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Livermore
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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 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
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 heldQ2 2024: $17.0B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
New York Life Investment Management LLC1,134$283.5K0.00%−124−9.9%Reduced
Fulton Bank, N.A.1,135$283.7K0.01%+81+7.7%Added
Gsa Capital Partners LLP1,158$289.0K0.02%+1,158New
STF Management LP1,159$289.7K0.12%−59−4.8%Reduced
Lido Advisors, LLC1,168$292.0K0.00%−108−8.5%Reduced
Cherry Creek Investment Advisors, Inc.1,182$295.5K0.15%−1,996−62.8%Reduced
Ostrum Asset Management1,190$297.5K0.03%+414+53.4%Added
Eisler Capital (US) LLC1,195$298.7K0.06%+1,195New
Captrust Financial Advisors1,214$303.4K0.00%−143−10.5%Reduced
Values First Advisors, Inc.1,216$303.9K0.18%−74−5.7%Reduced
DC Investments Management, LLC1,229$307.2K0.26%00.0%Unchanged
National Asset Management, Inc.1,242$310.4K0.01%+133+12.0%Added
Venturi Wealth Management, LLC1,242$310.5K0.02%−1,321−51.5%Reduced
Prospera Financial Services Inc1,252$312.9K0.01%+480+62.2%Added
Parallel Advisors, LLC1,256$313.9K0.01%−75−5.6%Reduced
Congress Park Capital LLC1,275$318.7K0.13%+1,275New
Prosperity Wealth Management, Inc.1,300$324.9K0.16%−375−22.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,344$335.9K0.01%+1,140+558.8%Added
Chilton Investment Co LLC1,373$343.2K0.01%+1,373New
Farther Finance Advisors, LLC1,307$344.3K0.02%+571+77.6%Added
Evanson Asset Management, LLC1,387$346.7K0.03%−150−9.8%Reduced
Newbridge Financial Services Group, Inc.1,400$349.9K0.13%+285+25.6%Added
Wetherby Asset Management Inc1,411$352.7K0.02%+214+17.9%Added
Teacher Retirement System of Texas1,413$353.0K0.00%−422−23.0%Reduced
O'Shaughnessy Asset Management, LLC1,417$354.2K0.00%−733−34.1%Reduced
Meiji Yasuda Life Insurance Co1,420$354.9K0.01%−1,080−43.2%Reduced
Vestcor Inc1,421$355.0K0.01%00.0%Unchanged
Independent Advisor Alliance1,440$359.9K0.01%−51−3.4%Reduced
Meiji Yasuda Asset Management Co Ltd.1,450$362.4K0.01%−30−2.0%Reduced
Integrated Wealth Concepts LLC1,455$363.7K0.00%−76−5.0%Reduced
HighPoint Advisor Group LLC1,524$374.0K0.02%−40−2.6%Reduced
CastleKnight Management LP1,500$374.9K0.05%+1,500New
Park Avenue Securities LLC1,528$382.0K0.00%−435−22.2%Reduced
Intellectus Partners, LLC1,530$382.4K0.10%+1,530New
Empowered Funds, LLC1,535$383.7K0.01%+414+36.9%Added
Wintrust Investments LLC1,549$387.0K0.03%+1,549New
Moody National Bank Trust Division1,553$388.2K0.03%+61+4.1%Added
Illinois Municipal Retirement Fund1,556$388.9K0.01%00.0%Unchanged
Signaturefd, LLC1,569$392.2K0.01%−176−10.1%Reduced
Investment Management Corp of Ontario1,591$397.7K0.01%−1,147−41.9%Reduced
nVerses Capital, LLC1,600$399.9K0.24%+1,300+433.3%Added
Veriti Management LLC1,627$406.7K0.03%+52+3.3%Added
L & S Advisors Inc1,642$410.4K0.05%−3,085−65.3%Reduced
Bamco Inc1,656$413.9K0.00%+1+0.1%Added
Cynosure Management, LLC1,674$418.4K0.07%+800+91.5%Added
HM Payson & Co1,674$418.4K0.01%00.0%Unchanged
UniSuper Management Pty Ltd1,700$424.9K0.00%+700+70.0%Added
Meridian Investment Counsel Inc.1,742$435.4K0.14%00.0%Unchanged
QRG Capital Management, Inc.1,794$448.4K0.01%−2,275−55.9%Reduced
Keybank National Association1,802$450.4K0.00%−38−2.1%Reduced
Envestnet Portfolio Solutions, Inc.1,812$452.9K0.00%−652−26.5%Reduced
TD Waterhouse Canada Inc.1,722$453.8K0.00%+310+22.0%Added
Metis Global Partners, LLC1,825$456.2K0.02%+81+4.6%Added
Tyler-Stone Wealth Management1,828$456.9K0.19%00.0%Unchanged
XTX Topco Ltd1,832$457.9K0.04%−552−23.2%Reduced
Joel Isaacson & Co., LLC1,834$458.4K0.02%00.0%Unchanged
Panagora Asset Management Inc1,848$461.9K0.00%−880−32.3%Reduced
Avestar Capital, LLC1,973$493.2K0.05%−89−4.3%Reduced
Atria Investments LLC2,040$509.9K0.01%−1,219−37.4%Reduced
Valmark Advisers, Inc.2,063$515.7K0.01%−51−2.4%Reduced
Commerce Bank2,065$516.2K0.00%+58+2.9%Added
Chicago Capital, LLC2,081$520.2K0.02%−229−9.9%Reduced
Battery Global Advisors, LLC2,091$522.7K0.35%+534+34.3%Added
Hussman Strategic Advisors, Inc.2,100$524.9K0.14%00.0%Unchanged
Octahedron Capital Management L.P.2,100$524.9K0.53%+2,100New
Kestra Advisory Services, LLC2,108$526.9K0.00%−717−25.4%Reduced
Ameritas Investment Partners, Inc.2,130$532.4K0.02%+38+1.8%Added
Man Group plc2,131$532.7K0.00%−43,892−95.4%Reduced
Sherbrooke Park Advisers LLC2,142$535.4K0.09%−2,018−48.5%Reduced
Banque Cantonale Vaudoise2,148$537.0K0.02%+1,167+119.0%Added
Rakuten Investment Management, Inc.2,205$538.4K0.00%+888+67.4%Added
Brown Advisory Inc2,165$541.1K0.00%−19−0.9%Reduced
Qsemble Capital Management, LP2,165$541.2K0.10%−4,791−68.9%Reduced
Prudential PLC2,209$552.2K0.00%−20,704−90.4%Reduced
Harvest Fund Management Co., Ltd2,220$554.0K0.04%−173−7.2%Reduced
Virtu Financial LLC2,220$555.0K0.04%+2,220New
Vident Advisory, LLC2,224$555.7K0.02%+836+60.2%Added
Prudential Financial Inc2,234$558.4K0.00%−230−9.3%Reduced
Strategic Advocates LLC2,246$561.4K0.22%+259+13.0%Added
Assenagon Asset Management S.A.2,247$561.7K0.00%−20,060−89.9%Reduced
Qtron Investments LLC2,253$563.2K0.08%+223+11.0%Added
Federation des caisses Desjardins du Quebec2,257$564.1K0.00%+1,214+116.4%Added
Vinva Investment Management Ltd2,321$566.7K0.03%−1,190−33.9%Reduced
Bank of Nova Scotia2,285$571.2K0.00%−482−17.4%Reduced
Pine Valley Investments Ltd Liability Co2,286$571.4K0.04%+32+1.4%Added
MN Wealth Advisors, LLC2,303$575.7K0.33%+2,303New
Tokio Marine Asset Management Co Ltd2,344$585.9K0.03%+145+6.6%Added
Nicholas Investment Partners, LP2,386$596.4K0.06%−5,648−70.3%Reduced
Frank, Rimerman Advisors LLC2,397$599.2K0.04%+2,397New
RSM US Wealth Management LLC2,291$602.8K0.01%+1,493+187.1%Added
Perigon Wealth Management, LLC2,444$610.9K0.02%−47−1.9%Reduced
Circle Wealth Management, LLC2,449$612.2K0.01%+2,449New
Centaurus Financial, Inc.2,456$614.0K0.04%+149+6.5%Added
CI Private Wealth, LLC2,459$614.6K0.00%−82−3.2%Reduced
David J Yvars Group2,469$617.2K0.39%−175−6.6%Reduced
Headlands Technologies LLC2,488$621.9K0.07%+2,488New
LBMC Investment Advisors, LLC2,500$624.9K0.05%00.0%Unchanged
Omers Administration Corp2,518$629.4K0.01%+2,518New
Carnegie Capital Asset Management, LLC2,539$634.6K0.02%−635−20.0%Reduced
GraniteShares Advisors LLC2,557$639.1K0.21%+1,036+68.1%Added