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.
| 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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 955 | $342.5K | 0.01% | +68+7.7% | Added |
| Balentine LLC | 952 | $341.4K | 0.01% | +316+49.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 950 | $340.7K | 0.19% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 946 | $339.2K | 0.00% | −23−2.4% | Reduced |
| Stratos Wealth Partners, LTD. | 936 | $336.0K | 0.01% | +223+31.3% | Added |
| Ellevest, Inc. | 936 | $335.7K | 0.02% | −6−0.6% | Reduced |
| Tanager Wealth Management LLP | 914 | $327.8K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 897 | $321.7K | 0.02% | −59−6.2% | Reduced |
| TFB Advisors LLC | 859 | $320.7K | 0.12% | +859 | New |
| SpiderRock Advisors, LLC | 897 | $319.7K | 0.01% | +897 | New |
| Yousif Capital Management, LLC | 888 | $318.5K | 0.00% | +96+12.1% | Added |
| Cynosure Management, LLC | 874 | $313.5K | 0.06% | +874 | New |
| Stephens Inc | 834 | $299.1K | 0.00% | −336−28.7% | Reduced |
| Spence Asset Management | 832 | $298.0K | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 822 | $294.7K | 0.00% | +16+2.0% | Added |
| HB Wealth Management, LLC | 821 | $294.4K | 0.00% | +16+2.0% | Added |
| Virtue Capital Management, LLC | 825 | $293.9K | 0.05% | +825 | New |
| Ossiam | 814 | $291.9K | 0.01% | −160−16.4% | Reduced |
| Awm Capital, LLC | 804 | $288.3K | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 798 | $286.2K | 0.01% | −251−23.9% | Reduced |
| Atria Wealth Solutions, Inc. | 787 | $282.3K | 0.00% | −3−0.4% | Reduced |
| Ostrum Asset Management | 776 | $278.3K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 772 | $276.9K | 0.01% | −43−5.3% | Reduced |
| Versor Investments LP | 760 | $272.6K | 0.06% | +760 | New |
| Oversea-Chinese Banking CORP Ltd | 759 | $272.2K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 750 | $269.0K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 745 | $267.2K | 0.06% | 00.0% | Unchanged |
| MWA Asset Management | 737 | $264.3K | 0.19% | −196−21.0% | Reduced |
| Everhart Financial Group, Inc. | 737 | $264.3K | 0.08% | +4+0.5% | Added |
| Oracle Alpha Inc. | 733 | $262.9K | 0.47% | +207+39.4% | Added |
| Farther Finance Advisors, LLC | 736 | $261.9K | 0.02% | +7+1.0% | Added |
| Cigna Investments Inc | 727 | $261.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 729 | $261.0K | 0.00% | +539+283.7% | Added |
| ICICI Prudential Asset Management Co Ltd | 718 | $257.5K | 0.03% | +26+3.8% | Added |
| Paloma Partners Management Co | 714 | $256.1K | 0.04% | +714 | New |
| Appleton Partners Inc | 712 | $255.0K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 711 | $255.0K | 0.01% | +10+1.4% | Added |
| Mayflower Financial Advisors, LLC | 698 | $250.3K | 0.04% | −18−2.5% | Reduced |
| Financial Perspectives, Inc | 697 | $250.0K | 0.09% | 00.0% | Unchanged |
| Nwam LLC | 703 | $249.8K | 0.02% | −23−3.2% | Reduced |
| Sapient Capital LLC | 689 | $247.1K | 0.01% | −284−29.2% | Reduced |
| E&G Advisors, LP | 685 | $245.7K | 0.08% | +685 | New |
| EP Wealth Advisors, LLC | 680 | $243.9K | 0.00% | +15+2.3% | Added |
| Zega Financial, LLC | 673 | $241.4K | 0.10% | +27+4.2% | Added |
| Wrapmanager Inc | 670 | $240.3K | 0.07% | +670 | New |
| Tudor Investment Corp Et Al | 651 | $233.5K | 0.00% | +651 | New |
| American Planning Services, Inc. | 649 | $232.8K | 0.17% | 00.0% | Unchanged |
| Wealth Alliance | 647 | $232.0K | 0.03% | +30+4.9% | Added |
| Hamilton Point Investment Advisors, LLC | 643 | $230.6K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 639 | $229.2K | 0.02% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 635 | $227.7K | 0.04% | −10−1.6% | Reduced |
| Whalen Wealth Management Inc. | 633 | $227.0K | 0.17% | +633 | New |
| Mount Lucas Management LP | 628 | $225.2K | 0.08% | −57−8.3% | Reduced |
| NewEdge Wealth, LLC | 609 | $221.2K | 0.00% | +609 | New |
| Norinchukin Bank, The | 615 | $220.6K | 0.01% | −23−3.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 614 | $220.2K | 0.00% | −674−52.3% | Reduced |
| New Century Financial Group, LLC | 610 | $218.8K | 0.15% | +53+9.5% | Added |
| Wealthcare Advisory Partners LLC | 605 | $217.0K | 0.01% | −84−12.2% | Reduced |
| E Fund Management Co., Ltd. | 604 | $216.6K | 0.01% | −2,126−77.9% | Reduced |
| Quent Capital, LLC | 601 | $215.5K | 0.03% | +79+15.1% | Added |
| Concurrent Investment Advisors, LLC | 598 | $214.4K | 0.01% | −122−16.9% | Reduced |
| CAPROCK Group, Inc. | 597 | $214.1K | 0.01% | +60+11.2% | Added |
| Boussard & Gavaudan Investment Management LLP | 588 | $212.1K | 0.03% | +588 | New |
| Perennial Investment Advisors, LLC | 590 | $211.6K | 0.03% | +100+20.4% | Added |
| Laidlaw Wealth Management LLC | 585 | $209.8K | 0.12% | +585 | New |
| Fifth Third Bancorp | 576 | $206.6K | 0.00% | +47+8.9% | Added |
| Gotham Asset Management, LLC | 575 | $206.2K | 0.00% | −1,302−69.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 572 | $205.1K | 0.02% | −34−5.6% | Reduced |
| Crossmark Global Holdings, Inc. | 569 | $204.0K | 0.00% | +569 | New |
| BluePath Capital Management, LLC | 566 | $203.0K | 0.16% | +566 | New |
| Coastal Investment Advisors, Inc. | 563 | $201.9K | 0.04% | +44+8.5% | Added |
| Allworth Financial LP | 555 | $199.2K | 0.00% | +35+6.7% | Added |
| Rakuten Securities, Inc. | 548 | $196.5K | 0.09% | −12,383−95.8% | Reduced |
| Transcendent Capital Group LLC | 533 | $191.2K | 0.11% | +473+788.3% | Added |
| First Horizon Advisors, Inc. | 516 | $185.1K | 0.01% | +232+81.7% | Added |
| West Tower Group, LLC | 500 | $179.3K | 0.54% | +500 | New |
| Northwestern Mutual Wealth Management Co | 485 | $174.3K | 0.00% | +56+13.1% | Added |
| Icon Wealth Advisors, LLC | 446 | $160.0K | 0.01% | +49+12.3% | Added |
| Truvestments Capital LLC | 428 | $153.5K | 0.06% | −37−8.0% | Reduced |
| Ronald Blue Trust, Inc. | 425 | $152.4K | 0.00% | +342+412.0% | Added |
| Edmond de Rothschild Holding S.A. | 422 | $151.3K | 0.00% | +221+110.0% | Added |
| Quadrant Capital Group LLC | 397 | $142.4K | 0.01% | −15−3.6% | Reduced |
| Bessemer Group Inc | 383 | $137.0K | 0.00% | +24+6.7% | Added |
| Shell Asset Management Co | 546 | $136.0K | 0.01% | −497−47.7% | Reduced |
| GWM Advisors LLC | 375 | $134.5K | 0.00% | −489−56.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $129.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 359 | $128.8K | 0.00% | +25+7.5% | Added |
| Global Retirement Partners, LLC | 342 | $122.7K | 0.00% | +229+202.7% | Added |
| Emerald Mutual Fund Advisers Trust | 326 | $116.9K | 0.01% | −210−39.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 326 | $116.9K | 0.01% | +185+131.2% | Added |
| Advisors Asset Management, Inc. | 324 | $116.2K | 0.00% | +37+12.9% | Added |
| Provenance Wealth Advisors, LLC | 324 | $116.2K | 0.02% | +124+62.0% | Added |
| EntryPoint Capital, LLC | 310 | $111.2K | 0.10% | +310 | New |
| Laurel Wealth Advisors LLC | 303 | $108.7K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 300 | $107.6K | 0.26% | +300 | New |
| Geneos Wealth Management Inc. | 283 | $101.5K | 0.00% | +6+2.2% | Added |
| Lindbrook Capital, LLC | 255 | $91.5K | 0.01% | +8+3.2% | Added |
| Cutler Group LP | 256 | $91.0K | 0.05% | −1,118−81.4% | Reduced |
| Pittenger & Anderson Inc | 253 | $90.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 223 | $81.4K | 0.01% | −3−1.3% | Reduced |