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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpine Bank Wealth Management | 128 | $34.6K | 0.01% | +128 | New |
| Wintrust Investments LLC | 135 | $36.0K | 0.03% | −1,414−91.3% | Reduced |
| Skopos Labs, Inc. | 134 | $36.2K | 0.01% | +134 | New |
| Hantz Financial Services, Inc. | 140 | $38.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 145 | $39.2K | 0.00% | +93+178.8% | Added |
| Continuum Advisory, LLC | 137 | $39.9K | 0.01% | +118+621.1% | Added |
| DSM Capital Partners LLC | 148 | $40.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 150 | $40.6K | 0.00% | −70−31.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 150 | $40.6K | 0.01% | −17−10.2% | Reduced |
| Bryn Mawr Trust Co | 161 | $43.5K | 0.00% | +161 | New |
| Asset Dedication, LLC | 163 | $44.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 164 | $44.3K | 0.00% | +154+1,540.0% | Added |
| Planning Capital Management Corp | 192 | $51.9K | 0.03% | +182+1,820.0% | Added |
| CVA Family Office, LLC | 199 | $53.8K | 0.01% | +19+10.6% | Added |
| Clear Street Markets LLC | 200 | $54.0K | 0.03% | +190+1,900.0% | Added |
| Alta Advisers Ltd | 200 | $54.1K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 209 | $56.5K | 0.00% | −6−2.8% | Reduced |
| Westpac Banking Corp | 210 | $56.8K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 216 | $58.4K | 0.00% | +1+0.5% | Added |
| J.Safra Asset Management Corp | 225 | $60.6K | 0.01% | +92+69.2% | Added |
| Smartleaf Asset Management LLC | 236 | $63.6K | 0.01% | +147+165.2% | Added |
| Manchester Capital Management LLC | 244 | $66.0K | 0.01% | +90+58.4% | Added |
| First Horizon Advisors, Inc. | 254 | $68.7K | 0.00% | +8+3.3% | Added |
| Lindbrook Capital, LLC | 277 | $74.9K | 0.01% | +39+16.4% | Added |
| Morse Asset Management, Inc | 300 | $81.1K | 0.02% | +300 | New |
| Laurel Wealth Advisors LLC | 303 | $81.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 307 | $83.0K | 0.02% | +307 | New |
| Provenance Wealth Advisors, LLC | 324 | $87.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 332 | $89.8K | 0.04% | +47+16.5% | Added |
| Covestor Ltd | 338 | $91.0K | 0.06% | +82+32.0% | Added |
| Quadrant Capital Group LLC | 357 | $96.5K | 0.01% | −18−4.8% | Reduced |
| Bessemer Group Inc | 357 | $97.0K | 0.00% | −6−1.7% | Reduced |
| Advisors Asset Management, Inc. | 360 | $97.3K | 0.00% | +2+0.6% | Added |
| Reuter James Wealth Management, LLC | 369 | $99.8K | 0.02% | +369 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $100.1K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 385 | $104.1K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 396 | $107.1K | 0.00% | +396 | New |
| Clearstead Advisors, LLC | 403 | $109.0K | 0.00% | +29+7.8% | Added |
| Icon Wealth Advisors, LLC | 404 | $109.2K | 0.01% | +404 | New |
| GeoWealth Management, LLC | 466 | $126.0K | 0.00% | +466 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 474 | $128.1K | 0.05% | +306+182.1% | Added |
| West Tower Group, LLC | 500 | $135.2K | 0.29% | +500 | New |
| Principal Securities, Inc. | 517 | $139.8K | 0.00% | +4+0.8% | Added |
| International Assets Investment Management, LLC | 38,390 | $142.0K | 0.00% | +38,224+23,026.5% | Added |
| Transcendent Capital Group LLC | 533 | $144.1K | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 546 | $148.0K | 0.01% | +546 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 558 | $150.7K | 0.01% | +400+253.2% | Added |
| Allworth Financial LP | 570 | $154.2K | 0.00% | +21+3.8% | Added |
| Natixis | 598 | $161.7K | 0.00% | −436−42.2% | Reduced |
| Jones Financial Companies LLLP | 607 | $163.6K | 0.00% | −37−5.7% | Reduced |
| Fifth Third Bancorp | 608 | $164.4K | 0.00% | −12−1.9% | Reduced |
| EMC Capital Management | 7,891 | $167.0K | 0.14% | +4,291+119.2% | Added |
| Venturi Wealth Management, LLC | 626 | $169.3K | 0.01% | −616−49.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 637 | $172.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 681 | $184.1K | 0.08% | +575+542.5% | Added |
| Ossiam | 682 | $184.4K | 0.00% | −169−19.9% | Reduced |
| Quent Capital, LLC | 683 | $184.5K | 0.02% | −262−27.7% | Reduced |
| Financial Perspectives, Inc | 697 | $188.4K | 0.07% | 00.0% | Unchanged |
| Quarry LP | 728 | $196.8K | 0.06% | +594+443.3% | Added |
| Prio Wealth Limited Partnership | 750 | $202.8K | 0.01% | +750 | New |
| Siemens Fonds Invest GmbH | 759 | $205.2K | 0.02% | +759 | New |
| Coldstream Capital Management Inc | 755 | $208.7K | 0.00% | +755 | New |
| Nwam LLC | 781 | $211.1K | 0.01% | +781 | New |
| Awm Capital, LLC | 803 | $217.1K | 0.03% | −1−0.1% | Reduced |
| Weiss Asset Management LP | 804 | $217.4K | 0.01% | +804 | New |
| Prospera Financial Services Inc | 857 | $231.7K | 0.01% | −395−31.5% | Reduced |
| Ronald Blue Trust, Inc. | 927 | $231.7K | 0.00% | +389+72.3% | Added |
| Farther Finance Advisors, LLC | 877 | $237.2K | 0.01% | −430−32.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 878 | $237.4K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 902 | $243.6K | 0.02% | −176−16.3% | Reduced |
| Yousif Capital Management, LLC | 905 | $244.7K | 0.00% | +35+4.0% | Added |
| Moore Capital Management, LP | 916 | $247.6K | 0.01% | +916 | New |
| Graham Capital Management, L.P. | 923 | $249.5K | 0.01% | +923 | New |
| China Universal Asset Management Co., Ltd. | 937 | $253.3K | 0.03% | +496+112.5% | Added |
| Bleakley Financial Group, LLC | 939 | $253.9K | 0.01% | +89+10.5% | Added |
| We Are One Seven, LLC | 943 | $254.9K | 0.01% | −120−11.3% | Reduced |
| Clarius Group, LLC | 943 | $254.9K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 945 | $255.5K | 0.04% | +945 | New |
| Twin Peaks Wealth Advisors, LLC | 949 | $256.6K | 0.12% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 957 | $258.7K | 0.03% | +43+4.7% | Added |
| TFB Advisors LLC | 961 | $259.8K | 0.08% | −21−2.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 964 | $260.6K | 0.03% | +159+19.8% | Added |
| Mutual of America Capital Management LLC | 967 | $261.4K | 0.00% | −30−3.0% | Reduced |
| Chicago Capital, LLC | 969 | $262.0K | 0.01% | −1,112−53.4% | Reduced |
| Archetype Wealth Partners | 978 | $264.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 991 | $267.9K | 0.00% | +180+22.2% | Added |
| Ostrum Asset Management | 993 | $268.5K | 0.02% | −197−16.6% | Reduced |
| Crewe Advisors LLC | 1,000 | $270.4K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 1,000 | $270.4K | 0.02% | +1,000 | New |
| Resources Investment Advisors, LLC. | 1,005 | $271.7K | 0.00% | +153+18.0% | Added |
| Avantax Advisory Services, Inc. | 1,014 | $274.1K | 0.00% | +124+13.9% | Added |
| Brevan Howard Capital Management LP | 1,034 | $279.5K | 0.01% | +1,034 | New |
| Steward Partners Investment Advisory, LLC | 1,035 | $279.8K | 0.00% | +61+6.3% | Added |
| Sentry Investment Management LLC | 1,034 | $280.0K | 0.12% | 00.0% | Unchanged |
| STF Management LP | 1,053 | $284.7K | 0.13% | −106−9.1% | Reduced |
| Stephens Inc | 1,057 | $285.8K | 0.00% | −14−1.3% | Reduced |
| IFP Advisors, Inc | 1,058 | $286.1K | 0.01% | −42−3.8% | Reduced |
| Hilltop Holdings Inc. | 1,079 | $291.7K | 0.02% | +1,079 | New |
| Nisa Investment Advisors, LLC | 1,090 | $294.7K | 0.00% | +40+3.8% | Added |
| NewEdge Wealth, LLC | 1,093 | $295.5K | 0.01% | +1,093 | New |