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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 2,100 | $568.0K | 0.04% | −356−14.5% | Reduced |
| APG Asset Management US Inc. | 2,201 | $567.0K | 0.00% | −20,366−90.2% | Reduced |
| Battery Global Advisors, LLC | 2,091 | $565.3K | 0.31% | 00.0% | Unchanged |
| Commerce Bank | 2,050 | $554.2K | 0.00% | −15−0.7% | Reduced |
| Valmark Advisers, Inc. | 2,044 | $552.6K | 0.01% | −19−0.9% | Reduced |
| Credit Agricole S A | 1,951 | $527.5K | 0.00% | −1,968−50.2% | Reduced |
| BNP Paribas | 1,950 | $527.2K | 0.02% | +1,950 | New |
| Frank, Rimerman Advisors LLC | 1,899 | $513.4K | 0.04% | −498−20.8% | Reduced |
| Occudo Quantitative Strategies LP | 1,895 | $512.3K | 0.09% | +1,895 | New |
| Veriti Management LLC | 1,888 | $510.5K | 0.03% | +261+16.0% | Added |
| Panagora Asset Management Inc | 1,848 | $499.6K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,834 | $495.8K | 0.02% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 1,833 | $495.6K | 0.09% | −332−15.3% | Reduced |
| Kestra Advisory Services, LLC | 1,830 | $494.7K | 0.00% | −278−13.2% | Reduced |
| Signaturefd, LLC | 1,752 | $473.7K | 0.01% | +183+11.7% | Added |
| Meridian Investment Counsel Inc. | 1,742 | $470.9K | 0.14% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,741 | $470.7K | 0.05% | +188+12.1% | Added |
| Intellectus Partners, LLC | 1,730 | $467.7K | 0.12% | +200+13.1% | Added |
| Ballentine Partners, LLC | 1,729 | $467.4K | 0.01% | +1,729 | New |
| Carnegie Capital Asset Management, LLC | 1,717 | $464.2K | 0.01% | −822−32.4% | Reduced |
| Maxi Investments CY Ltd | 1,710 | $462.0K | 0.12% | −7,656−81.7% | Reduced |
| HM Payson & Co | 1,703 | $460.4K | 0.01% | +29+1.7% | Added |
| UniSuper Management Pty Ltd | 1,700 | $459.6K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,572 | $454.5K | 0.00% | +155+10.9% | Added |
| Independent Financial Group, LLC | 1,671 | $451.8K | 0.02% | −2,579−60.7% | Reduced |
| QRG Capital Management, Inc. | 1,666 | $450.4K | 0.00% | −128−7.1% | Reduced |
| Bamco Inc | 1,661 | $449.1K | 0.00% | +5+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,629 | $440.4K | 0.00% | −183−10.1% | Reduced |
| Gsa Capital Partners LLP | 1,598 | $432.0K | 0.03% | +440+38.0% | Added |
| Bridgefront Capital, LLC | 1,568 | $423.9K | 0.16% | +751+91.9% | Added |
| Empowered Funds, LLC | 1,558 | $421.2K | 0.01% | +23+1.5% | Added |
| Illinois Municipal Retirement Fund | 1,556 | $420.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,552 | $419.6K | 0.15% | +152+10.9% | Added |
| HighPoint Advisor Group LLC | 1,517 | $412.4K | 0.02% | −7−0.5% | Reduced |
| Independent Advisor Alliance | 1,516 | $409.8K | 0.01% | +76+5.3% | Added |
| CastleKnight Management LP | 1,500 | $405.5K | 0.05% | 00.0% | Unchanged |
| 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 |
| Meiji Yasuda Asset Management Co Ltd. | 1,490 | $402.8K | 0.02% | +40+2.8% | Added |
| Gotham Asset Management, LLC | 1,483 | $400.9K | 0.00% | +1,483 | New |
| Vident Advisory, LLC | 1,470 | $397.4K | 0.01% | −754−33.9% | Reduced |
| Captrust Financial Advisors | 1,445 | $390.8K | 0.00% | +231+19.0% | Added |
| Vestcor Inc | 1,421 | $384.0K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,400 | $378.5K | 0.17% | −200−12.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,354 | $377.7K | 0.01% | +1,354 | New |
| Park Avenue Securities LLC | 1,386 | $375.0K | 0.00% | −142−9.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,452 | $374.1K | 0.00% | −270−15.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,374 | $371.5K | 0.01% | +30+2.2% | Added |
| Parallel Advisors, LLC | 1,338 | $361.7K | 0.01% | +82+6.5% | Added |
| First Hawaiian Bank | 1,328 | $359.0K | 0.01% | +1,328 | New |
| Cynosure Management, LLC | 1,304 | $352.5K | 0.05% | −370−22.1% | Reduced |
| New York Life Investment Management LLC | 1,295 | $350.1K | 0.00% | +161+14.2% | Added |
| Wetherby Asset Management Inc | 1,278 | $345.5K | 0.02% | −133−9.4% | Reduced |
| Congress Park Capital LLC | 1,275 | $344.7K | 0.13% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 1,252 | $338.5K | 0.17% | +70+5.9% | Added |
| Evanson Asset Management, LLC | 1,237 | $334.4K | 0.02% | −150−10.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,235 | $333.9K | 0.01% | −6,302−83.6% | Reduced |
| DC Investments Management, LLC | 1,229 | $332.3K | 0.23% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,226 | $331.6K | 0.03% | +224+22.4% | Added |
| Values First Advisors, Inc. | 1,212 | $327.6K | 0.18% | −4−0.3% | Reduced |
| Fulton Bank, N.A. | 1,199 | $324.1K | 0.01% | +64+5.6% | Added |
| Lido Advisors, LLC | 1,191 | $322.1K | 0.00% | +23+2.0% | Added |
| Prime Capital Investment Advisors, LLC | 1,190 | $321.7K | 0.00% | +59+5.2% | Added |
| Jump Financial, LLC | 1,180 | $319.0K | 0.01% | −2,799−70.3% | Reduced |
| Integrated Wealth Concepts LLC | 1,175 | $317.7K | 0.00% | −280−19.2% | Reduced |
| Sequoia Financial Advisors, LLC | 1,117 | $302.0K | 0.00% | +1,117 | New |
| Ellevest, Inc. | 1,116 | $301.7K | 0.02% | +277+33.0% | Added |
| NewEdge Wealth, LLC | 1,093 | $295.5K | 0.01% | +1,093 | New |
| Nisa Investment Advisors, LLC | 1,090 | $294.7K | 0.00% | +40+3.8% | Added |
| Hilltop Holdings Inc. | 1,079 | $291.7K | 0.02% | +1,079 | New |
| IFP Advisors, Inc | 1,058 | $286.1K | 0.01% | −42−3.8% | Reduced |
| Stephens Inc | 1,057 | $285.8K | 0.00% | −14−1.3% | Reduced |
| STF Management LP | 1,053 | $284.7K | 0.13% | −106−9.1% | Reduced |
| Sentry Investment Management LLC | 1,034 | $280.0K | 0.12% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,035 | $279.8K | 0.00% | +61+6.3% | Added |
| Brevan Howard Capital Management LP | 1,034 | $279.5K | 0.01% | +1,034 | New |
| Avantax Advisory Services, Inc. | 1,014 | $274.1K | 0.00% | +124+13.9% | Added |
| Resources Investment Advisors, LLC. | 1,005 | $271.7K | 0.00% | +153+18.0% | Added |
| 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 |
| Ostrum Asset Management | 993 | $268.5K | 0.02% | −197−16.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 991 | $267.9K | 0.00% | +180+22.2% | Added |
| Archetype Wealth Partners | 978 | $264.0K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 969 | $262.0K | 0.01% | −1,112−53.4% | Reduced |
| Mutual of America Capital Management LLC | 967 | $261.4K | 0.00% | −30−3.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 964 | $260.6K | 0.03% | +159+19.8% | Added |
| TFB Advisors LLC | 961 | $259.8K | 0.08% | −21−2.1% | Reduced |
| Tanager Wealth Management LLP | 957 | $258.7K | 0.03% | +43+4.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 949 | $256.6K | 0.12% | 00.0% | Unchanged |
| Chicago Trust Co NA | 945 | $255.5K | 0.04% | +945 | New |
| 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 |
| Bleakley Financial Group, LLC | 939 | $253.9K | 0.01% | +89+10.5% | Added |
| China Universal Asset Management Co., Ltd. | 937 | $253.3K | 0.03% | +496+112.5% | Added |
| Graham Capital Management, L.P. | 923 | $249.5K | 0.01% | +923 | New |
| Moore Capital Management, LP | 916 | $247.6K | 0.01% | +916 | New |
| Yousif Capital Management, LLC | 905 | $244.7K | 0.00% | +35+4.0% | Added |
| Plato Investment Management Ltd | 902 | $243.6K | 0.02% | −176−16.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 878 | $237.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 877 | $237.2K | 0.01% | −430−32.9% | Reduced |