Skip to main content

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.

Institutional holdersQ3 2024: 667 institutions
Q1 2021: 468 institutionsQ2 2021: 463 institutionsQ3 2021: 511 institutionsQ4 2021: 561 institutionsQ1 2022: 571 institutionsQ2 2022: 539 institutionsQ3 2022: 509 institutionsQ4 2022: 522 institutionsQ1 2023: 528 institutionsQ2 2023: 663 institutionsQ3 2023: 668 institutionsQ4 2023: 748 institutionsQ1 2024: 737 institutionsQ2 2024: 662 institutionsQ3 2024: 667 institutionsQ4 2024: 713 institutionsQ1 2025: 663 institutionsQ2 2025: 693 institutionsQ3 2025: 778 institutionsQ4 2025: 915 institutionsQ1 2026: 817 institutionsQ2 2026: 875 institutions
Value heldQ3 2024: $18.2B
Q1 2021: $14.2BQ2 2021: $21.1BQ3 2021: $27.9BQ4 2021: $31.7BQ1 2022: $26.8BQ2 2022: $16.0BQ3 2022: $12.3BQ4 2022: $12.2BQ1 2023: $14.8BQ2 2023: $26.1BQ3 2023: $22.3BQ4 2023: $26.4BQ1 2024: $23.5BQ2 2024: $17.0BQ3 2024: $18.2BQ4 2024: $15.3BQ1 2025: $12.1BQ2 2025: $14.5BQ3 2025: $22.7BQ4 2025: $30.5BQ1 2026: $17.5BQ2 2026: $25.0B
Institutions holding MDB and their total value by quarter
QuarterHoldersValue
Q2 2026875$25.0B
Q1 2026817$17.5B
Q4 2025915$30.5B
Q3 2025778$22.7B
Q2 2025693$14.5B
Q1 2025663$12.1B
Q4 2024713$15.3B
Q3 2024667$18.2B
Q2 2024662$17.0B
Q1 2024737$23.5B
Q4 2023748$26.4B
Q3 2023668$22.3B
Q2 2023663$26.1B
Q1 2023528$14.8B
Q4 2022522$12.2B
Q3 2022509$12.3B
Q2 2022539$16.0B
Q1 2022571$26.8B
Q4 2021561$31.7B
Q3 2021511$27.9B
Q2 2021463$21.1B
Q1 2021468$14.2B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q2 2024.

Institutions holding MDB in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Harbour Investments, Inc.37$10.0K0.00%−7−15.9%Reduced
MV Capital Management, Inc.37$10.0K0.00%+33+825.0%Added
Legacy Bridge, LLC37$10.0K0.01%+37New
LRI Investments, LLC33$9.62K0.00%−73−68.9%Reduced
NBC Securities, Inc.36$9.00K0.00%+20+125.0%Added
WR Wealth Planners, LLC33$8.92K0.00%00.0%Unchanged
Rise Advisors, LLC30$8.11K0.00%−12−28.6%Reduced
Main Street Group, LTD30$8.11K0.00%00.0%Unchanged
Bell Investment Advisors, Inc30$8.11K0.00%−1−3.2%Reduced
Eastern Bank30$8.11K0.00%+30New
Glen Eagle Advisors, LLC29$7.84K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC28$7.57K0.00%−21−42.9%Reduced
Creekmur Asset Management LLC28$7.57K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.28$7.57K0.00%+8+40.0%Added
Cornerstone Planning Group LLC25$6.88K0.00%−11−30.6%Reduced
Mather Group, LLC.23$6.33K0.00%−27−54.0%Reduced
Close Asset Management Ltd22$6.00K0.00%−23−51.1%Reduced
Private Wealth Management Group, LLC20$5.41K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.19$5.13K0.00%+19New
Grove Bank & Trust18$4.87K0.00%00.0%Unchanged
Sound Income Strategies, LLC18$4.87K0.00%00.0%Unchanged
Ashton Thomas Securities, LLC17$4.60K0.00%+17New
CBIZ Investment Advisory Services, LLC17$4.59K0.00%00.0%Unchanged
Sachetta, LLC16$4.33K0.00%+11+220.0%Added
Jaffetilchin Investment Partners, LLC16$4.33K0.00%+16New
Tower View Investment Management & Research LLC15$4.06K0.00%00.0%Unchanged
Versant Capital Management, Inc15$4.05K0.00%−4−21.1%Reduced
Baldwin Brothers Inc15$4.05K0.00%−1−6.3%Reduced
Addison Advisors LLC12$3.25K0.00%00.0%Unchanged
Trust Co of Vermont12$3.24K0.00%+12New
Salem Investment Counselors Inc11$2.97K0.00%00.0%Unchanged
Atticus Wealth Management, LLC11$2.97K0.00%00.0%Unchanged
Proequities, Inc.11$2.97K0.00%−4−26.7%Reduced
Westside Investment Management, Inc.12$2.87K0.00%00.0%Unchanged
Raleigh Capital Management Inc.10$2.70K0.00%−3−23.1%Reduced
Berkshire Capital Holdings Inc10$2.70K0.00%00.0%Unchanged
Ridgewood Investments LLC10$2.70K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC10$2.70K0.00%00.0%Unchanged
DT Investment Partners, LLC10$2.70K0.00%+10New
JFS Wealth Advisors, LLC9$2.43K0.00%00.0%Unchanged
Blume Capital Management, Inc.9$2.43K0.00%+9New
Larson Financial Group LLC9$2.43K0.00%00.0%Unchanged
Valued Wealth Advisors LLC8$2.16K0.00%+1+14.3%Added
Capital Analysts, LLC8$2.00K0.00%+8New
Hemington Wealth Management11$2.00K0.00%+11New
Liberty One Investment Management, LLC6$1.62K0.00%−35−85.4%Reduced
Caldwell Sutter Capital, Inc.6$1.62K0.00%00.0%Unchanged
Park Place Capital Corp6$1.62K0.00%00.0%Unchanged
Capital Performance Advisors LLP5$1.38K0.00%+5New
AdvisorNet Financial, Inc5$1.35K0.00%−6−54.5%Reduced
Raffa Wealth Management, LLC5$1.35K0.00%00.0%Unchanged
Fortitude Family Office, LLC5$1.35K0.00%00.0%Unchanged
Golden State Equity Partners4$1.08K0.00%+4New
Lazard Asset Management LLC4$1.00K0.00%−3,108−99.9%Reduced
Smithfield Trust Co5$1.00K0.00%+5New
Activest Wealth Management3$8110.00%+3New
Colonial Trust Co3$7100.00%+1+50.0%Added
SYSTM Wealth Solutions LLC2$5410.02%−11,336−100.0%Reduced
Riggs Asset Managment Co. Inc.2$5410.00%00.0%Unchanged
Key Financial Inc2$5410.00%+2New
1620 Investment Advisors, Inc.1$3830.00%+1New
Atwood & Palmer Inc1$2710.00%+1New
Voisard Asset Management Group, Inc.1$2710.00%+1New
JDM Financial Group LLC1$2700.00%+1New
FinTrust Capital Advisors, LLC3$100.00%−5−62.5%Reduced
Dogwood Wealth Management LLC0$20.00%0Unchanged
E Fund Management (Hong Kong) Co., Ltd.1$00.00%00.0%Unchanged
Erste Asset Management GmbH0$00.00%−1,030−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−125−100.0%Sold out
Kodai Capital Management LP0$00.00%−415,276−100.0%Sold out
Marshall Wace, LLP0$00.00%−268,958−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−267,709−100.0%Sold out
FIL Ltd0$00.00%−265,996−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−162,290−100.0%Sold out
Woodline Partners LP0$00.00%−117,639−100.0%Sold out
Whale Rock Capital Management LLC0$00.00%−102,308−100.0%Sold out
Wealth High Governance Capital Ltda0$00.00%−90,000−100.0%Sold out
Nishkama Capital, LLC0$00.00%−50,976−100.0%Sold out
SQN Investors LP0$00.00%−40,847−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−32,313−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−28,800−100.0%Sold out
Melqart Asset Management (UK) Ltd0$00.00%−26,438−100.0%Sold out
Sierra Summit Advisors LLC0$00.00%−24,050−100.0%Sold out
Caxton Associates LP0$00.00%−17,500−100.0%Sold out
Napean Trading & Investment Co (Singapore) PTE Ltd0$00.00%−15,738−100.0%Sold out
Hidden Lake Asset Management LP0$00.00%−15,360−100.0%Sold out
Simplex Trading, LLC0$00.00%−13,683−100.0%Sold out
Clearline Capital LP0$00.00%−12,342−100.0%Sold out
State of Alaska, Department of Revenue0$00.00%−11,156−100.0%Sold out
Eventide Asset Management, LLC0$00.00%−9,432−100.0%Sold out
Cinctive Capital Management LP0$00.00%−8,714−100.0%Sold out
AnglePoint Asset Management Ltd0$00.00%−7,546−100.0%Sold out
Entropy Technologies, LP0$00.00%−6,819−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−6,382−100.0%Sold out
Greenland Capital Management LP0$00.00%−5,713−100.0%Sold out
Ratan Capital Management LP0$00.00%−5,632−100.0%Sold out
Brighton Jones LLC0$00.00%−5,502−100.0%Sold out
MBB Public Markets I LLC0$00.00%−5,440−100.0%Sold out
Andra AP-fonden0$00.00%−5,000−100.0%Sold out
Summit Global Investments0$00.00%−4,411−100.0%Sold out