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 |
|---|---|---|---|---|---|
| Commerce Bank | 2,065 | $516.2K | 0.00% | +58+2.9% | Added |
| Valmark Advisers, Inc. | 2,063 | $515.7K | 0.01% | −51−2.4% | Reduced |
| Atria Investments LLC | 2,040 | $509.9K | 0.01% | −1,219−37.4% | Reduced |
| Avestar Capital, LLC | 1,973 | $493.2K | 0.05% | −89−4.3% | Reduced |
| Panagora Asset Management Inc | 1,848 | $461.9K | 0.00% | −880−32.3% | Reduced |
| Joel Isaacson & Co., LLC | 1,834 | $458.4K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,832 | $457.9K | 0.04% | −552−23.2% | Reduced |
| Tyler-Stone Wealth Management | 1,828 | $456.9K | 0.19% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,825 | $456.2K | 0.02% | +81+4.6% | Added |
| TD Waterhouse Canada Inc. | 1,722 | $453.8K | 0.00% | +310+22.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,812 | $452.9K | 0.00% | −652−26.5% | Reduced |
| Keybank National Association | 1,802 | $450.4K | 0.00% | −38−2.1% | Reduced |
| QRG Capital Management, Inc. | 1,794 | $448.4K | 0.01% | −2,275−55.9% | Reduced |
| Meridian Investment Counsel Inc. | 1,742 | $435.4K | 0.14% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,700 | $424.9K | 0.00% | +700+70.0% | Added |
| HM Payson & Co | 1,674 | $418.4K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,674 | $418.4K | 0.07% | +800+91.5% | Added |
| Bamco Inc | 1,656 | $413.9K | 0.00% | +1+0.1% | Added |
| L & S Advisors Inc | 1,642 | $410.4K | 0.05% | −3,085−65.3% | Reduced |
| Veriti Management LLC | 1,627 | $406.7K | 0.03% | +52+3.3% | Added |
| nVerses Capital, LLC | 1,600 | $399.9K | 0.24% | +1,300+433.3% | Added |
| Investment Management Corp of Ontario | 1,591 | $397.7K | 0.01% | −1,147−41.9% | Reduced |
| Signaturefd, LLC | 1,569 | $392.2K | 0.01% | −176−10.1% | Reduced |
| Illinois Municipal Retirement Fund | 1,556 | $388.9K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,553 | $388.2K | 0.03% | +61+4.1% | Added |
| Wintrust Investments LLC | 1,549 | $387.0K | 0.03% | +1,549 | New |
| Empowered Funds, LLC | 1,535 | $383.7K | 0.01% | +414+36.9% | Added |
| Intellectus Partners, LLC | 1,530 | $382.4K | 0.10% | +1,530 | New |
| Park Avenue Securities LLC | 1,528 | $382.0K | 0.00% | −435−22.2% | Reduced |
| CastleKnight Management LP | 1,500 | $374.9K | 0.05% | +1,500 | New |
| HighPoint Advisor Group LLC | 1,524 | $374.0K | 0.02% | −40−2.6% | Reduced |
| Integrated Wealth Concepts LLC | 1,455 | $363.7K | 0.00% | −76−5.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,450 | $362.4K | 0.01% | −30−2.0% | Reduced |
| Independent Advisor Alliance | 1,440 | $359.9K | 0.01% | −51−3.4% | Reduced |
| Vestcor Inc | 1,421 | $355.0K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 1,420 | $354.9K | 0.01% | −1,080−43.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,417 | $354.2K | 0.00% | −733−34.1% | Reduced |
| Teacher Retirement System of Texas | 1,413 | $353.0K | 0.00% | −422−23.0% | Reduced |
| Wetherby Asset Management Inc | 1,411 | $352.7K | 0.02% | +214+17.9% | Added |
| Newbridge Financial Services Group, Inc. | 1,400 | $349.9K | 0.13% | +285+25.6% | Added |
| Evanson Asset Management, LLC | 1,387 | $346.7K | 0.03% | −150−9.8% | Reduced |
| Farther Finance Advisors, LLC | 1,307 | $344.3K | 0.02% | +571+77.6% | Added |
| Chilton Investment Co LLC | 1,373 | $343.2K | 0.01% | +1,373 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,344 | $335.9K | 0.01% | +1,140+558.8% | Added |
| Prosperity Wealth Management, Inc. | 1,300 | $324.9K | 0.16% | −375−22.4% | Reduced |
| Congress Park Capital LLC | 1,275 | $318.7K | 0.13% | +1,275 | New |
| Parallel Advisors, LLC | 1,256 | $313.9K | 0.01% | −75−5.6% | Reduced |
| Prospera Financial Services Inc | 1,252 | $312.9K | 0.01% | +480+62.2% | Added |
| Venturi Wealth Management, LLC | 1,242 | $310.5K | 0.02% | −1,321−51.5% | Reduced |
| National Asset Management, Inc. | 1,242 | $310.4K | 0.01% | +133+12.0% | Added |
| DC Investments Management, LLC | 1,229 | $307.2K | 0.26% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,216 | $303.9K | 0.18% | −74−5.7% | Reduced |
| Captrust Financial Advisors | 1,214 | $303.4K | 0.00% | −143−10.5% | Reduced |
| Eisler Capital (US) LLC | 1,195 | $298.7K | 0.06% | +1,195 | New |
| Ostrum Asset Management | 1,190 | $297.5K | 0.03% | +414+53.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,182 | $295.5K | 0.15% | −1,996−62.8% | Reduced |
| Lido Advisors, LLC | 1,168 | $292.0K | 0.00% | −108−8.5% | Reduced |
| STF Management LP | 1,159 | $289.7K | 0.12% | −59−4.8% | Reduced |
| Gsa Capital Partners LLP | 1,158 | $289.0K | 0.02% | +1,158 | New |
| Fulton Bank, N.A. | 1,135 | $283.7K | 0.01% | +81+7.7% | Added |
| New York Life Investment Management LLC | 1,134 | $283.5K | 0.00% | −124−9.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,131 | $282.7K | 0.00% | −602−34.7% | Reduced |
| Western Wealth Management, LLC | 1,114 | $278.5K | 0.02% | −115−9.4% | Reduced |
| IFP Advisors, Inc | 1,100 | $275.0K | 0.01% | −3,654−76.9% | Reduced |
| Group One Trading, L.P. | 1,097 | $274.2K | 0.01% | −1,123−50.6% | Reduced |
| Dakota Wealth Management | 1,086 | $271.5K | 0.01% | −165−13.2% | Reduced |
| Plato Investment Management Ltd | 1,078 | $269.5K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 1,071 | $267.7K | 0.00% | +237+28.4% | Added |
| We Are One Seven, LLC | 1,063 | $265.7K | 0.01% | +32+3.1% | Added |
| 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 |
| Natixis | 1,034 | $258.5K | 0.00% | −7,664−88.1% | Reduced |
| Sentry Investment Management LLC | 1,034 | $258.0K | 0.11% | −70−6.3% | Reduced |
| Erste Asset Management GmbH | 1,030 | $251.5K | 0.00% | −270−20.8% | Reduced |
| Eqis Capital Management, Inc. | 1,002 | $250.5K | 0.02% | −1,242−55.3% | Reduced |
| 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 |
| Mutual of America Capital Management LLC | 997 | $249.2K | 0.00% | 00.0% | Unchanged |
| TFB Advisors LLC | 982 | $245.5K | 0.08% | +123+14.3% | Added |
| Archetype Wealth Partners | 978 | $244.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 974 | $243.5K | 0.00% | −37−3.7% | Reduced |
| Inceptionr LLC | 950 | $237.5K | 0.07% | +950 | New |
| Twin Peaks Wealth Advisors, LLC | 949 | $237.2K | 0.12% | −1−0.1% | Reduced |
| Quent Capital, LLC | 945 | $236.2K | 0.03% | +344+57.2% | Added |
| Clarius Group, LLC | 943 | $235.7K | 0.02% | +46+5.1% | Added |
| Tanager Wealth Management LLP | 914 | $228.5K | 0.03% | 00.0% | Unchanged |
| Clare Market Investments LLC | 912 | $228.0K | 0.06% | −70−7.1% | Reduced |
| Avantax Advisory Services, Inc. | 890 | $222.5K | 0.00% | +890 | New |
| Emerald Mutual Fund Advisers Trust | 878 | $219.5K | 0.01% | +552+169.3% | Added |
| Yousif Capital Management, LLC | 870 | $217.5K | 0.00% | −18−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 852 | $212.9K | 0.00% | +852 | New |
| Ossiam | 851 | $212.7K | 0.00% | +37+4.5% | Added |
| Bleakley Financial Group, LLC | 850 | $212.5K | 0.01% | −244−22.3% | Reduced |
| Simplicity Wealth,LLC | 849 | $212.2K | 0.00% | −237−21.8% | Reduced |
| Sender Co & Partners, Inc. | 848 | $212.0K | 0.24% | +848 | New |
| Ellevest, Inc. | 839 | $209.7K | 0.01% | −97−10.4% | Reduced |
| Spence Asset Management | 51,763 | $208.0K | 0.05% | +50,931+6,121.5% | Added |
| Atria Wealth Solutions, Inc. | 831 | $207.7K | 0.00% | +44+5.6% | Added |
| Beacon Pointe Advisors, LLC | 830 | $207.4K | 0.00% | −116−12.3% | Reduced |