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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 2,748 | $639.8K | 0.00% | −529−16.1% | Reduced |
| CI Private Wealth, LLC | 2,756 | $641.8K | 0.00% | −257−8.5% | Reduced |
| Intech Investment Management LLC | 2,764 | $643.5K | 0.01% | −2,441−46.9% | Reduced |
| Qtron Investments LLC | 2,793 | $650.2K | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,838 | $660.7K | 0.00% | −2,533−47.2% | Reduced |
| Brandywine Managers, LLC | 2,859 | $665.6K | 0.70% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,456 | $665.7K | 0.00% | −3,291−57.3% | Reduced |
| SBI Securities Co., Ltd. | 2,877 | $669.8K | 0.02% | +2,877 | New |
| Federation des caisses Desjardins du Quebec | 2,915 | $678.6K | 0.00% | +634+27.8% | Added |
| Meiji Yasuda Life Insurance Co | 2,937 | $683.8K | 0.01% | +800+37.4% | Added |
| Wedbush Securities Inc | 2,945 | $686.0K | 0.02% | +125+4.4% | Added |
| Pier Capital, LLC | 2,962 | $689.6K | 0.10% | +236+8.7% | Added |
| Optiver Holding B.V. | 2,968 | $691.0K | 0.02% | +96+3.3% | Added |
| Maxi Investments CY Ltd | 3,000 | $698.0K | 0.13% | +1,290+75.4% | Added |
| Uniting Wealth Partners, LLC | 3,000 | $698.4K | 0.34% | +3,000 | New |
| Quantbot Technologies LP | 3,016 | $702.2K | 0.03% | +3,016 | New |
| Omers Administration Corp | 3,032 | $705.9K | 0.01% | +514+20.4% | Added |
| M&T Bank Corp | 3,037 | $706.5K | 0.00% | −6−0.2% | Reduced |
| Brown Advisory Inc | 3,146 | $732.4K | 0.00% | +259+9.0% | Added |
| Keybank National Association | 3,234 | $752.9K | 0.00% | +270+9.1% | Added |
| Magnetar Financial LLC | 3,251 | $756.9K | 0.02% | +3,251 | New |
| Transatlantique Private Wealth LLC | 3,273 | $762.0K | 0.29% | +440+15.5% | Added |
| Benjamin Edwards Inc | 3,275 | $762.4K | 0.01% | −626−16.0% | Reduced |
| Machina Capital S.A.S. | 3,277 | $762.9K | 0.32% | +3,277 | New |
| Two Sigma Investments, LP | 3,300 | $768.3K | 0.00% | +3,300 | New |
| APG Asset Management N.V. | 3,419 | $768.7K | 0.00% | −714−17.3% | Reduced |
| CWM, LLC | 3,318 | $772.0K | 0.00% | +49+1.5% | Added |
| Alpha DNA Investment Management LLC | 3,343 | $778.3K | 0.42% | +518+18.3% | Added |
| Snowden Capital Advisors LLC | 3,378 | $786.4K | 0.02% | +31+0.9% | Added |
| Prudential PLC | 3,444 | $801.8K | 0.00% | +1,235+55.9% | Added |
| NEOS Investment Management LLC | 3,526 | $820.9K | 0.02% | +222+6.7% | Added |
| Tyler-Stone Wealth Management | 3,536 | $823.2K | 0.15% | −120−3.3% | Reduced |
| Scientech Research LLC | 3,554 | $827.4K | 0.23% | −1,910−35.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,577 | $832.8K | 0.41% | −1,240−25.7% | Reduced |
| Intellectus Partners, LLC | 3,800 | $884.7K | 0.20% | +2,070+119.7% | Added |
| Campbell & CO Investment Adviser LLC | 3,810 | $887.0K | 0.07% | −8,747−69.7% | Reduced |
| Credit Agricole S A | 3,813 | $887.7K | 0.00% | +1,862+95.4% | Added |
| Advisory Services Network, LLC | 3,845 | $895.2K | 0.02% | −65−1.7% | Reduced |
| Banco Santander, S.A. | 3,866 | $900.0K | 0.01% | +738+23.6% | Added |
| Maryland State Retirement & Pension System | 3,907 | $909.6K | 0.02% | −162−4.0% | Reduced |
| Investment Management Corp of Ontario | 3,919 | $912.4K | 0.03% | +1,528+63.9% | Added |
| Aigen Investment Management, LP | 3,921 | $912.8K | 0.16% | +55+1.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,924 | $914.0K | 0.01% | −612−13.5% | Reduced |
| Polymer Capital Management (HK) LTD | 3,937 | $916.6K | 0.16% | +3,937 | New |
| Pathstone Holdings, LLC | 3,993 | $929.6K | 0.00% | −601−13.1% | Reduced |
| MN Wealth Advisors, LLC | 4,113 | $957.5K | 0.54% | +1,537+59.7% | Added |
| US Bancorp | 4,190 | $975.5K | 0.00% | +321+8.3% | Added |
| WoodTrust Financial Corp | 4,250 | $989.0K | 0.14% | +4,250 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,219 | $991.9K | 0.01% | +2,025+92.3% | Added |
| AE Wealth Management LLC | 4,276 | $995.5K | 0.01% | −499−10.5% | Reduced |
| Toroso Investments, LLC | 4,290 | $998.8K | 0.01% | −3,569−45.4% | Reduced |
| Harvest Fund Management Co., Ltd | 4,347 | $1.00M | 0.05% | +944+27.7% | Added |
| Wealthfront Advisers LLC | 4,332 | $1.01M | 0.00% | +327+8.2% | Added |
| MetLife Investment Management | 4,413 | $1.03M | 0.01% | −37−0.8% | Reduced |
| Knollwood Investment Advisory, LLC | 4,450 | $1.04M | 0.11% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,558 | $1.06M | 0.05% | +4,558 | New |
| Dynamic Technology Lab Private Ltd | 4,581 | $1.07M | 0.17% | −721−13.6% | Reduced |
| Rothschild Investment LLC | 4,607 | $1.07M | 0.07% | −120−2.5% | Reduced |
| AnglePoint Asset Management Ltd | 4,640 | $1.08M | 2.44% | +4,640 | New |
| Capstone Triton Financial Group, LLC | 4,645 | $1.08M | 0.68% | −44−0.9% | Reduced |
| Bokf, NA | 4,422 | $1.08M | 0.02% | −1,465−24.9% | Reduced |
| Tredje AP-fonden | 4,686 | $1.09M | 0.01% | −4,686−50.0% | Reduced |
| Amalgamated Bank | 4,713 | $1.10M | 0.01% | +89+1.9% | Added |
| Circle Wealth Management, LLC | 4,846 | $1.13M | 0.02% | +315+7.0% | Added |
| Oppenheimer Asset Management Inc. | 4,973 | $1.16M | 0.01% | −2,071−29.4% | Reduced |
| Xcel Wealth Management, LLC | 4,975 | $1.16M | 0.32% | 00.0% | Unchanged |
| CIBC World Markets Corp | 4,980 | $1.16M | 0.01% | −913−15.5% | Reduced |
| Firsthand Capital Management, Inc. | 5,000 | $1.16M | 2.42% | −5,000−50.0% | Reduced |
| Fred Alger Management, LLC | 5,026 | $1.17M | 0.01% | −10,150−66.9% | Reduced |
| Point72 (DIFC) Ltd | 5,136 | $1.20M | 0.11% | −8,642−62.7% | Reduced |
| Bridgefront Capital, LLC | 5,166 | $1.20M | 0.41% | +3,598+229.5% | Added |
| Altshuler Shaham Ltd | 5,205 | $1.21M | 0.04% | +5,205 | New |
| Kazazian Asset Management, LLC | 5,278 | $1.23M | 0.97% | +5,278 | New |
| Taika Capital, LP | 5,312 | $1.24M | 0.94% | +5,312 | New |
| Louisiana State Employees Retirement System | 5,400 | $1.26M | 0.02% | −200−3.6% | Reduced |
| Nebula Research & Development LLC | 5,442 | $1.27M | 0.15% | +5,442 | New |
| Royal Fund Management, LLC | 5,500 | $1.28M | 0.14% | +4,500+450.0% | Added |
| Pacer Advisors, Inc. | 5,504 | $1.28M | 0.00% | +615+12.6% | Added |
| Gulf International Bank (UK) Ltd | 5,529 | $1.29M | 0.03% | −51−0.9% | Reduced |
| Profund Advisors LLC | 5,543 | $1.29M | 0.05% | +600+12.1% | Added |
| Emerald Advisers, LLC | 5,587 | $1.30M | 0.05% | −514−8.4% | Reduced |
| Silvant Capital Management LLC | 5,598 | $1.30M | 0.05% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 5,629 | $1.31M | 0.42% | −458−7.5% | Reduced |
| Alps Advisors Inc | 5,647 | $1.31M | 0.01% | +890+18.7% | Added |
| L & S Advisors Inc | 5,724 | $1.33M | 0.15% | −31−0.5% | Reduced |
| Mackenzie Financial Corp | 5,731 | $1.33M | 0.00% | +1,854+47.8% | Added |
| Nisa Investment Advisors, LLC | 5,755 | $1.34M | 0.01% | +4,665+428.0% | Added |
| Schroder Investment Management Group | 5,905 | $1.37M | 0.00% | +849+16.8% | Added |
| Principal Financial Group Inc | 5,999 | $1.40M | 0.00% | −96−1.6% | Reduced |
| Brinker Capital Investments, LLC | 6,076 | $1.41M | 0.01% | +974+19.1% | Added |
| Orion Portfolio Solutions, LLC | 6,076 | $1.41M | 0.01% | +974+19.1% | Added |
| Corebridge Financial, Inc. | 6,124 | $1.43M | 0.01% | −62−1.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,344 | $1.48M | 0.02% | −9,806−60.7% | Reduced |
| Agf Management Ltd | 6,415 | $1.49M | 0.01% | +6,415 | New |
| Ethic Inc. | 6,474 | $1.51M | 0.03% | −136−2.1% | Reduced |
| CIBC World Markets Inc. | 6,555 | $1.53M | 0.00% | +6,555 | New |
| Swiss Life Asset Management Ltd | 6,630 | $1.54M | 0.01% | +2,810+73.6% | Added |
| Fox Run Management, L.L.C. | 6,757 | $1.57M | 0.29% | +1,189+21.4% | Added |
| Capstone Investment Advisors, LLC | 6,771 | $1.58M | 0.02% | +1,204+21.6% | Added |
| Teza Capital Management LLC | 6,856 | $1.60M | 0.24% | +3,465+102.2% | Added |