MongoDB, Inc.

MDB

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001441816

SEC filings (opens in a new tab)

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, Q2 2024

Institutional positions in MongoDB, Inc. as of Jun 30, 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: 662; −67 vs. Q1 2024
Shares held: 68.0M; +2.49M (+3.8%) vs. Q1 2024
Total value: $17.0B; −$6.49B (−27.6%) vs. Q1 2024
New holders: 84; 244 more added
Sold out: 151; 246 more reduced

8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 662 institutions

Value heldQ2 2024: $17.0B

Institutions holding MDB and their total value by quarter
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, Q2 2024

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q1 2024.

Institutions holding MDB in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
E Fund Management (Hong Kong) Co., Ltd.	1	$0	0.00%	+1	New
Dogwood Wealth Management LLC	0	$2	0.00%	0	Unchanged
FinTrust Capital Advisors, LLC	8	$21	0.00%	+5+166.7%	Added
Hexagon Capital Partners LLC	1	$250	0.00%	−48−98.0%	Reduced
Lynx Investment Advisory	1	$250	0.00%	+1	New
Colonial Trust Co	2	$367	0.00%	−1−33.3%	Reduced
SJS Investment Consulting Inc.	2	$500	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	2	$500	0.00%	+1+100.0%	Added
DiNuzzo Private Wealth, Inc.	3	$750	0.00%	00.0%	Unchanged
WealthCollab, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Winthrop Capital Management, LLC	2	$1.00K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	4	$1.00K	0.00%	+3+300.0%	Added
Sachetta, LLC	5	$1.23K	0.00%	−5−50.0%	Reduced
Wolff Wiese Magana LLC	5	$1.25K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	5	$1.25K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	5	$1.25K	0.00%	+5	New
South State Corp.	6	$1.50K	0.00%	−9−60.0%	Reduced
Caldwell Sutter Capital, Inc.	6	$1.50K	0.00%	00.0%	Unchanged
Park Place Capital Corp	6	$1.50K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	7	$1.75K	0.00%	00.0%	Unchanged
Clear Street Markets LLC	10	$2.00K	0.00%	+10	New
JFS Wealth Advisors, LLC	9	$2.25K	0.00%	−2−18.2%	Reduced
Macroview Investment Management LLC	9	$2.25K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	9	$2.25K	0.00%	+9	New
Berkshire Capital Holdings Inc	10	$2.50K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	10	$2.50K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	10	$2.50K	0.00%	00.0%	Unchanged
CoreCap Advisors, LLC	10	$2.50K	0.00%	+5+100.0%	Added
Gradient Investments LLC	10	$2.50K	0.00%	+8+400.0%	Added
Ridgewood Investments LLC	10	$2.50K	0.00%	+10	New
Planning Capital Management Corp	10	$2.50K	0.00%	+10	New
Salem Investment Counselors Inc	11	$2.75K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	11	$2.75K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	11	$2.75K	0.00%	+6+120.0%	Added
Westside Investment Management, Inc.	12	$3.00K	0.00%	00.0%	Unchanged
Brown Brothers Harriman & Co	12	$3.00K	0.00%	−2,718−99.6%	Reduced
Zions Bancorporation, N.A.	12	$3.00K	0.00%	−7−36.8%	Reduced
NBC Securities, Inc.	16	$3.00K	0.00%	−1−5.9%	Reduced
Addison Advisors LLC	12	$3.00K	0.00%	00.0%	Unchanged
RFP Financial Group LLC	12	$3.00K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	13	$3.18K	0.00%	−86−86.9%	Reduced
Proequities, Inc.	15	$3.75K	0.00%	−86−85.1%	Reduced
Highline Wealth Partners LLC	15	$3.75K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	15	$3.75K	0.00%	00.0%	Unchanged
Baldwin Brothers Inc	16	$4.00K	0.00%	+1+6.7%	Added
CBIZ Investment Advisory Services, LLC	17	$4.25K	0.00%	+17	New
Grove Bank & Trust	18	$4.50K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	18	$4.50K	0.00%	00.0%	Unchanged
Continuum Advisory, LLC	19	$4.75K	0.00%	−6−24.0%	Reduced
Versant Capital Management, Inc	19	$4.75K	0.00%	+10+111.1%	Added
Cullen/Frost Bankers, Inc.	20	$5.00K	0.00%	−133−86.9%	Reduced
HighMark Wealth Management LLC	20	$5.00K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	20	$5.00K	0.00%	00.0%	Unchanged
Creekmur Asset Management LLC	28	$7.00K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	29	$7.25K	0.00%	+29	New
Bell Investment Advisors, Inc	31	$7.75K	0.00%	−4−11.4%	Reduced
Main Street Group, LTD	30	$7.91K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	36	$7.97K	0.00%	−5−12.2%	Reduced
WR Wealth Planners, LLC	33	$8.25K	0.00%	−27−45.0%	Reduced
Northwest Capital Management Inc	38	$9.50K	0.00%	00.0%	Unchanged
Annis Gardner Whiting Capital Advisors, LLC	39	$9.75K	0.00%	00.0%	Unchanged
Rothschild Investment LLC	40	$10.0K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	40	$10.0K	0.00%	+40	New
Liberty One Investment Management, LLC	41	$10.0K	0.00%	−3−6.8%	Reduced
Private Trust Co NA	41	$10.2K	0.00%	−30−42.3%	Reduced
Parkside Financial Bank & Trust	41	$10.2K	0.00%	−31−43.1%	Reduced
Rise Advisors, LLC	42	$10.5K	0.01%	00.0%	Unchanged
St Germain D J Co Inc	43	$10.7K	0.00%	00.0%	Unchanged
Harbour Investments, Inc.	44	$11.0K	0.00%	−32−42.1%	Reduced
Close Asset Management Ltd	45	$11.0K	0.00%	−95−67.9%	Reduced
Plante Moran Financial Advisors, LLC	49	$12.2K	0.00%	+19+63.3%	Added
TD Private Client Wealth LLC	49	$12.2K	0.00%	+44+880.0%	Added
Pittenger & Anderson Inc	49	$12.2K	0.00%	−204−80.6%	Reduced
Front Row Advisors LLC	50	$12.5K	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	50	$12.5K	0.00%	+50	New
GAMMA Investing LLC	52	$13.0K	0.00%	−81−60.9%	Reduced
Western Pacific Wealth Management, LP	55	$13.7K	0.01%	−120−68.6%	Reduced
Harbor Investment Advisory, LLC	59	$14.7K	0.00%	+45+321.4%	Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA	60	$15.0K	0.01%	00.0%	Unchanged
Valley National Advisers Inc	65	$16.0K	0.00%	−23−26.1%	Reduced
Harel Insurance Investments & Financial Services Ltd.	63	$16.0K	0.00%	−16−20.3%	Reduced
Institutional & Family Asset Management, LLC	66	$16.5K	0.00%	−1−1.5%	Reduced
Massmutual Trust Co FSB	67	$16.7K	0.00%	+32+91.4%	Added
Riverview Trust Co	68	$17.0K	0.02%	00.0%	Unchanged
Catalyst Capital Advisors LLC	72	$18.0K	0.00%	+5+7.5%	Added
Mather Group, LLC.	50	$18.1K	0.00%	+34+212.5%	Added
Global Retirement Partners, LLC	76	$19.0K	0.00%	−266−77.8%	Reduced
Capital Advisors, Ltd. LLC	75	$19.0K	0.00%	+8+11.9%	Added
Montag A & Associates Inc	77	$19.3K	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	86	$21.5K	0.00%	−2−2.3%	Reduced
Smartleaf Asset Management LLC	89	$21.7K	0.00%	+44+97.8%	Added
Adirondack Trust Co	88	$22.0K	0.01%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	90	$22.5K	0.01%	00.0%	Unchanged
Avion Wealth	94	$23.0K	0.01%	+78+487.5%	Added
Hilltop National Bank	97	$24.2K	0.01%	00.0%	Unchanged
Financial Avengers, Inc.	100	$25.0K	0.01%	−20−16.7%	Reduced
Beacon Capital Management, LLC	100	$25.0K	0.00%	−5−4.8%	Reduced
Bartlett & Co. Wealth Management LLC	100	$25.0K	0.00%	00.0%	Unchanged
McMahon Financial Advisors, LLC	100	$25.0K	0.01%	+100	New
Tidemark, LLC	106	$26.5K	0.01%	+106	New