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, 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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 5,302 | $1.43M | 0.15% | +5,302 | New |
| Diversified Trust Co | 5,280 | $1.43M | 0.04% | +486+10.1% | Added |
| Intech Investment Management LLC | 5,205 | $1.41M | 0.02% | +502+10.7% | Added |
| 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 |
| Prelude Capital Management, LLC | 5,083 | $1.37M | 0.11% | +5,083 | New |
| Schroder Investment Management Group | 5,056 | $1.36M | 0.00% | +108+2.2% | Added |
| Xcel Wealth Management, LLC | 4,975 | $1.34M | 0.39% | −25−0.5% | Reduced |
| Profund Advisors LLC | 4,943 | $1.34M | 0.05% | −348−6.6% | Reduced |
| Pacer Advisors, Inc. | 4,889 | $1.32M | 0.00% | +468+10.6% | Added |
| Aft, Forsyth & Company, Inc. | 4,817 | $1.30M | 0.64% | −15−0.3% | Reduced |
| AE Wealth Management LLC | 4,775 | $1.29M | 0.01% | −748−13.5% | Reduced |
| Alps Advisors Inc | 4,757 | $1.29M | 0.01% | −2,920−38.0% | Reduced |
| Oppenheimer & Co Inc | 4,753 | $1.28M | 0.02% | −86−1.8% | Reduced |
| Rothschild Investment LLC | 4,727 | $1.28M | 0.08% | +4,687+11,717.5% | Added |
| Stratos Wealth Partners, LTD. | 4,693 | $1.27M | 0.02% | +4,693 | New |
| Capstone Triton Financial Group, LLC | 4,689 | $1.27M | 0.81% | −4,583−49.4% | Reduced |
| Winton Group Ltd | 4,651 | $1.26M | 0.09% | +506+12.2% | Added |
| Amalgamated Bank | 4,624 | $1.25M | 0.01% | +21+0.5% | Added |
| Pathstone Holdings, LLC | 4,594 | $1.24M | 0.01% | −825−15.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,536 | $1.23M | 0.02% | +3,903+616.6% | Added |
| Circle Wealth Management, LLC | 4,531 | $1.22M | 0.03% | +2,082+85.0% | 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 |
| Ieq Capital, LLC | 4,291 | $1.16M | 0.01% | +32+0.8% | Added |
| Strategic Advocates LLC | 4,275 | $1.16M | 0.41% | +2,029+90.3% | Added |
| Semanteon Capital Management, LP | 4,203 | $1.14M | 0.77% | +4,203 | New |
| Paloma Partners Management Co | 4,152 | $1.12M | 0.06% | +3,820+1,150.6% | Added |
| Maryland State Retirement & Pension System | 4,069 | $1.10M | 0.02% | −1,137−21.8% | Reduced |
| EFG Asset Management (North America) Corp. | 4,051 | $1.09M | 0.18% | −2,137−34.5% | Reduced |
| Mercer Global Advisors Inc | 4,221 | $1.09M | 0.00% | +248+6.2% | Added |
| Wealthfront Advisers LLC | 4,005 | $1.08M | 0.00% | +727+22.2% | Added |
| Benjamin Edwards Inc | 3,901 | $1.05M | 0.02% | +3,901 | New |
| Mackenzie Financial Corp | 3,877 | $1.05M | 0.00% | −308−7.4% | Reduced |
| US Bancorp | 3,869 | $1.05M | 0.00% | +324+9.1% | Added |
| Aigen Investment Management, LP | 3,866 | $1.05M | 0.21% | +3,866 | New |
| Silicon Valley Community Foundation | 3,818 | $1.03M | 0.04% | −50−1.3% | Reduced |
| Swiss Life Asset Management Ltd | 3,820 | $1.03M | 0.01% | −196−4.9% | Reduced |
| APG Asset Management N.V. | 4,133 | $1.00M | 0.01% | −57,108−93.3% | Reduced |
| Tyler-Stone Wealth Management | 3,656 | $988.4K | 0.19% | +1,828+100.0% | Added |
| Advisory Services Network, LLC | 3,910 | $977.3K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,598 | $972.7K | 0.01% | +2,863+389.5% | Added |
| Harbor Capital Advisors, Inc. | 3,527 | $954.0K | 0.04% | −52−1.5% | Reduced |
| Washington Harbour Partners LP | 3,500 | $946.2K | 1.69% | −400−10.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 3,483 | $941.6K | 0.18% | −2,179−38.5% | Reduced |
| SeaBridge Investment Advisors LLC | 3,437 | $929.2K | 0.23% | +3,437 | New |
| Sherbrooke Park Advisers LLC | 3,410 | $921.9K | 0.21% | +1,268+59.2% | Added |
| Harvest Fund Management Co., Ltd | 3,403 | $919.0K | 0.05% | +1,183+53.3% | Added |
| Teza Capital Management LLC | 3,391 | $916.8K | 0.10% | +3,391 | New |
| Snowden Capital Advisors LLC | 3,347 | $904.9K | 0.03% | +50+1.5% | Added |
| NEOS Investment Management LLC | 3,304 | $893.2K | 0.03% | +239+7.8% | Added |
| Davenport & Co LLC | 3,277 | $886.0K | 0.01% | −97−2.9% | Reduced |
| CWM, LLC | 3,269 | $884.0K | 0.00% | +156+5.0% | Added |
| Princeton Capital Management LLC | 3,247 | $877.8K | 0.28% | −1,265−28.0% | Reduced |
| Baader Bank INC | 3,200 | $865.1K | 0.07% | −127−3.8% | Reduced |
| Motley Fool Asset Management LLC | 3,357 | $864.9K | 0.05% | +171+5.4% | Added |
| Janney Montgomery Scott LLC | 3,183 | $861.0K | 0.00% | +3,183 | New |
| Banco Santander, S.A. | 3,128 | $845.7K | 0.01% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 3,110 | $840.8K | 0.16% | +1,915+160.3% | Added |
| M&T Bank Corp | 3,043 | $822.5K | 0.00% | +251+9.0% | Added |
| CI Private Wealth, LLC | 3,013 | $814.6K | 0.00% | +554+22.5% | Added |
| Rakuten Investment Management, Inc. | 3,022 | $814.5K | 0.00% | +817+37.1% | Added |
| E. Ohman J:or Asset Management AB | 3,000 | $811.0K | 0.02% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 2,977 | $804.8K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 2,964 | $801.3K | 0.00% | +1,162+64.5% | Added |
| Hel Ved Capital Management Ltd | 2,930 | $792.1K | 0.37% | −1,270−30.2% | Reduced |
| Brown Advisory Inc | 2,887 | $780.5K | 0.00% | +722+33.3% | Added |
| Optiver Holding B.V. | 2,872 | $776.4K | 0.02% | −606−17.4% | Reduced |
| Brandywine Managers, LLC | 2,859 | $772.9K | 0.83% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,833 | $765.9K | 0.29% | +2,833 | New |
| Alpha DNA Investment Management LLC | 2,825 | $763.7K | 0.42% | +2,825 | New |
| Wedbush Securities Inc | 2,820 | $762.0K | 0.03% | +81+3.0% | Added |
| Qtron Investments LLC | 2,793 | $755.1K | 0.10% | +540+24.0% | Added |
| Pier Capital, LLC | 2,726 | $737.0K | 0.10% | −338−11.0% | Reduced |
| Sapient Capital LLC | 2,724 | $736.4K | 0.01% | +2,724 | New |
| Assenagon Asset Management S.A. | 2,661 | $719.4K | 0.00% | +414+18.4% | Added |
| WBI Investments | 2,600 | $702.9K | 0.17% | +2,600 | New |
| MN Wealth Advisors, LLC | 2,576 | $696.4K | 0.40% | +273+11.9% | Added |
| Omers Administration Corp | 2,518 | $680.7K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,508 | $678.0K | 0.03% | +360+16.8% | Added |
| SG Americas Securities, LLC | 2,501 | $676.0K | 0.00% | −1,985−44.2% | Reduced |
| LBMC Investment Advisors, LLC | 2,500 | $675.9K | 0.05% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,462 | $665.7K | 0.02% | +18+0.7% | Added |
| RSM US Wealth Management LLC | 2,554 | $658.0K | 0.01% | +263+11.5% | Added |
| Investment Management Corp of Ontario | 2,391 | $646.4K | 0.01% | +800+50.3% | Added |
| Tokio Marine Asset Management Co Ltd | 2,361 | $638.3K | 0.03% | +17+0.7% | Added |
| XTX Topco Ltd | 2,350 | $635.3K | 0.05% | +518+28.3% | Added |
| Metis Global Partners, LLC | 2,319 | $626.9K | 0.02% | +494+27.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,281 | $616.6K | 0.00% | +24+1.1% | Added |
| Pine Valley Investments Ltd Liability Co | 2,276 | $615.3K | 0.04% | −10−0.4% | Reduced |
| Prudential Financial Inc | 2,257 | $610.2K | 0.00% | +23+1.0% | Added |
| GraniteShares Advisors LLC | 2,244 | $606.7K | 0.41% | −313−12.2% | Reduced |
| Boothbay Fund Management, LLC | 2,224 | $601.3K | 0.02% | +2,224 | New |
| Ameritas Investment Partners, Inc. | 2,223 | $601.0K | 0.02% | +93+4.4% | Added |
| Prudential PLC | 2,209 | $597.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,187 | $591.3K | 0.00% | −665−23.3% | Reduced |
| Atria Investments LLC | 2,175 | $588.0K | 0.01% | +135+6.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,194 | $586.9K | 0.01% | −2,927−57.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,137 | $577.7K | 0.01% | +717+50.5% | Added |
| Avestar Capital, LLC | 2,123 | $574.0K | 0.06% | +150+7.6% | Added |