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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
USS Investment Management Ltd14,195$3.55M0.03%+408+3.0%Added
CIBC Asset Management Inc14,064$3.52M0.01%+781+5.9%Added
British Columbia Investment Management Corp13,930$3.48M0.02%+5,313+61.7%Added
IFM Investors Pty Ltd13,913$3.48M0.04%+43+0.3%Added
Mariner, LLC13,879$3.47M0.01%+604+4.5%Added
Caisse de Depot Et Placement du Quebec13,711$3.43M0.01%−11,940−46.5%Reduced
Simplex Trading, LLC13,683$3.42M0.11%+9,365+216.9%Added
Silvercrest Asset Management Group LLC13,380$3.34M0.02%−332−2.4%Reduced
Mirae Asset Global Investments Co., Ltd.13,180$3.22M0.02%−3,301−20.0%Reduced
Allianz Asset Management GmbH12,864$3.22M0.01%+1,284+11.1%Added
Two Sigma Securities, LLC12,582$3.14M0.15%−10,456−45.4%Reduced
Clearline Capital LP12,342$3.09M0.27%+12,342New
Xponance, Inc.12,322$3.08M0.03%+105+0.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)12,285$3.07M0.01%−1,421−10.4%Reduced
Commonwealth Equity Services, LLC12,225$3.06M0.00%−1,195−8.9%Reduced
Robeco Institutional Asset Management B.V.12,087$3.02M0.01%−11,500−48.8%Reduced
Natixis Advisors, L.P.12,083$3.02M0.01%−9,298−43.5%Reduced
Nordea Investment Management AB11,467$2.88M0.00%−6,853−37.4%Reduced
DnB Asset Management AS11,485$2.87M0.01%−20,060−63.6%Reduced
Sanctuary Advisors, LLC7,442$2.86M0.02%+7,442New
SYSTM Wealth Solutions LLC11,338$2.83M0.63%+4,588+68.0%Added
Utah Retirement Systems11,240$2.81M0.03%−500−4.3%Reduced
State of Alaska, Department of Revenue11,156$2.79M0.03%+3,500+45.7%Added
Insight Holdings Group, LLC10,900$2.72M0.09%+4,500+70.3%Added
Alamar Capital Management, LLC10,770$2.69M1.63%+10,770New
AQR Capital Management LLC10,710$2.67M0.00%−10,375−49.2%Reduced
Exchange Traded Concepts, LLC10,230$2.56M0.07%+3,144+44.4%Added
Raymond James Financial Services Advisors, Inc.9,949$2.49M0.00%+2,853+40.2%Added
Taylor Frigon Capital Management LLC9,903$2.48M1.18%+42+0.4%Added
Generali Investments Towarzystwo Funduszy Inwestycyjnych9,600$2.40M1.56%+2,400+33.3%Added
Eventide Asset Management, LLC9,432$2.36M0.04%−133,316−93.4%Reduced
Ci Investments Inc.9,429$2.36M0.01%+8,700+1,193.4%Added
Tredje AP-fonden9,372$2.34M0.02%−141−1.5%Reduced
Maxi Investments CY Ltd9,366$2.34M0.53%+3,445+58.2%Added
Capstone Triton Financial Group, LLC9,272$2.32M1.63%−124−1.3%Reduced
CIBC World Markets Corp9,227$2.31M0.02%+1,521+19.7%Added
Daiwa Securities Group Inc.9,191$2.30M0.01%+563+6.5%Added
Marex Group plc9,050$2.26M0.06%+7,050+352.5%Added
Lighthouse Investment Partners, LLC9,000$2.25M0.13%+9,000New
Shelton Capital Management8,864$2.22M0.06%+503+6.0%Added
Robertson Stephens Wealth Management, LLC8,851$2.21M0.12%+7,651+637.6%Added
Cinctive Capital Management LP8,714$2.18M0.12%−30,270−77.6%Reduced
Interval Partners, LP8,702$2.18M0.06%+8,702New
Leonteq Securities AG8,687$2.17M0.30%+5,741+194.9%Added
Cetera Investment Advisers8,440$2.11M0.00%−2,433−22.4%Reduced
Cerity Partners LLC8,399$2.10M0.01%+786+10.3%Added
Vontobel Holding Ltd.8,308$2.08M0.01%+4,636+126.3%Added
Advisor Group Holdings, Inc.8,017$2.00M0.00%+1,130+16.4%Added
Chartwell Investment Partners, LLC8,004$2.00M0.07%+254+3.3%Added
Keystone Investors Pte Ltd7,972$1.99M0.17%+7,972New
Toronto Dominion Bank7,763$1.94M0.00%−16,284−67.7%Reduced
MML Investors Services, LLC7,678$1.92M0.01%−1,434−15.7%Reduced
Alps Advisors Inc7,677$1.92M0.01%+2,607+51.4%Added
Jasper Ridge Partners, L.P.7,650$1.91M0.06%00.0%Unchanged
National Bank of Canada7,243$1.91M0.00%−19,254−72.7%Reduced
Public Employees Retirement Association of Colorado7,599$1.90M0.01%−155−2.0%Reduced
AnglePoint Asset Management Ltd7,546$1.89M1.98%+5,992+385.6%Added
Tower Research Capital LLC (TRC)7,537$1.88M0.03%+3,557+89.4%Added
Emerald Advisers, LLC7,391$1.85M0.08%+3,444+87.3%Added
Vista Wealth Management Group, LLC7,292$1.82M0.13%−19−0.3%Reduced
iA Global Asset Management Inc.7,205$1.80M0.03%+424+6.3%Added
JustInvest LLC7,155$1.79M0.03%−316−4.2%Reduced
Quantinno Capital Management LP7,135$1.78M0.03%+1,384+24.1%Added
TrueMark Investments, LLC7,075$1.77M0.60%+7,075New
Moody Lynn & Lieberson, LLC6,914$1.73M0.11%−32,952−82.7%Reduced
Abn Amro Investment Solutions6,838$1.71M0.03%+4,888+250.7%Added
Entropy Technologies, LP6,819$1.70M0.18%+6,819New
Stonegate Investment Group, LLC6,619$1.65M0.05%+21+0.3%Added
Itau Unibanco Holding S.A.6,382$1.60M0.07%+6,382New
Oppenheimer Asset Management Inc.6,365$1.59M0.02%+741+13.2%Added
CIBC Private Wealth Group, LLC6,092$1.58M0.00%−522−7.9%Reduced
Private Advisor Group, LLC6,324$1.58M0.01%+3,959+167.4%Added
Corebridge Financial, Inc.6,239$1.56M0.01%+6,239New
EFG Asset Management (North America) Corp.6,188$1.55M0.27%−453−6.8%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd6,108$1.53M0.02%−5−0.1%Reduced
Principal Financial Group Inc5,935$1.48M0.00%−20,918−77.9%Reduced
Bokf, NA5,880$1.47M0.03%−854−12.7%Reduced
Gulf International Bank (UK) Ltd5,820$1.45M0.04%00.0%Unchanged
Louisiana State Employees Retirement System5,800$1.45M0.03%+100+1.8%Added
Greenland Capital Management LP5,713$1.43M0.30%+5,713New
EFG Asset Management (Americas) Corp.5,662$1.42M0.28%+2,071+57.7%Added
Ratan Capital Management LP5,632$1.41M0.43%−1,500−21.0%Reduced
Silvant Capital Management LLC5,598$1.40M0.06%00.0%Unchanged
Ethic Inc.5,531$1.38M0.03%−1,079−16.3%Reduced
AE Wealth Management LLC5,523$1.38M0.01%+2,017+57.5%Added
Brighton Jones LLC5,502$1.38M0.05%−10−0.2%Reduced
United Capital Financial Advisers, LLC5,471$1.37M0.01%+673+14.0%Added
MBB Public Markets I LLC5,440$1.36M0.03%+5,440New
Pathstone Holdings, LLC5,419$1.35M0.01%−61−1.1%Reduced
Red Spruce Capital, LLC5,419$1.35M0.63%+886+19.5%Added
Darwin Advisors, LLC5,382$1.35M0.67%−124−2.3%Reduced
Capstone Investment Advisors, LLC5,332$1.33M0.03%+3,194+149.4%Added
Profund Advisors LLC5,291$1.32M0.05%+12+0.2%Added
Azzad Asset Management Inc5,214$1.30M0.15%00.0%Unchanged
Maryland State Retirement & Pension System5,206$1.30M0.02%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.5,121$1.28M0.01%+508+11.0%Added
Andra AP-fonden5,000$1.25M0.02%−1,700−25.4%Reduced
Xcel Wealth Management, LLC5,000$1.25M0.39%00.0%Unchanged
Schroder Investment Management Group4,948$1.24M0.00%−47,733−90.6%Reduced
Cresset Asset Management, LLC4,922$1.23M0.01%+2,811+133.2%Added