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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LRI Investments, LLC | 106 | $26.6K | 0.00% | +106 | New |
| Pension & Wealth Management Advisors, Inc. | 110 | $27.5K | 0.02% | +110 | New |
| Abound Wealth Management | 124 | $31.0K | 0.01% | −1−0.8% | Reduced |
| Sunbelt Securities, Inc. | 125 | $31.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 127 | $31.7K | 0.00% | +30+30.9% | Added |
| Umb Bank N A | 131 | $32.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 131 | $32.7K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 133 | $33.2K | 0.00% | +116+682.4% | Added |
| Quarry LP | 134 | $33.5K | 0.01% | +129+2,580.0% | Added |
| Hantz Financial Services, Inc. | 140 | $35.0K | 0.00% | +119+566.7% | Added |
| DSM Capital Partners LLC | 148 | $37.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 152 | $37.0K | 0.02% | +152 | New |
| Manchester Capital Management LLC | 154 | $38.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 158 | $39.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 163 | $40.7K | 0.00% | +163 | New |
| International Assets Investment Management, LLC | 166 | $41.5K | 0.00% | +166 | New |
| Jamison Private Wealth Management, Inc. | 167 | $41.7K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 168 | $42.0K | 0.02% | +138+460.0% | Added |
| CVA Family Office, LLC | 180 | $45.0K | 0.01% | +1+0.6% | Added |
| Alta Advisers Ltd | 200 | $50.0K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 210 | $52.5K | 0.00% | +82+64.1% | Added |
| Horizon Investments, LLC | 215 | $53.7K | 0.00% | +26+13.8% | Added |
| Huntington National Bank | 215 | $53.7K | 0.00% | −4−1.8% | Reduced |
| Kelly Financial Services LLC | 222 | $55.5K | 0.02% | +103+86.6% | Added |
| EverSource Wealth Advisors, LLC | 220 | $55.5K | 0.00% | −3−1.3% | Reduced |
| Lindbrook Capital, LLC | 238 | $59.5K | 0.01% | −17−6.7% | Reduced |
| First Horizon Advisors, Inc. | 246 | $61.5K | 0.00% | −270−52.3% | Reduced |
| Covestor Ltd | 256 | $64.0K | 0.04% | +45+21.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 245 | $68.2K | 0.00% | −369−60.1% | Reduced |
| Geneos Wealth Management Inc. | 277 | $69.2K | 0.00% | −6−2.1% | Reduced |
| Rakuten Securities, Inc. | 285 | $71.2K | 0.03% | −263−48.0% | Reduced |
| Laurel Wealth Advisors LLC | 303 | $75.7K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 324 | $81.0K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 332 | $83.0K | 0.01% | −382−53.5% | Reduced |
| Advisors Asset Management, Inc. | 358 | $89.5K | 0.00% | +34+10.5% | Added |
| Bessemer Group Inc | 363 | $91.0K | 0.00% | −20−5.2% | Reduced |
| Clearstead Advisors, LLC | 374 | $93.5K | 0.00% | +374 | New |
| Quadrant Capital Group LLC | 375 | $93.7K | 0.01% | −22−5.5% | Reduced |
| Natixis Investment Managers International | 385 | $96.2K | 0.01% | −1,890−83.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $98.1K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 441 | $110.2K | 0.02% | +115+35.3% | Added |
| Ofi Invest Asset Management | 510 | $118.9K | 0.00% | +412+420.4% | Added |
| CSS LLC | 500 | $125.0K | 0.01% | −569−53.2% | Reduced |
| Principal Securities, Inc. | 513 | $128.2K | 0.00% | +154+42.9% | Added |
| Perennial Investment Advisors, LLC | 532 | $133.0K | 0.02% | −58−9.8% | Reduced |
| Transcendent Capital Group LLC | 533 | $133.2K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 549 | $138.2K | 0.00% | −6−1.1% | Reduced |
| Fifth Third Bancorp | 620 | $155.0K | 0.00% | +44+7.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 633 | $158.0K | 0.00% | −741−53.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 637 | $159.2K | 0.00% | +215+50.9% | Added |
| Quest Partners LLC | 640 | $160.0K | 0.02% | +640 | New |
| Jones Financial Companies LLLP | 644 | $161.0K | 0.00% | +601+1,397.7% | Added |
| NVWM, LLC | 670 | $167.5K | 0.04% | +670 | New |
| Financial Perspectives, Inc | 697 | $174.2K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 735 | $183.7K | 0.00% | +360+96.0% | Added |
| Ronald Blue Trust, Inc. | 538 | $192.9K | 0.00% | +113+26.6% | Added |
| Awm Capital, LLC | 804 | $201.0K | 0.03% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 805 | $201.2K | 0.02% | +87+12.1% | Added |
| Northwestern Mutual Wealth Management Co | 811 | $202.7K | 0.00% | +326+67.2% | Added |
| Baird Financial Group, Inc. | 815 | $203.7K | 0.00% | +815 | New |
| Bridgefront Capital, LLC | 817 | $204.2K | 0.09% | −217−21.0% | Reduced |
| Beacon Pointe Advisors, LLC | 830 | $207.4K | 0.00% | −116−12.3% | Reduced |
| Atria Wealth Solutions, Inc. | 831 | $207.7K | 0.00% | +44+5.6% | Added |
| Spence Asset Management | 51,763 | $208.0K | 0.05% | +50,931+6,121.5% | Added |
| Ellevest, Inc. | 839 | $209.7K | 0.01% | −97−10.4% | Reduced |
| Sender Co & Partners, Inc. | 848 | $212.0K | 0.24% | +848 | New |
| Simplicity Wealth,LLC | 849 | $212.2K | 0.00% | −237−21.8% | Reduced |
| Bleakley Financial Group, LLC | 850 | $212.5K | 0.01% | −244−22.3% | Reduced |
| Ossiam | 851 | $212.7K | 0.00% | +37+4.5% | Added |
| Resources Investment Advisors, LLC. | 852 | $212.9K | 0.00% | +852 | New |
| Yousif Capital Management, LLC | 870 | $217.5K | 0.00% | −18−2.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 878 | $219.5K | 0.01% | +552+169.3% | Added |
| Avantax Advisory Services, Inc. | 890 | $222.5K | 0.00% | +890 | New |
| Clare Market Investments LLC | 912 | $228.0K | 0.06% | −70−7.1% | Reduced |
| Tanager Wealth Management LLP | 914 | $228.5K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 943 | $235.7K | 0.02% | +46+5.1% | Added |
| Quent Capital, LLC | 945 | $236.2K | 0.03% | +344+57.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 949 | $237.2K | 0.12% | −1−0.1% | Reduced |
| Inceptionr LLC | 950 | $237.5K | 0.07% | +950 | New |
| Steward Partners Investment Advisory, LLC | 974 | $243.5K | 0.00% | −37−3.7% | Reduced |
| Archetype Wealth Partners | 978 | $244.0K | 0.04% | 00.0% | Unchanged |
| TFB Advisors LLC | 982 | $245.5K | 0.08% | +123+14.3% | Added |
| Mutual of America Capital Management LLC | 997 | $249.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,000 | $250.0K | 0.03% | −12−1.2% | Reduced |
| Levin Capital Strategies, L.P. | 1,000 | $250.0K | 0.03% | +1,000 | New |
| Symmetry Investments LP | 1,000 | $250.0K | 0.03% | +1,000 | New |
| Eqis Capital Management, Inc. | 1,002 | $250.5K | 0.02% | −1,242−55.3% | Reduced |
| Erste Asset Management GmbH | 1,030 | $251.5K | 0.00% | −270−20.8% | Reduced |
| Sentry Investment Management LLC | 1,034 | $258.0K | 0.11% | −70−6.3% | Reduced |
| Natixis | 1,034 | $258.5K | 0.00% | −7,664−88.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,050 | $262.5K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 1,050 | $262.5K | 0.05% | +1,050 | New |
| We Are One Seven, LLC | 1,063 | $265.7K | 0.01% | +32+3.1% | Added |
| Stephens Inc | 1,071 | $267.7K | 0.00% | +237+28.4% | Added |
| Plato Investment Management Ltd | 1,078 | $269.5K | 0.03% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,086 | $271.5K | 0.01% | −165−13.2% | Reduced |
| Group One Trading, L.P. | 1,097 | $274.2K | 0.01% | −1,123−50.6% | Reduced |
| IFP Advisors, Inc | 1,100 | $275.0K | 0.01% | −3,654−76.9% | Reduced |
| Western Wealth Management, LLC | 1,114 | $278.5K | 0.02% | −115−9.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,131 | $282.7K | 0.00% | −602−34.7% | Reduced |