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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 1,160 | $270.1K | 0.01% | −118−9.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,168 | $271.9K | 0.00% | +133+12.9% | Added |
| Ronald Blue Trust, Inc. | 1,181 | $274.9K | 0.00% | +254+27.4% | Added |
| NewEdge Wealth, LLC | 1,195 | $278.3K | 0.00% | +102+9.3% | Added |
| China Universal Asset Management Co., Ltd. | 1,202 | $279.8K | 0.03% | +265+28.3% | Added |
| Lido Advisors, LLC | 1,208 | $281.1K | 0.00% | +17+1.4% | Added |
| Fulton Bank, N.A. | 1,223 | $284.7K | 0.01% | +24+2.0% | Added |
| Kornitzer Capital Management Inc | 1,225 | $285.2K | 0.01% | +1,225 | New |
| Cynosure Management, LLC | 1,228 | $285.9K | 0.04% | −76−5.8% | Reduced |
| DC Investments Management, LLC | 1,229 | $286.1K | 0.19% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,236 | $287.8K | 0.16% | +24+2.0% | Added |
| Quest Partners LLC | 1,247 | $290.3K | 0.04% | +1,247 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,321 | $292.0K | 0.00% | −33−2.4% | Reduced |
| Clear Creek Financial Management, LLC | 1,265 | $294.5K | 0.03% | +1,265 | New |
| Cherry Creek Investment Advisors, Inc. | 1,281 | $298.2K | 0.15% | +29+2.3% | Added |
| Empowered Funds, LLC | 1,287 | $299.6K | 0.00% | −271−17.4% | Reduced |
| New York Life Investment Management LLC | 1,287 | $299.6K | 0.00% | −8−0.6% | Reduced |
| Parallel Advisors, LLC | 1,290 | $300.3K | 0.01% | −48−3.6% | Reduced |
| Harbor Capital Advisors, Inc. | 1,301 | $303.0K | 0.01% | −2,226−63.1% | Reduced |
| Sentry Investment Management LLC | 1,318 | $307.0K | 0.15% | +284+27.5% | Added |
| Sequoia Financial Advisors, LLC | 1,328 | $309.2K | 0.00% | +211+18.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,335 | $310.8K | 0.00% | −294−18.0% | Reduced |
| Oxford Asset Management LLP | 1,394 | $324.5K | 0.14% | +1,394 | New |
| Independent Advisor Alliance | 1,395 | $324.7K | 0.00% | −121−8.0% | Reduced |
| UniSuper Management Pty Ltd | 1,400 | $325.9K | 0.00% | −300−17.6% | Reduced |
| Ostrum Asset Management | 1,403 | $326.6K | 0.03% | +410+41.3% | Added |
| Signaturefd, LLC | 1,413 | $329.0K | 0.01% | −339−19.3% | Reduced |
| Vestcor Inc | 1,421 | $331.0K | 0.01% | 00.0% | Unchanged |
| Sig Brokerage, LP | 1,430 | $332.9K | 0.16% | +1,430 | New |
| Symmetry Investments LP | 1,435 | $334.1K | 0.02% | +1,435 | New |
| Newbridge Financial Services Group, Inc. | 1,446 | $336.6K | 0.09% | −106−6.8% | Reduced |
| Atria Investments LLC | 1,489 | $346.7K | 0.00% | −686−31.5% | Reduced |
| CastleKnight Management LP | 1,500 | $349.2K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,520 | $353.9K | 0.01% | +30+2.0% | Added |
| Illinois Municipal Retirement Fund | 1,556 | $362.3K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,557 | $362.3K | 0.00% | +105+7.2% | Added |
| Parametrica Management Ltd | 1,568 | $365.0K | 0.48% | +1,568 | New |
| First Hawaiian Bank | 1,571 | $365.7K | 0.01% | +243+18.3% | Added |
| Occudo Quantitative Strategies LP | 1,600 | $372.5K | 0.07% | −295−15.6% | Reduced |
| Kestra Advisory Services, LLC | 1,600 | $372.5K | 0.00% | −230−12.6% | Reduced |
| IFP Advisors, Inc | 1,632 | $379.9K | 0.01% | +574+54.3% | Added |
| HighPoint Advisor Group LLC | 1,328 | $380.0K | 0.02% | −189−12.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,647 | $383.4K | 0.00% | +75+4.8% | Added |
| Independent Financial Group, LLC | 1,647 | $383.4K | 0.01% | −24−1.4% | Reduced |
| Moody National Bank Trust Division | 1,658 | $386.0K | 0.04% | −83−4.8% | Reduced |
| HM Payson & Co | 1,674 | $389.7K | 0.01% | −29−1.7% | Reduced |
| 111 Capital | 1,675 | $390.0K | 0.08% | +1,675 | New |
| QRG Capital Management, Inc. | 1,684 | $392.0K | 0.00% | +18+1.1% | Added |
| Eisler Capital Management Ltd. | 1,630 | $398.7K | 0.01% | +1,630 | New |
| Park Avenue Securities LLC | 1,723 | $401.0K | 0.00% | +337+24.3% | Added |
| Carnegie Capital Asset Management, LLC | 1,741 | $405.3K | 0.01% | +24+1.4% | Added |
| Meridian Investment Counsel Inc. | 1,742 | $405.6K | 0.12% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,749 | $407.2K | 0.26% | −495−22.1% | Reduced |
| FNY Investment Advisers, LLC | 1,766 | $411.0K | 0.21% | +1,766 | New |
| HB Wealth Management, LLC | 1,773 | $412.8K | 0.00% | +1,773 | New |
| Marex Group plc | 1,776 | $413.5K | 0.01% | −6,144−77.6% | Reduced |
| ING Groep NV | 1,805 | $420.2K | 0.00% | +1,805 | New |
| Vinva Investment Management Ltd | 1,797 | $420.3K | 0.02% | +1,797 | New |
| XTX Topco Ltd | 1,812 | $421.9K | 0.04% | −538−22.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,818 | $423.2K | 0.41% | +1,818 | New |
| Joel Isaacson & Co., LLC | 1,834 | $427.0K | 0.02% | 00.0% | Unchanged |
| Natixis | 1,850 | $430.7K | 0.00% | +1,252+209.4% | Added |
| Vident Advisory, LLC | 1,851 | $430.9K | 0.01% | +381+25.9% | Added |
| Plato Investment Management Ltd | 1,862 | $435.1K | 0.03% | +960+106.4% | Added |
| SG Americas Securities, LLC | 1,879 | $437.0K | 0.00% | −622−24.9% | Reduced |
| EMC Capital Management | 1,920 | $447.0K | 0.25% | −5,971−75.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,932 | $449.8K | 0.00% | −255−11.7% | Reduced |
| Global Retirement Partners, LLC | 1,945 | $452.8K | 0.01% | +1,830+1,591.3% | Added |
| United Capital Financial Advisers, LLC | 1,965 | $457.5K | 0.00% | −3,468−63.8% | Reduced |
| Mercer Global Advisors Inc | 2,008 | $467.4K | 0.00% | −2,213−52.4% | Reduced |
| Battery Global Advisors, LLC | 2,045 | $476.1K | 0.25% | −46−2.2% | Reduced |
| Commerce Bank | 2,083 | $484.9K | 0.00% | +33+1.6% | Added |
| Axq Capital, LP | 2,116 | $492.6K | 0.22% | +2,116 | New |
| Prosperity Wealth Management, Inc. | 2,139 | $498.0K | 0.21% | +644+43.1% | Added |
| Prudential Financial Inc | 2,152 | $501.0K | 0.00% | −105−4.7% | Reduced |
| Natixis Investment Managers International | 2,159 | $502.6K | 0.04% | +1,774+460.8% | Added |
| Avestar Capital, LLC | 2,165 | $504.0K | 0.05% | +42+2.0% | Added |
| Allstate Corp | 2,191 | $510.1K | 0.02% | +2,191 | New |
| APG Asset Management US Inc. | 2,201 | $512.4K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,229 | $518.9K | 0.06% | −33,300−93.7% | Reduced |
| Metis Global Partners, LLC | 2,288 | $532.7K | 0.02% | −31−1.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,297 | $534.8K | 0.04% | +21+0.9% | Added |
| Sherbrooke Park Advisers LLC | 2,307 | $537.1K | 0.17% | −1,103−32.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,350 | $547.1K | 0.02% | +127+5.7% | Added |
| BNP Paribas | 2,411 | $561.3K | 0.02% | +461+23.6% | Added |
| Princeton Capital Management LLC | 2,462 | $573.2K | 0.18% | −785−24.2% | Reduced |
| RSM US Wealth Management LLC | 2,485 | $580.7K | 0.01% | −69−2.7% | Reduced |
| Centaurus Financial, Inc. | 2,499 | $582.0K | 0.04% | +399+19.0% | Added |
| LBMC Investment Advisors, LLC | 2,500 | $582.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 2,520 | $586.7K | 0.01% | −28,413−91.9% | Reduced |
| Ocean Capital Management, LLC | 2,556 | $595.1K | 0.13% | +2,556 | New |
| Palacios Wealth Management, LLC | 2,415 | $598.3K | 0.65% | +2,415 | New |
| Dai-Ichi Life Insurance Company, Ltd | 2,588 | $602.5K | 0.02% | +2,588 | New |
| Tokio Marine Asset Management Co Ltd | 2,596 | $604.4K | 0.02% | +235+10.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,605 | $606.5K | 0.17% | +2,605 | New |
| Everence Capital Management Inc | 2,680 | $624.0K | 0.04% | +2,680 | New |
| Perigon Wealth Management, LLC | 2,528 | $626.8K | 0.02% | +66+2.7% | Added |
| SeaBridge Investment Advisors LLC | 2,711 | $631.1K | 0.13% | −726−21.1% | Reduced |
| Two Sigma Securities, LLC | 2,723 | $633.9K | 0.11% | −33,868−92.6% | Reduced |
| GWM Advisors LLC | 2,734 | $636.5K | 0.00% | −864−24.0% | Reduced |