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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 100 | $23.0K | 0.00% | −40−28.6% | Reduced |
| Financial Avengers, Inc. | 100 | $23.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $23.3K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 100 | $23.3K | 0.02% | +100 | New |
| SRS Capital Advisors, Inc. | 103 | $24.0K | 0.00% | +103 | New |
| Asset Dedication, LLC | 113 | $26.3K | 0.00% | −50−30.7% | Reduced |
| Skopos Labs, Inc. | 117 | $27.2K | 0.01% | −17−12.7% | Reduced |
| Central Trust Co | 121 | $28.2K | 0.00% | +3+2.5% | Added |
| Abound Wealth Management | 124 | $28.9K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 127 | $29.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 131 | $30.5K | 0.01% | +42+47.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 134 | $31.3K | 0.00% | −1,240−90.2% | Reduced |
| EverSource Wealth Advisors, LLC | 139 | $32.4K | 0.00% | −11−7.3% | Reduced |
| Bryn Mawr Trust Co | 141 | $32.8K | 0.00% | −20−12.4% | Reduced |
| NCP Inc. | 150 | $34.9K | 0.02% | +150 | New |
| Aventura Private Wealth, LLC | 155 | $36.1K | 0.02% | +155 | New |
| GAMMA Investing LLC | 171 | $39.8K | 0.00% | +26+17.9% | Added |
| Versant Capital Management, Inc | 180 | $41.9K | 0.01% | +165+1,100.0% | Added |
| CVA Family Office, LLC | 184 | $42.8K | 0.01% | −15−7.5% | Reduced |
| Clearstead Advisors, LLC | 186 | $43.2K | 0.00% | −217−53.8% | Reduced |
| Covestor Ltd | 190 | $44.0K | 0.03% | −148−43.8% | Reduced |
| Westpac Banking Corp | 210 | $48.9K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 125 | $51.1K | 0.02% | +125 | New |
| Coppell Advisory Solutions LLC | 232 | $54.3K | 0.01% | +182+364.0% | Added |
| Horizon Investments, LLC | 236 | $54.9K | 0.00% | +20+9.3% | Added |
| MAI Capital Management | 247 | $57.4K | 0.00% | +247 | New |
| Lindbrook Capital, LLC | 272 | $63.3K | 0.01% | −5−1.8% | Reduced |
| Truvestments Capital LLC | 302 | $70.3K | 0.02% | −5−1.6% | Reduced |
| Laurel Wealth Advisors LLC | 303 | $70.5K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 324 | $75.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 335 | $78.0K | 0.01% | −22−6.2% | Reduced |
| Advisors Asset Management, Inc. | 350 | $81.5K | 0.00% | −10−2.8% | Reduced |
| GeoWealth Management, LLC | 355 | $82.6K | 0.00% | −111−23.8% | Reduced |
| Bessemer Group Inc | 357 | $83.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 370 | $86.5K | 0.01% | +134+56.8% | Added |
| Lazard Asset Management LLC | 384 | $88.0K | 0.00% | +380+9,500.0% | Added |
| Manchester Capital Management LLC | 384 | $89.4K | 0.01% | +140+57.4% | Added |
| J.Safra Asset Management Corp | 387 | $90.5K | 0.01% | +162+72.0% | Added |
| CSS LLC | 400 | $93.1K | 0.01% | +400 | New |
| Aster Capital Management (DIFC) Ltd | 415 | $96.6K | 0.04% | +415 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 380 | $100.5K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 444 | $103.4K | 0.01% | +40+9.9% | Added |
| First Horizon Advisors, Inc. | 486 | $113.1K | 0.00% | +232+91.3% | Added |
| Fifth Third Bancorp | 491 | $114.3K | 0.00% | −117−19.2% | Reduced |
| Rakuten Securities, Inc. | 493 | $114.8K | 0.05% | +161+48.5% | Added |
| Transcendent Capital Group LLC | 533 | $124.1K | 0.06% | 00.0% | Unchanged |
| Shell Asset Management Co | 546 | $127.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 558 | $129.8K | 0.01% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 600 | $139.7K | 0.12% | +600 | New |
| V-Square Quantitative Management LLC | 618 | $143.9K | 0.02% | +618 | New |
| STF Management LP | 634 | $147.6K | 0.07% | −419−39.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 637 | $148.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 580 | $151.2K | 0.00% | +10+1.8% | Added |
| Quent Capital, LLC | 665 | $154.8K | 0.02% | −18−2.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 672 | $156.4K | 0.00% | −14,424−95.5% | Reduced |
| Tidemark, LLC | 686 | $159.7K | 0.06% | +5+0.7% | Added |
| Financial Perspectives, Inc | 697 | $162.3K | 0.05% | 00.0% | Unchanged |
| R Squared Ltd | 700 | $163.0K | 0.16% | +700 | New |
| Emerald Mutual Fund Advisers Trust | 717 | $166.9K | 0.01% | −161−18.3% | Reduced |
| Principal Securities, Inc. | 731 | $170.2K | 0.00% | +214+41.4% | Added |
| Venturi Wealth Management, LLC | 755 | $175.8K | 0.01% | +129+20.6% | Added |
| Morse Asset Management, Inc | 782 | $182.1K | 0.04% | +482+160.7% | Added |
| Farther Finance Advisors, LLC | 790 | $183.9K | 0.01% | −87−9.9% | Reduced |
| Ossiam | 791 | $184.2K | 0.00% | +109+16.0% | Added |
| E Fund Management Co., Ltd. | 878 | $204.4K | 0.01% | +878 | New |
| Northwestern Mutual Wealth Management Co | 883 | $205.6K | 0.00% | −108−10.9% | Reduced |
| Mutual of America Capital Management LLC | 886 | $206.3K | 0.00% | −81−8.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 896 | $208.6K | 0.05% | +896 | New |
| Van Eck Associates Corp | 905 | $211.0K | 0.00% | +905 | New |
| Yousif Capital Management, LLC | 920 | $214.2K | 0.00% | +15+1.7% | Added |
| Farringdon Capital, Ltd. | 940 | $218.8K | 0.09% | +940 | New |
| Clarius Group, LLC | 943 | $219.5K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 940 | $219.9K | 0.09% | +466+98.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 949 | $220.9K | 0.09% | 00.0% | Unchanged |
| Stevens Capital Management LP | 952 | $222.0K | 0.09% | +952 | New |
| Bayforest Capital Ltd | 955 | $222.3K | 0.28% | +955 | New |
| Tanager Wealth Management LLP | 958 | $223.0K | 0.03% | +1+0.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 961 | $223.7K | 0.02% | −3−0.3% | Reduced |
| Summit Trail Advisors, LLC | 962 | $224.0K | 0.01% | +962 | New |
| TFB Advisors LLC | 964 | $224.4K | 0.06% | +3+0.3% | Added |
| Archetype Wealth Partners | 978 | $228.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 989 | $230.2K | 0.01% | −127−11.4% | Reduced |
| Captrust Financial Advisors | 995 | $231.6K | 0.00% | −450−31.1% | Reduced |
| Versor Investments LP | 997 | $232.1K | 0.04% | −498−33.3% | Reduced |
| Crewe Advisors LLC | 1,000 | $232.8K | 0.03% | 00.0% | Unchanged |
| Cache Advisors, LLC | 1,000 | $232.8K | 0.10% | +1,000 | New |
| Stephens Inc | 1,014 | $236.1K | 0.00% | −43−4.1% | Reduced |
| Jones Financial Companies LLLP | 1,020 | $237.5K | 0.00% | +413+68.0% | Added |
| Prospera Financial Services Inc | 1,030 | $239.8K | 0.01% | +173+20.2% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,030 | $239.8K | 0.15% | +1,030 | New |
| Integrated Wealth Concepts LLC | 1,036 | $241.2K | 0.00% | −139−11.8% | Reduced |
| Tealwood Asset Management Inc | 1,045 | $243.0K | 0.10% | +1,045 | New |
| Resources Investment Advisors, LLC. | 1,044 | $243.0K | 0.00% | +39+3.9% | Added |
| Woodline Partners LP | 1,060 | $246.8K | 0.00% | +1,060 | New |
| Ofi Invest Asset Management | 1,124 | $252.7K | 0.01% | +1,124 | New |
| Evanson Asset Management, LLC | 1,087 | $253.1K | 0.02% | −150−12.1% | Reduced |
| Motley Fool Asset Management LLC | 1,096 | $255.2K | 0.01% | −2,261−67.4% | Reduced |
| Gsa Capital Partners LLP | 1,123 | $261.0K | 0.02% | −475−29.7% | Reduced |
| Yarbrough Capital, LLC | 1,125 | $261.9K | 0.01% | −1,852−62.2% | Reduced |
| Hilltop Holdings Inc. | 1,133 | $263.8K | 0.02% | +54+5.0% | Added |