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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 2,887 | $780.5K | 0.00% | +722+33.3% | Added |
| Hel Ved Capital Management Ltd | 2,930 | $792.1K | 0.37% | −1,270−30.2% | Reduced |
| Keybank National Association | 2,964 | $801.3K | 0.00% | +1,162+64.5% | Added |
| Yarbrough Capital, LLC | 2,977 | $804.8K | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 3,000 | $811.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 3,022 | $814.5K | 0.00% | +817+37.1% | Added |
| CI Private Wealth, LLC | 3,013 | $814.6K | 0.00% | +554+22.5% | Added |
| M&T Bank Corp | 3,043 | $822.5K | 0.00% | +251+9.0% | Added |
| Eisler Capital (US) LLC | 3,110 | $840.8K | 0.16% | +1,915+160.3% | Added |
| Banco Santander, S.A. | 3,128 | $845.7K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,183 | $861.0K | 0.00% | +3,183 | New |
| Motley Fool Asset Management LLC | 3,357 | $864.9K | 0.05% | +171+5.4% | Added |
| Baader Bank INC | 3,200 | $865.1K | 0.07% | −127−3.8% | Reduced |
| Princeton Capital Management LLC | 3,247 | $877.8K | 0.28% | −1,265−28.0% | Reduced |
| CWM, LLC | 3,269 | $884.0K | 0.00% | +156+5.0% | Added |
| Davenport & Co LLC | 3,277 | $886.0K | 0.01% | −97−2.9% | Reduced |
| NEOS Investment Management LLC | 3,304 | $893.2K | 0.03% | +239+7.8% | Added |
| Snowden Capital Advisors LLC | 3,347 | $904.9K | 0.03% | +50+1.5% | Added |
| Teza Capital Management LLC | 3,391 | $916.8K | 0.10% | +3,391 | New |
| Harvest Fund Management Co., Ltd | 3,403 | $919.0K | 0.05% | +1,183+53.3% | Added |
| Sherbrooke Park Advisers LLC | 3,410 | $921.9K | 0.21% | +1,268+59.2% | Added |
| SeaBridge Investment Advisors LLC | 3,437 | $929.2K | 0.23% | +3,437 | New |
| EFG Asset Management (Americas) Corp. | 3,483 | $941.6K | 0.18% | −2,179−38.5% | Reduced |
| Washington Harbour Partners LP | 3,500 | $946.2K | 1.69% | −400−10.3% | Reduced |
| Harbor Capital Advisors, Inc. | 3,527 | $954.0K | 0.04% | −52−1.5% | Reduced |
| GWM Advisors LLC | 3,598 | $972.7K | 0.01% | +2,863+389.5% | Added |
| Advisory Services Network, LLC | 3,910 | $977.3K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,656 | $988.4K | 0.19% | +1,828+100.0% | Added |
| APG Asset Management N.V. | 4,133 | $1.00M | 0.01% | −57,108−93.3% | Reduced |
| Swiss Life Asset Management Ltd | 3,820 | $1.03M | 0.01% | −196−4.9% | Reduced |
| Silicon Valley Community Foundation | 3,818 | $1.03M | 0.04% | −50−1.3% | Reduced |
| Aigen Investment Management, LP | 3,866 | $1.05M | 0.21% | +3,866 | New |
| US Bancorp | 3,869 | $1.05M | 0.00% | +324+9.1% | Added |
| Mackenzie Financial Corp | 3,877 | $1.05M | 0.00% | −308−7.4% | Reduced |
| Benjamin Edwards Inc | 3,901 | $1.05M | 0.02% | +3,901 | New |
| Wealthfront Advisers LLC | 4,005 | $1.08M | 0.00% | +727+22.2% | Added |
| Mercer Global Advisors Inc | 4,221 | $1.09M | 0.00% | +248+6.2% | Added |
| EFG Asset Management (North America) Corp. | 4,051 | $1.09M | 0.18% | −2,137−34.5% | Reduced |
| Maryland State Retirement & Pension System | 4,069 | $1.10M | 0.02% | −1,137−21.8% | Reduced |
| Paloma Partners Management Co | 4,152 | $1.12M | 0.06% | +3,820+1,150.6% | Added |
| Semanteon Capital Management, LP | 4,203 | $1.14M | 0.77% | +4,203 | New |
| Strategic Advocates LLC | 4,275 | $1.16M | 0.41% | +2,029+90.3% | Added |
| Ieq Capital, LLC | 4,291 | $1.16M | 0.01% | +32+0.8% | Added |
| Knollwood Investment Advisory, LLC | 4,450 | $1.20M | 0.13% | 00.0% | Unchanged |
| MetLife Investment Management | 4,450 | $1.20M | 0.01% | +72+1.6% | Added |
| Circle Wealth Management, LLC | 4,531 | $1.22M | 0.03% | +2,082+85.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,536 | $1.23M | 0.02% | +3,903+616.6% | Added |
| Pathstone Holdings, LLC | 4,594 | $1.24M | 0.01% | −825−15.2% | Reduced |
| Amalgamated Bank | 4,624 | $1.25M | 0.01% | +21+0.5% | Added |
| Winton Group Ltd | 4,651 | $1.26M | 0.09% | +506+12.2% | Added |
| Capstone Triton Financial Group, LLC | 4,689 | $1.27M | 0.81% | −4,583−49.4% | Reduced |
| Stratos Wealth Partners, LTD. | 4,693 | $1.27M | 0.02% | +4,693 | New |
| Rothschild Investment LLC | 4,727 | $1.28M | 0.08% | +4,687+11,717.5% | Added |
| Oppenheimer & Co Inc | 4,753 | $1.28M | 0.02% | −86−1.8% | Reduced |
| Alps Advisors Inc | 4,757 | $1.29M | 0.01% | −2,920−38.0% | Reduced |
| AE Wealth Management LLC | 4,775 | $1.29M | 0.01% | −748−13.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,817 | $1.30M | 0.64% | −15−0.3% | Reduced |
| Pacer Advisors, Inc. | 4,889 | $1.32M | 0.00% | +468+10.6% | Added |
| Profund Advisors LLC | 4,943 | $1.34M | 0.05% | −348−6.6% | Reduced |
| Xcel Wealth Management, LLC | 4,975 | $1.34M | 0.39% | −25−0.5% | Reduced |
| Schroder Investment Management Group | 5,056 | $1.36M | 0.00% | +108+2.2% | Added |
| Prelude Capital Management, LLC | 5,083 | $1.37M | 0.11% | +5,083 | New |
| Brinker Capital Investments, LLC | 5,102 | $1.38M | 0.01% | +215+4.4% | Added |
| Orion Portfolio Solutions, LLC | 5,102 | $1.38M | 0.01% | +215+4.4% | Added |
| Intech Investment Management LLC | 5,205 | $1.41M | 0.02% | +502+10.7% | Added |
| Diversified Trust Co | 5,280 | $1.43M | 0.04% | +486+10.1% | Added |
| Dynamic Technology Lab Private Ltd | 5,302 | $1.43M | 0.15% | +5,302 | New |
| Cresset Asset Management, LLC | 5,371 | $1.45M | 0.01% | +449+9.1% | Added |
| United Capital Financial Advisers, LLC | 5,433 | $1.47M | 0.01% | −38−0.7% | Reduced |
| Scientech Research LLC | 5,464 | $1.48M | 0.29% | −8,930−62.0% | Reduced |
| Lighthouse Investment Partners, LLC | 5,500 | $1.49M | 0.08% | −3,500−38.9% | Reduced |
| Bokf, NA | 5,887 | $1.49M | 0.03% | +7+0.1% | Added |
| Oak Thistle LLC | 5,543 | $1.50M | 0.49% | +5,543 | New |
| Capstone Investment Advisors, LLC | 5,567 | $1.51M | 0.03% | +235+4.4% | Added |
| Fox Run Management, L.L.C. | 5,568 | $1.51M | 0.33% | +5,568 | New |
| Gulf International Bank (UK) Ltd | 5,580 | $1.51M | 0.04% | −240−4.1% | Reduced |
| Silvant Capital Management LLC | 5,598 | $1.51M | 0.07% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 5,600 | $1.51M | 0.03% | −200−3.4% | Reduced |
| L & S Advisors Inc | 5,755 | $1.56M | 0.16% | +4,113+250.5% | Added |
| CIBC World Markets Corp | 5,893 | $1.59M | 0.01% | −3,334−36.1% | Reduced |
| Jefferies Financial Group Inc. | 6,000 | $1.62M | 0.03% | +6,000 | New |
| Diker Management LLC | 6,000 | $1.62M | 1.29% | +6,000 | New |
| Shay Capital LLC | 6,000 | $1.62M | 0.48% | +6,000 | New |
| TrueMark Investments, LLC | 6,087 | $1.65M | 0.53% | −988−14.0% | Reduced |
| Principal Financial Group Inc | 6,095 | $1.65M | 0.00% | +160+2.7% | Added |
| Emerald Advisers, LLC | 6,101 | $1.65M | 0.06% | −1,290−17.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,108 | $1.65M | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 6,161 | $1.67M | 0.46% | +779+14.5% | Added |
| Corebridge Financial, Inc. | 6,186 | $1.67M | 0.01% | −53−0.8% | Reduced |
| Acadian Asset Management LLC | 6,257 | $1.69M | 0.01% | +2,578+70.1% | Added |
| Leonteq Securities AG | 6,319 | $1.71M | 0.20% | −2,368−27.3% | Reduced |
| Azzad Asset Management Inc | 6,387 | $1.73M | 0.19% | +1,173+22.5% | Added |
| Vontobel Holding Ltd. | 6,770 | $1.83M | 0.01% | −1,538−18.5% | Reduced |
| Stonegate Investment Group, LLC | 6,979 | $1.89M | 0.05% | +360+5.4% | Added |
| Bank of Nova Scotia | 2,000 | $1.89M | 0.00% | −285−12.5% | Reduced |
| Oppenheimer Asset Management Inc. | 7,044 | $1.90M | 0.02% | +679+10.7% | Added |
| Sanctuary Advisors, LLC | 5,747 | $1.91M | 0.01% | −1,695−22.8% | Reduced |
| Quantinno Capital Management LP | 7,125 | $1.93M | 0.03% | −10−0.1% | Reduced |
| MML Investors Services, LLC | 7,252 | $1.96M | 0.01% | −426−5.5% | Reduced |
| Vista Wealth Management Group, LLC | 7,292 | $1.97M | 0.13% | 00.0% | Unchanged |