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 |
|---|---|---|---|---|---|
| KP Management LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −5,332−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,142−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −4,439−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,187−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,404−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,357−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Western Financial Corp | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −2,257−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,962−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| Harbert Fund Advisors, Inc. | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,097−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,039−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −936−100.0% | Sold out |
| SpiderRock Advisors, LLC | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Prio Wealth Limited Partnership | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| MWA Asset Management | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Appleton Partners Inc | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −698−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Zega Financial, LLC | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| American Planning Services, Inc. | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Hamilton Point Investment Advisors, LLC | 0 | $0 | 0.00% | −643−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Norinchukin Bank, The | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −597−100.0% | Sold out |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −569−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −30−100.0% | Sold out |