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Livermore
ZHEN

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, Q3 2024

Institutional positions in MongoDB, Inc. as of Sep 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
667
+13 vs. Q2 2024
Shares held
67.1M
+5.32M (+8.6%) vs. Q2 2024
Total value
$18.2B
+$2.72B (+17.6%) vs. Q2 2024
New holders
103
256 more added
Sold out
90
216 more reduced

8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 667 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 heldQ3 2024: $18.2B
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, Q3 2024

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q2 2024.

Institutions holding MDB in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
E Fund Management (Hong Kong) Co., Ltd.1$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$20.00%0Unchanged
FinTrust Capital Advisors, LLC3$100.00%−5−62.5%Reduced
JDM Financial Group LLC1$2700.00%+1New
Atwood & Palmer Inc1$2710.00%+1New
Voisard Asset Management Group, Inc.1$2710.00%+1New
1620 Investment Advisors, Inc.1$3830.00%+1New
SYSTM Wealth Solutions LLC2$5410.02%−11,336−100.0%Reduced
Riggs Asset Managment Co. Inc.2$5410.00%00.0%Unchanged
Key Financial Inc2$5410.00%+2New
Colonial Trust Co3$7100.00%+1+50.0%Added
Activest Wealth Management3$8110.00%+3New
Lazard Asset Management LLC4$1.00K0.00%−3,108−99.9%Reduced
Smithfield Trust Co5$1.00K0.00%+5New
Golden State Equity Partners4$1.08K0.00%+4New
AdvisorNet Financial, Inc5$1.35K0.00%−6−54.5%Reduced
Raffa Wealth Management, LLC5$1.35K0.00%00.0%Unchanged
Fortitude Family Office, LLC5$1.35K0.00%00.0%Unchanged
Capital Performance Advisors LLP5$1.38K0.00%+5New
Liberty One Investment Management, LLC6$1.62K0.00%−35−85.4%Reduced
Caldwell Sutter Capital, Inc.6$1.62K0.00%00.0%Unchanged
Park Place Capital Corp6$1.62K0.00%00.0%Unchanged
Capital Analysts, LLC8$2.00K0.00%+8New
Hemington Wealth Management11$2.00K0.00%+11New
Valued Wealth Advisors LLC8$2.16K0.00%+1+14.3%Added
Larson Financial Group LLC9$2.43K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC9$2.43K0.00%00.0%Unchanged
Blume Capital Management, Inc.9$2.43K0.00%+9New
Raleigh Capital Management Inc.10$2.70K0.00%−3−23.1%Reduced
Berkshire Capital Holdings Inc10$2.70K0.00%00.0%Unchanged
Ridgewood Investments LLC10$2.70K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC10$2.70K0.00%00.0%Unchanged
DT Investment Partners, LLC10$2.70K0.00%+10New
Westside Investment Management, Inc.12$2.87K0.00%00.0%Unchanged
Proequities, Inc.11$2.97K0.00%−4−26.7%Reduced
Salem Investment Counselors Inc11$2.97K0.00%00.0%Unchanged
Atticus Wealth Management, LLC11$2.97K0.00%00.0%Unchanged
Trust Co of Vermont12$3.24K0.00%+12New
Addison Advisors LLC12$3.25K0.00%00.0%Unchanged
Versant Capital Management, Inc15$4.05K0.00%−4−21.1%Reduced
Baldwin Brothers Inc15$4.05K0.00%−1−6.3%Reduced
Tower View Investment Management & Research LLC15$4.06K0.00%00.0%Unchanged
Sachetta, LLC16$4.33K0.00%+11+220.0%Added
Jaffetilchin Investment Partners, LLC16$4.33K0.00%+16New
CBIZ Investment Advisory Services, LLC17$4.59K0.00%00.0%Unchanged
Ashton Thomas Securities, LLC17$4.60K0.00%+17New
Grove Bank & Trust18$4.87K0.00%00.0%Unchanged
Sound Income Strategies, LLC18$4.87K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.19$5.13K0.00%+19New
Private Wealth Management Group, LLC20$5.41K0.00%00.0%Unchanged
Close Asset Management Ltd22$6.00K0.00%−23−51.1%Reduced
Mather Group, LLC.23$6.33K0.00%−27−54.0%Reduced
Cornerstone Planning Group LLC25$6.88K0.00%−11−30.6%Reduced
Plante Moran Financial Advisors, LLC28$7.57K0.00%−21−42.9%Reduced
Creekmur Asset Management LLC28$7.57K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.28$7.57K0.00%+8+40.0%Added
Glen Eagle Advisors, LLC29$7.84K0.00%00.0%Unchanged
Rise Advisors, LLC30$8.11K0.00%−12−28.6%Reduced
Main Street Group, LTD30$8.11K0.00%00.0%Unchanged
Bell Investment Advisors, Inc30$8.11K0.00%−1−3.2%Reduced
Eastern Bank30$8.11K0.00%+30New
WR Wealth Planners, LLC33$8.92K0.00%00.0%Unchanged
NBC Securities, Inc.36$9.00K0.00%+20+125.0%Added
LRI Investments, LLC33$9.62K0.00%−73−68.9%Reduced
Harbour Investments, Inc.37$10.0K0.00%−7−15.9%Reduced
MV Capital Management, Inc.37$10.0K0.00%+33+825.0%Added
Legacy Bridge, LLC37$10.0K0.01%+37New
Private Trust Co NA38$10.3K0.00%−3−7.3%Reduced
Northwest Capital Management Inc38$10.3K0.00%00.0%Unchanged
Macroview Investment Management LLC39$10.5K0.01%+30+333.3%Added
TD Private Client Wealth LLC40$10.8K0.00%−9−18.4%Reduced
Trifecta Capital Advisors, LLC40$10.8K0.00%00.0%Unchanged
Parkside Financial Bank & Trust42$11.4K0.00%+1+2.4%Added
Coppell Advisory Solutions LLC50$13.5K0.00%00.0%Unchanged
Front Row Advisors LLC50$13.5K0.00%00.0%Unchanged
Brown Brothers Harriman & Co51$13.8K0.00%+39+325.0%Added
Harel Insurance Investments & Financial Services Ltd.51$14.0K0.00%−12−19.0%Reduced
Massmutual Trust Co FSB54$14.6K0.00%−13−19.4%Reduced
Harbor Investment Advisory, LLC55$14.9K0.00%−4−6.8%Reduced
Catalyst Capital Advisors LLC58$15.7K0.00%−14−19.4%Reduced
Wolff Wiese Magana LLC58$15.7K0.01%+53+1,060.0%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$16.2K0.01%00.0%Unchanged
Elequin Capital LP68$18.4K0.00%+68New
Riverview Trust Co70$18.9K0.02%+2+2.9%Added
Pittenger & Anderson Inc70$18.9K0.00%+21+42.9%Added
Montag A & Associates Inc70$19.0K0.00%−7−9.1%Reduced
Capital Advisors, Ltd. LLC74$20.0K0.00%−1−1.3%Reduced
Geneos Wealth Management Inc.83$22.4K0.00%−194−70.0%Reduced
Adirondack Trust Co88$23.8K0.01%00.0%Unchanged
Hilltop National Bank89$24.1K0.01%−8−8.2%Reduced
Carmichael Hill & Associates, Inc.90$24.3K0.01%00.0%Unchanged
Avion Wealth99$26.0K0.01%+5+5.3%Added
McMahon Financial Advisors, LLC100$27.0K0.01%00.0%Unchanged
Financial Avengers, Inc.100$27.0K0.01%00.0%Unchanged
Beacon Capital Management, LLC100$27.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC100$27.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC115$31.1K0.00%+39+51.3%Added
Central Trust Co118$32.0K0.00%−13−9.9%Reduced
Abound Wealth Management124$33.5K0.01%00.0%Unchanged
Sandy Spring Bank127$34.3K0.00%00.0%Unchanged