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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 11 | $3.95K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 11 | $3.95K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $3.59K | 0.00% | −20−66.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $3.59K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $3.59K | 0.00% | +10 | New |
| Macroview Investment Management LLC | 9 | $3.23K | 0.00% | −16−64.0% | Reduced |
| Versant Capital Management, Inc | 9 | $3.23K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 11 | $3.00K | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 7 | $2.51K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 7 | $2.51K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $2.15K | 0.00% | −2−25.0% | Reduced |
| Park Place Capital Corp | 6 | $2.15K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.79K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 5 | $1.79K | 0.00% | −21−80.8% | Reduced |
| AdvisorNet Financial, Inc | 5 | $1.79K | 0.00% | −2−28.6% | Reduced |
| Raffa Wealth Management, LLC | 5 | $1.79K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $1.79K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 5 | $1.79K | 0.00% | +5 | New |
| WealthCollab, LLC | 4 | $1.44K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4 | $1.44K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 3 | $1.43K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $1.08K | 0.00% | −1−25.0% | Reduced |
| Johnson Financial Group, Inc. | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | −7−87.5% | Reduced |
| Winthrop Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 4 | $1.00K | 0.00% | +4 | New |
| Colonial Trust Co | 3 | $963 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 2 | $718 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $718 | 0.00% | +1+100.0% | Added |
| Gradient Investments LLC | 2 | $717 | 0.00% | −2−50.0% | Reduced |
| MV Capital Management, Inc. | 1 | $359 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1 | $359 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $359 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $359 | 0.00% | +1 | New |
| Anfield Capital Management, LLC | 1 | $359 | 0.00% | +1 | New |
| FinTrust Capital Advisors, LLC | 3 | $12 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Dorsal Capital Management, LLC | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −70,009−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −65,519−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −54,024−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −50,208−100.0% | Sold out |
| Avala Global LP | 0 | $0 | 0.00% | −36,600−100.0% | Sold out |
| Tenere Capital LLC | 0 | $0 | 0.00% | −29,144−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −27,689−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −25,793−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −18,159−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −16,347−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −14,004−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,713−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −9,674−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −9,620−100.0% | Sold out |
| Strategic Vision Investment Ltd | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −8,314−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −7,757−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −7,517−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −7,392−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −6,315−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Flight Deck Capital, LP | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −4,568−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −4,178−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −4,127−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −3,661−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −2,596−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −13,815−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −2,424−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −2,238−100.0% | Sold out |
| Tybourne Capital Management (HK) Ltd | 0 | $0 | 0.00% | −1,959−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −1,895−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −1,757−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −1,412−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,367−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Riverstone Advisors, LLC | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |