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 |
|---|---|---|---|---|---|
| New England Research & Management, Inc. | 2,630 | $657.0K | 0.32% | −155−5.6% | Reduced |
| Wedbush Securities Inc | 2,739 | $685.0K | 0.02% | +470+20.7% | Added |
| M&T Bank Corp | 2,792 | $697.4K | 0.00% | −3,622−56.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,852 | $712.9K | 0.00% | −1,374−32.5% | Reduced |
| Brandywine Managers, LLC | 2,859 | $714.6K | 0.76% | +2,859 | New |
| Yarbrough Capital, LLC | 2,977 | $744.1K | 0.03% | 00.0% | Unchanged |
| MYDA Advisors LLC | 3,000 | $749.9K | 0.23% | −1,500−33.3% | Reduced |
| E. Ohman J:or Asset Management AB | 3,000 | $749.9K | 0.02% | 00.0% | Unchanged |
| Pier Capital, LLC | 3,064 | $765.9K | 0.11% | +1,622+112.5% | Added |
| NEOS Investment Management LLC | 3,065 | $766.1K | 0.03% | +748+32.3% | Added |
| Lazard Asset Management LLC | 3,112 | $777.0K | 0.00% | −456−12.8% | Reduced |
| CWM, LLC | 3,113 | $778.0K | 0.00% | +219+7.6% | Added |
| Estate Counselors, LLC | 3,115 | $778.6K | 0.09% | 00.0% | Unchanged |
| Banco Santander, S.A. | 3,128 | $781.9K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,278 | $819.4K | 0.00% | −2,817−46.2% | Reduced |
| Snowden Capital Advisors LLC | 3,297 | $824.1K | 0.02% | −19,153−85.3% | Reduced |
| Baader Bank INC | 3,327 | $825.7K | 0.06% | +1,327+66.4% | Added |
| WoodTrust Financial Corp | 3,350 | $837.0K | 0.13% | +1,424+73.9% | Added |
| Motley Fool Asset Management LLC | 3,186 | $839.5K | 0.06% | +807+33.9% | Added |
| Davenport & Co LLC | 3,374 | $843.4K | 0.01% | +946+39.0% | Added |
| Optiver Holding B.V. | 3,478 | $869.4K | 0.02% | −2,549−42.3% | Reduced |
| Nebula Research & Development LLC | 3,540 | $884.9K | 0.14% | +3,540 | New |
| US Bancorp | 3,545 | $886.1K | 0.00% | −50−1.4% | Reduced |
| Harbor Capital Advisors, Inc. | 3,579 | $895.0K | 0.07% | +742+26.2% | Added |
| Firsthand Capital Management, Inc. | 4,000 | $901.8K | 2.03% | −1,000−20.0% | Reduced |
| Acadian Asset Management LLC | 3,679 | $916.0K | 0.00% | +3,472+1,677.3% | Added |
| Teamwork Financial Advisors, LLC | 3,669 | $917.1K | 0.14% | +1,867+103.6% | Added |
| EMC Capital Management | 3,600 | $953.0K | 0.55% | +2,000+125.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,823 | $956.0K | 0.00% | −426−10.0% | Reduced |
| Silicon Valley Community Foundation | 3,868 | $966.8K | 0.04% | −59−1.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,891 | $973.0K | 0.02% | +21+0.5% | Added |
| Washington Harbour Partners LP | 3,900 | $974.8K | 1.70% | +3,900 | New |
| Advisory Services Network, LLC | 3,910 | $977.3K | 0.02% | −4,011−50.6% | Reduced |
| Credit Agricole S A | 3,919 | $979.6K | 0.01% | +3,764+2,428.4% | Added |
| Jump Financial, LLC | 3,979 | $994.6K | 0.02% | −3,549−47.1% | Reduced |
| Andar Capital Management HK Ltd | 4,000 | $999.8K | 1.39% | −19,100−82.7% | Reduced |
| Swiss Life Asset Management Ltd | 4,016 | $1.00M | 0.01% | +524+15.0% | Added |
| Artal Group S.A. | 4,021 | $1.01M | 0.03% | +2,021+101.1% | Added |
| Susquehanna International Group, LLP | 4,127 | $1.03M | 0.00% | −18,538−81.8% | Reduced |
| Winton Group Ltd | 4,145 | $1.04M | 0.07% | −182−4.2% | Reduced |
| Mackenzie Financial Corp | 4,185 | $1.05M | 0.00% | +33+0.8% | Added |
| Hel Ved Capital Management Ltd | 4,200 | $1.05M | 0.37% | +4,200 | New |
| Independent Financial Group, LLC | 4,250 | $1.06M | 0.04% | −1,578−27.1% | Reduced |
| Ieq Capital, LLC | 4,259 | $1.06M | 0.01% | +90+2.2% | Added |
| Exane Asset Management | 4,265 | $1.07M | 0.75% | +4,265 | New |
| Canada Pension Plan Investment Board | 4,277 | $1.07M | 0.00% | −2,207−34.0% | Reduced |
| MetLife Investment Management | 4,378 | $1.09M | 0.01% | +260+6.3% | Added |
| Summit Global Investments | 4,411 | $1.10M | 0.07% | −360−7.5% | Reduced |
| Pacer Advisors, Inc. | 4,421 | $1.11M | 0.00% | −189−4.1% | Reduced |
| Toroso Investments, LLC | 4,444 | $1.11M | 0.02% | −3,079−40.9% | Reduced |
| Knollwood Investment Advisory, LLC | 4,450 | $1.11M | 0.12% | +4,450 | New |
| Mercer Global Advisors Inc | 3,973 | $1.12M | 0.00% | −1,233−23.7% | Reduced |
| SG Americas Securities, LLC | 4,486 | $1.12M | 0.01% | −2,656−37.2% | Reduced |
| Princeton Capital Management LLC | 4,512 | $1.13M | 0.37% | +7+0.2% | Added |
| Amalgamated Bank | 4,603 | $1.15M | 0.01% | +40+0.9% | Added |
| Intech Investment Management LLC | 4,703 | $1.18M | 0.01% | −1,111−19.1% | Reduced |
| Diversified Trust Co | 4,794 | $1.20M | 0.03% | +683+16.6% | Added |
| Aft, Forsyth & Company, Inc. | 4,832 | $1.21M | 0.62% | −155−3.1% | Reduced |
| Oppenheimer & Co Inc | 4,839 | $1.21M | 0.02% | −543−10.1% | Reduced |
| Brinker Capital Investments, LLC | 4,887 | $1.22M | 0.01% | −431−8.1% | Reduced |
| Orion Portfolio Solutions, LLC | 4,887 | $1.22M | 0.01% | −431−8.1% | Reduced |
| Cresset Asset Management, LLC | 4,922 | $1.23M | 0.01% | +2,811+133.2% | Added |
| Schroder Investment Management Group | 4,948 | $1.24M | 0.00% | −47,733−90.6% | Reduced |
| Andra AP-fonden | 5,000 | $1.25M | 0.02% | −1,700−25.4% | Reduced |
| Xcel Wealth Management, LLC | 5,000 | $1.25M | 0.39% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,121 | $1.28M | 0.01% | +508+11.0% | Added |
| Maryland State Retirement & Pension System | 5,206 | $1.30M | 0.02% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 5,214 | $1.30M | 0.15% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,291 | $1.32M | 0.05% | +12+0.2% | Added |
| Capstone Investment Advisors, LLC | 5,332 | $1.33M | 0.03% | +3,194+149.4% | Added |
| Darwin Advisors, LLC | 5,382 | $1.35M | 0.67% | −124−2.3% | Reduced |
| Red Spruce Capital, LLC | 5,419 | $1.35M | 0.63% | +886+19.5% | Added |
| Pathstone Holdings, LLC | 5,419 | $1.35M | 0.01% | −61−1.1% | Reduced |
| MBB Public Markets I LLC | 5,440 | $1.36M | 0.03% | +5,440 | New |
| United Capital Financial Advisers, LLC | 5,471 | $1.37M | 0.01% | +673+14.0% | Added |
| Brighton Jones LLC | 5,502 | $1.38M | 0.05% | −10−0.2% | Reduced |
| AE Wealth Management LLC | 5,523 | $1.38M | 0.01% | +2,017+57.5% | Added |
| Ethic Inc. | 5,531 | $1.38M | 0.03% | −1,079−16.3% | Reduced |
| Silvant Capital Management LLC | 5,598 | $1.40M | 0.06% | 00.0% | Unchanged |
| Ratan Capital Management LP | 5,632 | $1.41M | 0.43% | −1,500−21.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 5,662 | $1.42M | 0.28% | +2,071+57.7% | Added |
| Greenland Capital Management LP | 5,713 | $1.43M | 0.30% | +5,713 | New |
| Louisiana State Employees Retirement System | 5,800 | $1.45M | 0.03% | +100+1.8% | Added |
| Gulf International Bank (UK) Ltd | 5,820 | $1.45M | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 5,880 | $1.47M | 0.03% | −854−12.7% | Reduced |
| Principal Financial Group Inc | 5,935 | $1.48M | 0.00% | −20,918−77.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,108 | $1.53M | 0.02% | −5−0.1% | Reduced |
| EFG Asset Management (North America) Corp. | 6,188 | $1.55M | 0.27% | −453−6.8% | Reduced |
| Corebridge Financial, Inc. | 6,239 | $1.56M | 0.01% | +6,239 | New |
| Private Advisor Group, LLC | 6,324 | $1.58M | 0.01% | +3,959+167.4% | Added |
| CIBC Private Wealth Group, LLC | 6,092 | $1.58M | 0.00% | −522−7.9% | Reduced |
| Oppenheimer Asset Management Inc. | 6,365 | $1.59M | 0.02% | +741+13.2% | Added |
| Itau Unibanco Holding S.A. | 6,382 | $1.60M | 0.07% | +6,382 | New |
| Stonegate Investment Group, LLC | 6,619 | $1.65M | 0.05% | +21+0.3% | Added |
| Entropy Technologies, LP | 6,819 | $1.70M | 0.18% | +6,819 | New |
| Abn Amro Investment Solutions | 6,838 | $1.71M | 0.03% | +4,888+250.7% | Added |
| Moody Lynn & Lieberson, LLC | 6,914 | $1.73M | 0.11% | −32,952−82.7% | Reduced |
| TrueMark Investments, LLC | 7,075 | $1.77M | 0.60% | +7,075 | New |
| Quantinno Capital Management LP | 7,135 | $1.78M | 0.03% | +1,384+24.1% | Added |
| JustInvest LLC | 7,155 | $1.79M | 0.03% | −316−4.2% | Reduced |