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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
Huntington National Bank219$78.5K0.00%+109+99.1%Added
Traynor Capital Management, Inc.218$78.4K0.01%+218New
Covestor Ltd211$76.0K0.05%−258−55.0%Reduced
Acadian Asset Management LLC207$74.0K0.00%−139,071−99.9%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC204$73.2K0.00%+194+1,940.0%Added
Alta Advisers Ltd200$71.7K0.04%00.0%Unchanged
Horizon Investments, LLC189$67.8K0.00%+143+310.9%Added
CVA Family Office, LLC179$64.2K0.01%+1+0.6%Added
Western Pacific Wealth Management, LP175$62.8K0.05%+120+218.2%Added
Jamison Private Wealth Management, Inc.167$59.9K0.01%−12−6.7%Reduced
Oliver Lagore Vanvalin Investment Group165$59.2K0.02%+153+1,275.0%Added
Livforsakringsbolaget Skandia, Omsesidigt158$56.6K0.00%00.0%Unchanged
Manchester Capital Management LLC154$55.2K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.153$54.9K0.00%+38+33.0%Added
DSM Capital Partners LLC148$53.1K0.00%00.0%Unchanged
Credit Agricole S A155$52.0K0.00%−2,508−94.2%Reduced
Close Asset Management Ltd140$50.0K0.00%+140New
GAMMA Investing LLC133$47.7K0.01%+9+7.3%Added
Central Trust Co131$47.0K0.00%+8+6.5%Added
Umb Bank N A131$47.0K0.00%00.0%Unchanged
Cambridge Trust Co130$46.6K0.00%00.0%Unchanged
Westpac Banking Corp128$45.9K0.00%00.0%Unchanged
Sunbelt Securities, Inc.125$44.8K0.01%+76+155.1%Added
Abound Wealth Management125$44.7K0.02%+1+0.8%Added
Financial Avengers, Inc.120$42.7K0.02%00.0%Unchanged
Kelly Financial Services LLC119$42.7K0.02%+111+1,387.5%Added
Point72 Hong Kong Ltd119$42.6K0.00%+119New
Beacon Capital Management, LLC105$37.7K0.01%−4−3.7%Reduced
Proequities, Inc.101$36.2K0.00%−69−40.6%Reduced
Bartlett & Co. Wealth Management LLC100$35.9K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC100$35.9K0.00%+100New
Stone House Investment Management, LLC100$35.9K0.01%+100New
Raleigh Capital Management Inc.99$35.5K0.02%−83−45.6%Reduced
Sandy Spring Bank97$34.8K0.00%+12+14.1%Added
Hilltop National Bank97$34.8K0.01%+97New
AlphaCentric Advisors LLC93$33.4K0.02%−13−12.3%Reduced
Ofi Invest Asset Management98$32.5K0.00%+23+30.7%Added
Carmichael Hill & Associates, Inc.90$32.3K0.01%00.0%Unchanged
JJJ Advisors Inc.88$31.6K0.01%+2+2.3%Added
Adirondack Trust Co88$31.6K0.01%00.0%Unchanged
Valley National Advisers Inc88$31.0K0.00%−509−85.3%Reduced
Harel Insurance Investments & Financial Services Ltd.79$28.0K0.00%−4−4.8%Reduced
Montag A & Associates Inc77$27.5K0.00%−1−1.3%Reduced
Harbour Investments, Inc.76$27.3K0.00%+43+130.3%Added
Parkside Financial Bank & Trust72$25.8K0.00%−56−43.8%Reduced
Private Trust Co NA71$25.5K0.00%+2+2.9%Added
Riverview Trust Co68$24.4K0.02%+68New
Institutional & Family Asset Management, LLC67$24.0K0.00%+33+97.1%Added
Catalyst Capital Advisors LLC67$24.0K0.00%+67New
Capital Advisors, Ltd. LLC67$24.0K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$21.5K0.01%00.0%Unchanged
WR Wealth Planners, LLC60$21.5K0.01%+60New
Benjamin Edwards Inc52$19.0K0.00%+52New
Front Row Advisors LLC50$17.9K0.01%00.0%Unchanged
Hexagon Capital Partners LLC49$17.6K0.00%+1+2.1%Added
Smartleaf Asset Management LLC45$16.1K0.00%+15+50.0%Added
Liberty One Investment Management, LLC44$15.8K0.00%+1+2.3%Added
St Germain D J Co Inc43$15.4K0.00%00.0%Unchanged
Jones Financial Companies LLLP43$15.4K0.00%+42+4,200.0%Added
Rise Advisors, LLC42$15.1K0.01%+17+68.0%Added
Cornerstone Planning Group LLC41$14.9K0.00%+7+20.6%Added
Rothschild Investment LLC40$14.3K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC40$14.3K0.00%00.0%Unchanged
Meeder Asset Management Inc39$14.0K0.00%+39New
Annis Gardner Whiting Capital Advisors, LLC39$14.0K0.01%+39New
Northwest Capital Management Inc38$13.6K0.00%00.0%Unchanged
Bell Investment Advisors, Inc35$12.6K0.00%+1+2.9%Added
Massmutual Trust Co FSB35$12.6K0.00%+11+45.8%Added
Washington Trust Advisors, Inc.31$11.1K0.00%+19+158.3%Added
Plante Moran Financial Advisors, LLC30$10.8K0.00%−1−3.2%Reduced
Bogart Wealth, LLC30$10.8K0.00%+30New
First Financial Corp30$10.8K0.01%−100−76.9%Reduced
Main Street Group, LTD30$10.7K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna30$10.3K0.00%−404−93.1%Reduced
REAP Financial Group, LLC28$10.1K0.00%+2+7.7%Added
Creekmur Asset Management LLC28$10.0K0.00%+28New
BIT Capital GmbH28$10.0K0.00%+28New
Continuum Advisory, LLC25$8.87K0.00%+25New
Hantz Financial Services, Inc.21$8.00K0.00%00.0%Unchanged
Vima LLC34$7.93K0.01%+12+54.5%Added
Sofos Investments, Inc.22$7.68K0.00%+18+450.0%Added
HighMark Wealth Management LLC20$7.17K0.00%00.0%Unchanged
Private Wealth Management Group, LLC20$7.17K0.00%+20New
Zions Bancorporation, N.A.19$6.81K0.00%−5−20.8%Reduced
Mather Group, LLC.16$6.72K0.00%+16New
Grove Bank & Trust18$6.46K0.00%00.0%Unchanged
Sound Income Strategies, LLC18$6.46K0.00%+14+350.0%Added
J.Safra Asset Management Corp17$6.10K0.00%+17New
NBC Securities, Inc.17$6.00K0.00%00.0%Unchanged
Avion Wealth16$6.00K0.00%+1+6.7%Added
Baldwin Brothers Inc15$5.38K0.00%−500−97.1%Reduced
Tower View Investment Management & Research LLC15$5.38K0.00%00.0%Unchanged
South State Corp.15$5.38K0.00%+15New
Highline Wealth Partners LLC15$5.38K0.00%+15New
Harbor Investment Advisory, LLC14$5.02K0.00%+14New
RFP Financial Group LLC12$4.30K0.00%00.0%Unchanged
Addison Advisors LLC12$4.30K0.00%+12New
Westside Investment Management, Inc.12$4.27K0.00%00.0%Unchanged
Sachetta, LLC10$4.09K0.00%00.0%Unchanged
Salem Investment Counselors Inc11$3.95K0.00%−15−57.7%Reduced