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 |
|---|---|---|---|---|---|
| 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 |
| Oppenheimer & Co Inc | 4,839 | $1.21M | 0.02% | −543−10.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,832 | $1.21M | 0.62% | −155−3.1% | Reduced |
| Diversified Trust Co | 4,794 | $1.20M | 0.03% | +683+16.6% | Added |
| Intech Investment Management LLC | 4,703 | $1.18M | 0.01% | −1,111−19.1% | Reduced |
| Amalgamated Bank | 4,603 | $1.15M | 0.01% | +40+0.9% | Added |
| Princeton Capital Management LLC | 4,512 | $1.13M | 0.37% | +7+0.2% | Added |
| SG Americas Securities, LLC | 4,486 | $1.12M | 0.01% | −2,656−37.2% | Reduced |
| Mercer Global Advisors Inc | 3,973 | $1.12M | 0.00% | −1,233−23.7% | Reduced |
| Knollwood Investment Advisory, LLC | 4,450 | $1.11M | 0.12% | +4,450 | New |
| Toroso Investments, LLC | 4,444 | $1.11M | 0.02% | −3,079−40.9% | Reduced |
| Pacer Advisors, Inc. | 4,421 | $1.11M | 0.00% | −189−4.1% | Reduced |
| Summit Global Investments | 4,411 | $1.10M | 0.07% | −360−7.5% | Reduced |
| MetLife Investment Management | 4,378 | $1.09M | 0.01% | +260+6.3% | Added |
| Canada Pension Plan Investment Board | 4,277 | $1.07M | 0.00% | −2,207−34.0% | Reduced |
| Exane Asset Management | 4,265 | $1.07M | 0.75% | +4,265 | New |
| Ieq Capital, LLC | 4,259 | $1.06M | 0.01% | +90+2.2% | Added |
| Independent Financial Group, LLC | 4,250 | $1.06M | 0.04% | −1,578−27.1% | Reduced |
| Hel Ved Capital Management Ltd | 4,200 | $1.05M | 0.37% | +4,200 | New |
| Mackenzie Financial Corp | 4,185 | $1.05M | 0.00% | +33+0.8% | Added |
| Winton Group Ltd | 4,145 | $1.04M | 0.07% | −182−4.2% | Reduced |
| Susquehanna International Group, LLP | 4,127 | $1.03M | 0.00% | −18,538−81.8% | Reduced |
| Artal Group S.A. | 4,021 | $1.01M | 0.03% | +2,021+101.1% | Added |
| Swiss Life Asset Management Ltd | 4,016 | $1.00M | 0.01% | +524+15.0% | Added |
| Andar Capital Management HK Ltd | 4,000 | $999.8K | 1.39% | −19,100−82.7% | Reduced |
| Jump Financial, LLC | 3,979 | $994.6K | 0.02% | −3,549−47.1% | Reduced |
| Credit Agricole S A | 3,919 | $979.6K | 0.01% | +3,764+2,428.4% | Added |
| Advisory Services Network, LLC | 3,910 | $977.3K | 0.02% | −4,011−50.6% | Reduced |
| Washington Harbour Partners LP | 3,900 | $974.8K | 1.70% | +3,900 | New |
| Benjamin F. Edwards & Company, Inc. | 3,891 | $973.0K | 0.02% | +21+0.5% | Added |
| Silicon Valley Community Foundation | 3,868 | $966.8K | 0.04% | −59−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,823 | $956.0K | 0.00% | −426−10.0% | Reduced |
| EMC Capital Management | 3,600 | $953.0K | 0.55% | +2,000+125.0% | Added |
| Teamwork Financial Advisors, LLC | 3,669 | $917.1K | 0.14% | +1,867+103.6% | Added |
| Acadian Asset Management LLC | 3,679 | $916.0K | 0.00% | +3,472+1,677.3% | Added |
| Firsthand Capital Management, Inc. | 4,000 | $901.8K | 2.03% | −1,000−20.0% | Reduced |
| Harbor Capital Advisors, Inc. | 3,579 | $895.0K | 0.07% | +742+26.2% | Added |
| US Bancorp | 3,545 | $886.1K | 0.00% | −50−1.4% | Reduced |
| Nebula Research & Development LLC | 3,540 | $884.9K | 0.14% | +3,540 | New |
| Optiver Holding B.V. | 3,478 | $869.4K | 0.02% | −2,549−42.3% | Reduced |
| Davenport & Co LLC | 3,374 | $843.4K | 0.01% | +946+39.0% | Added |
| Motley Fool Asset Management LLC | 3,186 | $839.5K | 0.06% | +807+33.9% | Added |
| WoodTrust Financial Corp | 3,350 | $837.0K | 0.13% | +1,424+73.9% | Added |
| Baader Bank INC | 3,327 | $825.7K | 0.06% | +1,327+66.4% | Added |
| Snowden Capital Advisors LLC | 3,297 | $824.1K | 0.02% | −19,153−85.3% | Reduced |
| Wealthfront Advisers LLC | 3,278 | $819.4K | 0.00% | −2,817−46.2% | Reduced |
| Banco Santander, S.A. | 3,128 | $781.9K | 0.01% | 00.0% | Unchanged |
| Estate Counselors, LLC | 3,115 | $778.6K | 0.09% | 00.0% | Unchanged |
| CWM, LLC | 3,113 | $778.0K | 0.00% | +219+7.6% | Added |
| Lazard Asset Management LLC | 3,112 | $777.0K | 0.00% | −456−12.8% | Reduced |
| NEOS Investment Management LLC | 3,065 | $766.1K | 0.03% | +748+32.3% | Added |
| Pier Capital, LLC | 3,064 | $765.9K | 0.11% | +1,622+112.5% | Added |
| 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 |
| Yarbrough Capital, LLC | 2,977 | $744.1K | 0.03% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 2,859 | $714.6K | 0.76% | +2,859 | New |
| The PNC Financial Services Group, Inc. | 2,852 | $712.9K | 0.00% | −1,374−32.5% | Reduced |
| M&T Bank Corp | 2,792 | $697.4K | 0.00% | −3,622−56.5% | Reduced |
| Wedbush Securities Inc | 2,739 | $685.0K | 0.02% | +470+20.7% | Added |
| New England Research & Management, Inc. | 2,630 | $657.0K | 0.32% | −155−5.6% | Reduced |
| GraniteShares Advisors LLC | 2,557 | $639.1K | 0.21% | +1,036+68.1% | Added |
| Carnegie Capital Asset Management, LLC | 2,539 | $634.6K | 0.02% | −635−20.0% | Reduced |
| Omers Administration Corp | 2,518 | $629.4K | 0.01% | +2,518 | New |
| LBMC Investment Advisors, LLC | 2,500 | $624.9K | 0.05% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,488 | $621.9K | 0.07% | +2,488 | New |
| David J Yvars Group | 2,469 | $617.2K | 0.39% | −175−6.6% | Reduced |
| CI Private Wealth, LLC | 2,459 | $614.6K | 0.00% | −82−3.2% | Reduced |
| Centaurus Financial, Inc. | 2,456 | $614.0K | 0.04% | +149+6.5% | Added |
| Circle Wealth Management, LLC | 2,449 | $612.2K | 0.01% | +2,449 | New |
| Perigon Wealth Management, LLC | 2,444 | $610.9K | 0.02% | −47−1.9% | Reduced |
| RSM US Wealth Management LLC | 2,291 | $602.8K | 0.01% | +1,493+187.1% | Added |
| Frank, Rimerman Advisors LLC | 2,397 | $599.2K | 0.04% | +2,397 | New |
| Nicholas Investment Partners, LP | 2,386 | $596.4K | 0.06% | −5,648−70.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,344 | $585.9K | 0.03% | +145+6.6% | Added |
| MN Wealth Advisors, LLC | 2,303 | $575.7K | 0.33% | +2,303 | New |
| Pine Valley Investments Ltd Liability Co | 2,286 | $571.4K | 0.04% | +32+1.4% | Added |
| Bank of Nova Scotia | 2,285 | $571.2K | 0.00% | −482−17.4% | Reduced |
| Vinva Investment Management Ltd | 2,321 | $566.7K | 0.03% | −1,190−33.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,257 | $564.1K | 0.00% | +1,214+116.4% | Added |
| Qtron Investments LLC | 2,253 | $563.2K | 0.08% | +223+11.0% | Added |
| Assenagon Asset Management S.A. | 2,247 | $561.7K | 0.00% | −20,060−89.9% | Reduced |
| Strategic Advocates LLC | 2,246 | $561.4K | 0.22% | +259+13.0% | Added |
| Prudential Financial Inc | 2,234 | $558.4K | 0.00% | −230−9.3% | Reduced |
| Vident Advisory, LLC | 2,224 | $555.7K | 0.02% | +836+60.2% | Added |
| Virtu Financial LLC | 2,220 | $555.0K | 0.04% | +2,220 | New |
| Harvest Fund Management Co., Ltd | 2,220 | $554.0K | 0.04% | −173−7.2% | Reduced |
| Prudential PLC | 2,209 | $552.2K | 0.00% | −20,704−90.4% | Reduced |
| Qsemble Capital Management, LP | 2,165 | $541.2K | 0.10% | −4,791−68.9% | Reduced |
| Brown Advisory Inc | 2,165 | $541.1K | 0.00% | −19−0.9% | Reduced |
| Rakuten Investment Management, Inc. | 2,205 | $538.4K | 0.00% | +888+67.4% | Added |
| Banque Cantonale Vaudoise | 2,148 | $537.0K | 0.02% | +1,167+119.0% | Added |
| Sherbrooke Park Advisers LLC | 2,142 | $535.4K | 0.09% | −2,018−48.5% | Reduced |
| Man Group plc | 2,131 | $532.7K | 0.00% | −43,892−95.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,130 | $532.4K | 0.02% | +38+1.8% | Added |
| Kestra Advisory Services, LLC | 2,108 | $526.9K | 0.00% | −717−25.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 2,100 | $524.9K | 0.14% | 00.0% | Unchanged |
| Octahedron Capital Management L.P. | 2,100 | $524.9K | 0.53% | +2,100 | New |
| Battery Global Advisors, LLC | 2,091 | $522.7K | 0.35% | +534+34.3% | Added |
| Chicago Capital, LLC | 2,081 | $520.2K | 0.02% | −229−9.9% | Reduced |