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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 1,116 | $301.7K | 0.02% | +277+33.0% | Added |
| Sequoia Financial Advisors, LLC | 1,117 | $302.0K | 0.00% | +1,117 | New |
| Integrated Wealth Concepts LLC | 1,175 | $317.7K | 0.00% | −280−19.2% | Reduced |
| Jump Financial, LLC | 1,180 | $319.0K | 0.01% | −2,799−70.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,190 | $321.7K | 0.00% | +59+5.2% | Added |
| Lido Advisors, LLC | 1,191 | $322.1K | 0.00% | +23+2.0% | Added |
| Fulton Bank, N.A. | 1,199 | $324.1K | 0.01% | +64+5.6% | Added |
| Values First Advisors, Inc. | 1,212 | $327.6K | 0.18% | −4−0.3% | Reduced |
| Eqis Capital Management, Inc. | 1,226 | $331.6K | 0.03% | +224+22.4% | Added |
| DC Investments Management, LLC | 1,229 | $332.3K | 0.23% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,235 | $333.9K | 0.01% | −6,302−83.6% | Reduced |
| Evanson Asset Management, LLC | 1,237 | $334.4K | 0.02% | −150−10.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,252 | $338.5K | 0.17% | +70+5.9% | Added |
| Congress Park Capital LLC | 1,275 | $344.7K | 0.13% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,278 | $345.5K | 0.02% | −133−9.4% | Reduced |
| New York Life Investment Management LLC | 1,295 | $350.1K | 0.00% | +161+14.2% | Added |
| Cynosure Management, LLC | 1,304 | $352.5K | 0.05% | −370−22.1% | Reduced |
| First Hawaiian Bank | 1,328 | $359.0K | 0.01% | +1,328 | New |
| Parallel Advisors, LLC | 1,338 | $361.7K | 0.01% | +82+6.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,374 | $371.5K | 0.01% | +30+2.2% | Added |
| TD Waterhouse Canada Inc. | 1,452 | $374.1K | 0.00% | −270−15.7% | Reduced |
| Park Avenue Securities LLC | 1,386 | $375.0K | 0.00% | −142−9.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,354 | $377.7K | 0.01% | +1,354 | New |
| nVerses Capital, LLC | 1,400 | $378.5K | 0.17% | −200−12.5% | Reduced |
| Vestcor Inc | 1,421 | $384.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,445 | $390.8K | 0.00% | +231+19.0% | Added |
| Vident Advisory, LLC | 1,470 | $397.4K | 0.01% | −754−33.9% | Reduced |
| Gotham Asset Management, LLC | 1,483 | $400.9K | 0.00% | +1,483 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,490 | $402.8K | 0.02% | +40+2.8% | Added |
| Prosperity Wealth Management, Inc. | 1,495 | $404.2K | 0.16% | +195+15.0% | Added |
| Versor Investments LP | 1,495 | $404.2K | 0.06% | +1,495 | New |
| CastleKnight Management LP | 1,500 | $405.5K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,516 | $409.8K | 0.01% | +76+5.3% | Added |
| HighPoint Advisor Group LLC | 1,517 | $412.4K | 0.02% | −7−0.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,552 | $419.6K | 0.15% | +152+10.9% | Added |
| Illinois Municipal Retirement Fund | 1,556 | $420.7K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,558 | $421.2K | 0.01% | +23+1.5% | Added |
| Bridgefront Capital, LLC | 1,568 | $423.9K | 0.16% | +751+91.9% | Added |
| Gsa Capital Partners LLP | 1,598 | $432.0K | 0.03% | +440+38.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,629 | $440.4K | 0.00% | −183−10.1% | Reduced |
| Bamco Inc | 1,661 | $449.1K | 0.00% | +5+0.3% | Added |
| QRG Capital Management, Inc. | 1,666 | $450.4K | 0.00% | −128−7.1% | Reduced |
| Independent Financial Group, LLC | 1,671 | $451.8K | 0.02% | −2,579−60.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,572 | $454.5K | 0.00% | +155+10.9% | Added |
| UniSuper Management Pty Ltd | 1,700 | $459.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,703 | $460.4K | 0.01% | +29+1.7% | Added |
| Maxi Investments CY Ltd | 1,710 | $462.0K | 0.12% | −7,656−81.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,717 | $464.2K | 0.01% | −822−32.4% | Reduced |
| Ballentine Partners, LLC | 1,729 | $467.4K | 0.01% | +1,729 | New |
| Intellectus Partners, LLC | 1,730 | $467.7K | 0.12% | +200+13.1% | Added |
| Moody National Bank Trust Division | 1,741 | $470.7K | 0.05% | +188+12.1% | Added |
| Meridian Investment Counsel Inc. | 1,742 | $470.9K | 0.14% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,752 | $473.7K | 0.01% | +183+11.7% | Added |
| Kestra Advisory Services, LLC | 1,830 | $494.7K | 0.00% | −278−13.2% | Reduced |
| Qsemble Capital Management, LP | 1,833 | $495.6K | 0.09% | −332−15.3% | Reduced |
| Joel Isaacson & Co., LLC | 1,834 | $495.8K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,848 | $499.6K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 1,888 | $510.5K | 0.03% | +261+16.0% | Added |
| Occudo Quantitative Strategies LP | 1,895 | $512.3K | 0.09% | +1,895 | New |
| Frank, Rimerman Advisors LLC | 1,899 | $513.4K | 0.04% | −498−20.8% | Reduced |
| BNP Paribas | 1,950 | $527.2K | 0.02% | +1,950 | New |
| Credit Agricole S A | 1,951 | $527.5K | 0.00% | −1,968−50.2% | Reduced |
| Valmark Advisers, Inc. | 2,044 | $552.6K | 0.01% | −19−0.9% | Reduced |
| Commerce Bank | 2,050 | $554.2K | 0.00% | −15−0.7% | Reduced |
| Battery Global Advisors, LLC | 2,091 | $565.3K | 0.31% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 2,201 | $567.0K | 0.00% | −20,366−90.2% | Reduced |
| Centaurus Financial, Inc. | 2,100 | $568.0K | 0.04% | −356−14.5% | Reduced |
| Avestar Capital, LLC | 2,123 | $574.0K | 0.06% | +150+7.6% | Added |
| Meiji Yasuda Life Insurance Co | 2,137 | $577.7K | 0.01% | +717+50.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,194 | $586.9K | 0.01% | −2,927−57.2% | Reduced |
| Atria Investments LLC | 2,175 | $588.0K | 0.01% | +135+6.6% | Added |
| The PNC Financial Services Group, Inc. | 2,187 | $591.3K | 0.00% | −665−23.3% | Reduced |
| Prudential PLC | 2,209 | $597.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,223 | $601.0K | 0.02% | +93+4.4% | Added |
| Boothbay Fund Management, LLC | 2,224 | $601.3K | 0.02% | +2,224 | New |
| GraniteShares Advisors LLC | 2,244 | $606.7K | 0.41% | −313−12.2% | Reduced |
| Prudential Financial Inc | 2,257 | $610.2K | 0.00% | +23+1.0% | Added |
| Pine Valley Investments Ltd Liability Co | 2,276 | $615.3K | 0.04% | −10−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,281 | $616.6K | 0.00% | +24+1.1% | Added |
| Metis Global Partners, LLC | 2,319 | $626.9K | 0.02% | +494+27.1% | Added |
| XTX Topco Ltd | 2,350 | $635.3K | 0.05% | +518+28.3% | Added |
| Tokio Marine Asset Management Co Ltd | 2,361 | $638.3K | 0.03% | +17+0.7% | Added |
| Investment Management Corp of Ontario | 2,391 | $646.4K | 0.01% | +800+50.3% | Added |
| RSM US Wealth Management LLC | 2,554 | $658.0K | 0.01% | +263+11.5% | Added |
| Perigon Wealth Management, LLC | 2,462 | $665.7K | 0.02% | +18+0.7% | Added |
| LBMC Investment Advisors, LLC | 2,500 | $675.9K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,501 | $676.0K | 0.00% | −1,985−44.2% | Reduced |
| Banque Cantonale Vaudoise | 2,508 | $678.0K | 0.03% | +360+16.8% | Added |
| Omers Administration Corp | 2,518 | $680.7K | 0.01% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 2,576 | $696.4K | 0.40% | +273+11.9% | Added |
| WBI Investments | 2,600 | $702.9K | 0.17% | +2,600 | New |
| Assenagon Asset Management S.A. | 2,661 | $719.4K | 0.00% | +414+18.4% | Added |
| Sapient Capital LLC | 2,724 | $736.4K | 0.01% | +2,724 | New |
| Pier Capital, LLC | 2,726 | $737.0K | 0.10% | −338−11.0% | Reduced |
| Qtron Investments LLC | 2,793 | $755.1K | 0.10% | +540+24.0% | Added |
| Wedbush Securities Inc | 2,820 | $762.0K | 0.03% | +81+3.0% | Added |
| Alpha DNA Investment Management LLC | 2,825 | $763.7K | 0.42% | +2,825 | New |
| Transatlantique Private Wealth LLC | 2,833 | $765.9K | 0.29% | +2,833 | New |
| Brandywine Managers, LLC | 2,859 | $772.9K | 0.83% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,872 | $776.4K | 0.02% | −606−17.4% | Reduced |