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 3 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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 39 | $9.75K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 38 | $9.50K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 33 | $8.25K | 0.00% | −27−45.0% | Reduced |
| Cornerstone Planning Group LLC | 36 | $7.97K | 0.00% | −5−12.2% | Reduced |
| Main Street Group, LTD | 30 | $7.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $7.75K | 0.00% | −4−11.4% | Reduced |
| Glen Eagle Advisors, LLC | 29 | $7.25K | 0.00% | +29 | New |
| Creekmur Asset Management LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $5.00K | 0.00% | −133−86.9% | Reduced |
| HighMark Wealth Management LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 19 | $4.75K | 0.00% | −6−24.0% | Reduced |
| Versant Capital Management, Inc | 19 | $4.75K | 0.00% | +10+111.1% | Added |
| Grove Bank & Trust | 18 | $4.50K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $4.50K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 17 | $4.25K | 0.00% | +17 | New |
| Baldwin Brothers Inc | 16 | $4.00K | 0.00% | +1+6.7% | Added |
| Tower View Investment Management & Research LLC | 15 | $3.75K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 15 | $3.75K | 0.00% | −86−85.1% | Reduced |
| Highline Wealth Partners LLC | 15 | $3.75K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $3.18K | 0.00% | −86−86.9% | Reduced |
| Brown Brothers Harriman & Co | 12 | $3.00K | 0.00% | −2,718−99.6% | Reduced |
| Zions Bancorporation, N.A. | 12 | $3.00K | 0.00% | −7−36.8% | Reduced |
| NBC Securities, Inc. | 16 | $3.00K | 0.00% | −1−5.9% | Reduced |
| Addison Advisors LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $2.75K | 0.00% | +6+120.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $2.50K | 0.00% | +5+100.0% | Added |
| Gradient Investments LLC | 10 | $2.50K | 0.00% | +8+400.0% | Added |
| Ridgewood Investments LLC | 10 | $2.50K | 0.00% | +10 | New |
| Planning Capital Management Corp | 10 | $2.50K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 9 | $2.25K | 0.00% | −2−18.2% | Reduced |
| Macroview Investment Management LLC | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $2.25K | 0.00% | +9 | New |
| Clear Street Markets LLC | 10 | $2.00K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 7 | $1.75K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $1.50K | 0.00% | −9−60.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $1.25K | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $1.23K | 0.00% | −5−50.0% | Reduced |
| WealthCollab, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 3 | $750 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $500 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $500 | 0.00% | +1+100.0% | Added |
| Colonial Trust Co | 2 | $367 | 0.00% | −1−33.3% | Reduced |
| Hexagon Capital Partners LLC | 1 | $250 | 0.00% | −48−98.0% | Reduced |
| Lynx Investment Advisory | 1 | $250 | 0.00% | +1 | New |
| FinTrust Capital Advisors, LLC | 8 | $21 | 0.00% | +5+166.7% | Added |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Atreides Management, LP | 0 | $0 | 0.00% | −294,577−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −250,700−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −247,275−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −191,994−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −176,017−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −149,646−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −140,506−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −103,929−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −81,396−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −58,559−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −53,126−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −51,996−100.0% | Sold out |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −49,427−100.0% | Sold out |
| Wafra Inc. | 0 | $0 | 0.00% | −47,850−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −42,280−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −40,422−100.0% | Sold out |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 0 | $0 | 0.00% | −40,009−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −30,508−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −26,652−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Night Owl Capital Management, LLC | 0 | $0 | 0.00% | −23,267−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −11,667−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −11,601−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −10,065−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −9,865−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −9,488−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −7,313−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,629−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −6,343−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −6,077−100.0% | Sold out |
| Evolutionary Tree Capital Management, LLC | 0 | $0 | 0.00% | −5,939−100.0% | Sold out |