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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 927 | $231.7K | 0.00% | +389+72.3% | Added |
| Prospera Financial Services Inc | 857 | $231.7K | 0.01% | −395−31.5% | Reduced |
| Weiss Asset Management LP | 804 | $217.4K | 0.01% | +804 | New |
| Awm Capital, LLC | 803 | $217.1K | 0.03% | −1−0.1% | Reduced |
| Nwam LLC | 781 | $211.1K | 0.01% | +781 | New |
| Coldstream Capital Management Inc | 755 | $208.7K | 0.00% | +755 | New |
| Siemens Fonds Invest GmbH | 759 | $205.2K | 0.02% | +759 | New |
| Prio Wealth Limited Partnership | 750 | $202.8K | 0.01% | +750 | New |
| Quarry LP | 728 | $196.8K | 0.06% | +594+443.3% | Added |
| Financial Perspectives, Inc | 697 | $188.4K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 683 | $184.5K | 0.02% | −262−27.7% | Reduced |
| Ossiam | 682 | $184.4K | 0.00% | −169−19.9% | Reduced |
| Tidemark, LLC | 681 | $184.1K | 0.08% | +575+542.5% | Added |
| Edmond de Rothschild Holding S.A. | 637 | $172.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 626 | $169.3K | 0.01% | −616−49.6% | Reduced |
| EMC Capital Management | 7,891 | $167.0K | 0.14% | +4,291+119.2% | Added |
| Fifth Third Bancorp | 608 | $164.4K | 0.00% | −12−1.9% | Reduced |
| Jones Financial Companies LLLP | 607 | $163.6K | 0.00% | −37−5.7% | Reduced |
| Natixis | 598 | $161.7K | 0.00% | −436−42.2% | Reduced |
| Allworth Financial LP | 570 | $154.2K | 0.00% | +21+3.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 558 | $150.7K | 0.01% | +400+253.2% | Added |
| Shell Asset Management Co | 546 | $148.0K | 0.01% | +546 | New |
| Transcendent Capital Group LLC | 533 | $144.1K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 38,390 | $142.0K | 0.00% | +38,224+23,026.5% | Added |
| Principal Securities, Inc. | 517 | $139.8K | 0.00% | +4+0.8% | Added |
| West Tower Group, LLC | 500 | $135.2K | 0.29% | +500 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 474 | $128.1K | 0.05% | +306+182.1% | Added |
| GeoWealth Management, LLC | 466 | $126.0K | 0.00% | +466 | New |
| Icon Wealth Advisors, LLC | 404 | $109.2K | 0.01% | +404 | New |
| Clearstead Advisors, LLC | 403 | $109.0K | 0.00% | +29+7.8% | Added |
| Centiva Capital, LP | 396 | $107.1K | 0.00% | +396 | New |
| Natixis Investment Managers International | 385 | $104.1K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $100.1K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 369 | $99.8K | 0.02% | +369 | New |
| Advisors Asset Management, Inc. | 360 | $97.3K | 0.00% | +2+0.6% | Added |
| Bessemer Group Inc | 357 | $97.0K | 0.00% | −6−1.7% | Reduced |
| Quadrant Capital Group LLC | 357 | $96.5K | 0.01% | −18−4.8% | Reduced |
| Covestor Ltd | 338 | $91.0K | 0.06% | +82+32.0% | Added |
| Rakuten Securities, Inc. | 332 | $89.8K | 0.04% | +47+16.5% | Added |
| Provenance Wealth Advisors, LLC | 324 | $87.6K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 307 | $83.0K | 0.02% | +307 | New |
| Laurel Wealth Advisors LLC | 303 | $81.9K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 300 | $81.1K | 0.02% | +300 | New |
| Lindbrook Capital, LLC | 277 | $74.9K | 0.01% | +39+16.4% | Added |
| First Horizon Advisors, Inc. | 254 | $68.7K | 0.00% | +8+3.3% | Added |
| Manchester Capital Management LLC | 244 | $66.0K | 0.01% | +90+58.4% | Added |
| Smartleaf Asset Management LLC | 236 | $63.6K | 0.01% | +147+165.2% | Added |
| J.Safra Asset Management Corp | 225 | $60.6K | 0.01% | +92+69.2% | Added |
| Horizon Investments, LLC | 216 | $58.4K | 0.00% | +1+0.5% | Added |
| Westpac Banking Corp | 210 | $56.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 209 | $56.5K | 0.00% | −6−2.8% | Reduced |
| Alta Advisers Ltd | 200 | $54.1K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $54.0K | 0.03% | +190+1,900.0% | Added |
| CVA Family Office, LLC | 199 | $53.8K | 0.01% | +19+10.6% | Added |
| Planning Capital Management Corp | 192 | $51.9K | 0.03% | +182+1,820.0% | Added |
| CoreCap Advisors, LLC | 164 | $44.3K | 0.00% | +154+1,540.0% | Added |
| Asset Dedication, LLC | 163 | $44.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 161 | $43.5K | 0.00% | +161 | New |
| Jamison Private Wealth Management, Inc. | 150 | $40.6K | 0.01% | −17−10.2% | Reduced |
| EverSource Wealth Advisors, LLC | 150 | $40.6K | 0.00% | −70−31.8% | Reduced |
| DSM Capital Partners LLC | 148 | $40.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 137 | $39.9K | 0.01% | +118+621.1% | Added |
| GAMMA Investing LLC | 145 | $39.2K | 0.00% | +93+178.8% | Added |
| Hantz Financial Services, Inc. | 140 | $38.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 134 | $36.2K | 0.01% | +134 | New |
| Wintrust Investments LLC | 135 | $36.0K | 0.03% | −1,414−91.3% | Reduced |
| Alpine Bank Wealth Management | 128 | $34.6K | 0.01% | +128 | New |
| Sandy Spring Bank | 127 | $34.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 124 | $33.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 118 | $32.0K | 0.00% | −13−9.9% | Reduced |
| Global Retirement Partners, LLC | 115 | $31.1K | 0.00% | +39+51.3% | Added |
| McMahon Financial Advisors, LLC | 100 | $27.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $27.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 99 | $26.0K | 0.01% | +5+5.3% | Added |
| Carmichael Hill & Associates, Inc. | 90 | $24.3K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 89 | $24.1K | 0.01% | −8−8.2% | Reduced |
| Adirondack Trust Co | 88 | $23.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 83 | $22.4K | 0.00% | −194−70.0% | Reduced |
| Capital Advisors, Ltd. LLC | 74 | $20.0K | 0.00% | −1−1.3% | Reduced |
| Montag A & Associates Inc | 70 | $19.0K | 0.00% | −7−9.1% | Reduced |
| Riverview Trust Co | 70 | $18.9K | 0.02% | +2+2.9% | Added |
| Pittenger & Anderson Inc | 70 | $18.9K | 0.00% | +21+42.9% | Added |
| Elequin Capital LP | 68 | $18.4K | 0.00% | +68 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $16.2K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 58 | $15.7K | 0.01% | +53+1,060.0% | Added |
| Catalyst Capital Advisors LLC | 58 | $15.7K | 0.00% | −14−19.4% | Reduced |
| Harbor Investment Advisory, LLC | 55 | $14.9K | 0.00% | −4−6.8% | Reduced |
| Massmutual Trust Co FSB | 54 | $14.6K | 0.00% | −13−19.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 51 | $14.0K | 0.00% | −12−19.0% | Reduced |
| Brown Brothers Harriman & Co | 51 | $13.8K | 0.00% | +39+325.0% | Added |
| Front Row Advisors LLC | 50 | $13.5K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 50 | $13.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $11.4K | 0.00% | +1+2.4% | Added |
| TD Private Client Wealth LLC | 40 | $10.8K | 0.00% | −9−18.4% | Reduced |
| Trifecta Capital Advisors, LLC | 40 | $10.8K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 39 | $10.5K | 0.01% | +30+333.3% | Added |
| Private Trust Co NA | 38 | $10.3K | 0.00% | −3−7.3% | Reduced |
| Northwest Capital Management Inc | 38 | $10.3K | 0.00% | 00.0% | Unchanged |