1,388$498.0K0.01%+24+1.8%Added
BI Asset Management Fondsmaeglerselskab A/S1,374$493.0K0.01%+491+55.6%Added
TD Waterhouse Canada Inc.1,412$491.0K0.00%00.0%Unchanged
Citadel Advisors LLC1,366$489.9K0.00%−42,632−96.9%Reduced
Captrust Financial Advisors1,357$486.5K0.00%−20,278−93.7%Reduced
Los Angeles Capital Management LLC1,351$484.5K0.00%−11,833−89.8%Reduced
Parallel Advisors, LLC1,331$477.4K0.01%+73+5.8%Added
Rakuten Investment Management, Inc.1,317$472.3K0.00%+1,266+2,482.4%Added
Erste Asset Management GmbH1,300$466.4K0.01%+1,300New
Values First Advisors, Inc.1,290$462.5K0.27%−534−29.3%Reduced
Teza Capital Management LLC1,285$460.9K0.06%+139+12.1%Added
Lido Advisors, LLC1,276$457.6K0.00%+778+156.2%Added
New York Life Investment Management LLC1,258$451.2K0.00%+22+1.8%Added
Dakota Wealth Management1,251$448.7K0.01%+730+140.1%Added
DC Investments Management, LLC1,229$440.8K0.37%00.0%Unchanged
Western Wealth Management, LLC1,229$440.8K0.03%+1,229New
STF Management LP1,218$436.8K0.19%+8+0.7%Added
Robertson Stephens Wealth Management, LLC1,200$430.4K0.02%+1,200New
Wetherby Asset Management Inc1,197$429.3K0.02%−22−1.8%Reduced
Belpointe Asset Management LLC1,136$407.4K0.03%+1,136New
Fortis Capital Advisors, LLC1,136$407.4K0.17%+1,136New
Empowered Funds, LLC1,121$402.0K0.01%+482+75.4%Added
Newbridge Financial Services Group, Inc.1,115$399.9K0.17%+220+24.6%Added
Sentry Investment Management LLC1,104$396.0K0.15%00.0%Unchanged
Maverick Capital LtdSuperinvestorMaverick Capital1,097$393.4K0.01%+1,097New
Bleakley Financial Group, LLC1,094$392.4K0.01%+24+2.2%Added
Simplicity Wealth,LLC1,086$389.5K0.01%+1,086New
Plato Investment Management Ltd1,078$386.6K0.04%+866+408.5%Added
National Asset Management, Inc.1,109$383.6K0.01%−1,557−58.4%Reduced
CSS LLC1,069$383.4K0.03%+19+1.8%Added
Federation des caisses Desjardins du Quebec1,043$382.2K0.00%+416+66.3%Added
Insigneo Advisory Services, LLC1,061$380.5K0.05%+67+6.7%Added
Seaport Global Advisors, LLC1,059$379.8K0.77%−912−46.3%Reduced
Fulton Bank, N.A.1,054$378.0K0.02%−126−10.7%Reduced
Armistice Capital, LLC1,053$377.6K0.01%+1,053New
Nisa Investment Advisors, LLC1,050$376.6K0.00%00.0%Unchanged
Spire Wealth Management1,039$372.7K0.01%+641+161.1%Added
Menard Financial Group LLC1,035$371.2K0.31%+1,035New
Bridgefront Capital, LLC1,034$370.8K0.28%+1,034New
We Are One Seven, LLC1,031$369.8K0.02%00.0%Unchanged
Crewe Advisors LLC1,012$362.9K0.04%+1,012New
Steward Partners Investment Advisory, LLC1,011$362.6K0.00%+875+643.4%Added
FDx Advisors, Inc.1,010$362.0K0.05%−6−0.6%Reduced
CloudAlpha Capital Management Limited/Hong Kong1,000$358.6K0.05%−24,400−96.1%Reduced
UniSuper Management Pty Ltd1,000$358.6K0.00%+500+100.0%Added
Mutual of America Capital Management LLC997$357.6K0.00%00.0%Unchanged
Clare Market Investments LLC982$352.2K0.11%+427+76.9%Added
Banque Cantonale Vaudoise981$352.0K0.01%−1,308−57.1%Reduced
Archetype Wealth Partners978$351.0K0.06%+128+15.1%Added
Prosperity Consulting Group, LLC962$345.0K0.04%+962New