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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, Q4 2024

Institutional positions in MongoDB, Inc. as of Dec 31, 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
713
+62 vs. Q3 2024
Shares held
65.7M
−1.06M (−1.6%) vs. Q3 2024
Total value
$15.3B
−$2.75B (−15.2%) vs. Q3 2024
New holders
144
282 more added
Sold out
82
209 more reduced

16 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 713 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 heldQ4 2024: $15.3B
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, Q4 2024

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q3 2024.

Institutions holding MDB in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Close Asset Management Ltd22$00.00%00.0%Unchanged
Activest Wealth Management1$2330.00%−2−66.7%Reduced
JDM Financial Group LLC1$2330.00%00.0%Unchanged
True Wealth Design, LLC1$2330.00%+1New
Global Financial Private Client, LLC1$2330.00%+1New
Parkworth Wealth Management, Inc.1$2330.00%+1New
Winnow Wealth LLC2$2730.00%+2New
AdvisorNet Financial, Inc2$4660.00%−3−60.0%Reduced
Key Financial Inc2$4660.00%00.0%Unchanged
Kestra Investment Management, LLC2$4660.00%+2New
Principia Wealth Advisory, LLC2$4660.00%+2New
Copia Wealth Management2$4660.00%+2New
Riggs Asset Managment Co. Inc.2$4680.00%00.0%Unchanged
Zions Bancorporation, N.A.4$9310.00%+4New
Caitlin John, LLC4$9310.00%+4New
Smithfield Trust Co5$1.00K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.6$1.00K0.00%+5+500.0%Added
CoreCap Advisors, LLC5$1.16K0.00%−159−97.0%Reduced
TD Private Client Wealth LLC5$1.16K0.00%−35−87.5%Reduced
Raffa Wealth Management, LLC5$1.16K0.00%00.0%Unchanged
Fortitude Family Office, LLC5$1.16K0.00%00.0%Unchanged
WealthTrak Capital Management LLC5$1.17K0.00%+5New
CBIZ Investment Advisory Services, LLC6$1.40K0.00%−11−64.7%Reduced
Caldwell Sutter Capital, Inc.6$1.40K0.00%00.0%Unchanged
Sierra Ocean, LLC6$1.40K0.00%+6New
Valued Wealth Advisors LLC7$1.63K0.00%−1−12.5%Reduced
Spire Wealth Management8$1.86K0.00%+8New
Capital Analysts, LLC8$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC9$2.10K0.00%00.0%Unchanged
Rise Advisors, LLC10$2.33K0.00%−20−66.7%Reduced
Berkshire Capital Holdings Inc10$2.33K0.00%00.0%Unchanged
Ridgewood Investments LLC10$2.33K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC10$2.33K0.00%00.0%Unchanged
Raleigh Capital Management Inc.10$2.33K0.00%00.0%Unchanged
Ameriflex Group, Inc.9$2.46K0.00%+9New
Private Trust Co NA11$2.56K0.00%−27−71.1%Reduced
Salem Investment Counselors Inc11$2.56K0.00%00.0%Unchanged
Atticus Wealth Management, LLC11$2.56K0.00%00.0%Unchanged
PayPay Securities Corp11$2.56K0.11%+11New
Legacy Investment Solutions, LLC10$2.78K0.00%+10New
Legacy Wealth Managment, LLC10$2.78K0.00%+10New
Westside Investment Management, Inc.12$2.79K0.00%00.0%Unchanged
Addison Advisors LLC12$2.79K0.00%00.0%Unchanged
Trust Co of Vermont12$2.79K0.00%00.0%Unchanged
WR Wealth Planners, LLC13$3.03K0.00%−20−60.6%Reduced
Proequities, Inc.12$3.13K0.00%+1+9.1%Added
Whipplewood Advisors, LLC14$3.26K0.00%+14New
Golden State Wealth Management, LLC15$3.49K0.00%+15New
Tower View Investment Management & Research LLC15$3.49K0.00%00.0%Unchanged
MV Capital Management, Inc.16$3.73K0.00%−21−56.8%Reduced
Sachetta, LLC16$3.73K0.00%00.0%Unchanged
Colonial Trust Co17$3.96K0.00%+14+466.7%Added
Sound Income Strategies, LLC18$4.19K0.00%00.0%Unchanged
FPC Investment Advisory, Inc.16$4.37K0.00%+16New
Private Wealth Management Group, LLC20$4.66K0.00%00.0%Unchanged
Hemington Wealth Management22$5.00K0.00%+11+100.0%Added
Huntington National Bank23$5.35K0.00%−186−89.0%Reduced
Brown Brothers Harriman & Co23$5.36K0.00%−28−54.9%Reduced
Tradewinds Capital Management, LLC23$5.36K0.00%+23New
Mather Group, LLC.24$5.61K0.00%+1+4.3%Added
Fuller & Thaler Asset Management, Inc.25$5.82K0.00%+25New
Darwin Advisors, LLC25$5.94K0.00%−6,136−99.6%Reduced
Capital A Wealth Management, LLC26$6.05K0.01%+26New
Cornerstone Planning Group LLC23$6.08K0.00%−2−8.0%Reduced
Creekmur Asset Management LLC28$6.52K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC29$6.75K0.00%00.0%Unchanged
Bell Investment Advisors, Inc29$6.75K0.00%−1−3.3%Reduced
Eastern Bank30$6.98K0.00%00.0%Unchanged
Main Street Group, LTD30$6.99K0.00%00.0%Unchanged
LRI Investments, LLC33$7.68K0.00%00.0%Unchanged
North Star Investment Management Corp.35$8.15K0.00%+35New
Northwest Capital Management Inc38$8.85K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.38$8.85K0.00%+10+35.7%Added
Avion Wealth42$9.00K0.00%−57−57.6%Reduced
Parkside Financial Bank & Trust41$9.55K0.00%−1−2.4%Reduced
Meeder Asset Management Inc42$9.78K0.00%+42New
Grove Bank & Trust46$10.7K0.00%+28+155.6%Added
Legacy Bridge, LLC47$10.9K0.01%+10+27.0%Added
Harel Insurance Investments & Financial Services Ltd.49$11.0K0.00%−2−3.9%Reduced
Front Row Advisors LLC50$11.6K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP50$11.6K0.01%+50New
SWAN Capital LLC50$11.6K0.01%+50New
Wolff Wiese Magana LLC58$13.5K0.01%00.0%Unchanged
Catalyst Capital Advisors LLC58$13.5K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$14.0K0.00%00.0%Unchanged
Putney Financial Group LLC60$14.0K0.01%+60New
Harbor Investment Advisory, LLC61$14.2K0.00%+6+10.9%Added
Harbour Investments, Inc.69$16.1K0.00%+32+86.5%Added
WPG Advisers, LLC69$16.1K0.01%+69New
Riverview Trust Co70$16.3K0.01%00.0%Unchanged
Hexagon Capital Partners LLC70$16.3K0.00%+70New
Montag A & Associates Inc70$16.3K0.00%00.0%Unchanged
Clear Street Markets LLC72$16.8K0.01%−128−64.0%Reduced
Capital Advisors, Ltd. LLC74$17.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB75$17.5K0.00%+21+38.9%Added
Larson Financial Group LLC76$17.7K0.00%+67+744.4%Added
Continuum Advisory, LLC80$18.6K0.00%−57−41.6%Reduced
Geneos Wealth Management Inc.80$18.6K0.00%−3−3.6%Reduced
Pittenger & Anderson Inc85$19.8K0.00%+15+21.4%Added
Adirondack Trust Co88$20.5K0.01%00.0%Unchanged