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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 6,919 | $1.61M | 0.04% | +1,639+31.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,990 | $1.63M | 0.11% | −1,649−19.1% | Reduced |
| MML Investors Services, LLC | 7,039 | $1.64M | 0.01% | −213−2.9% | Reduced |
| Erste Asset Management GmbH | 7,000 | $1.67M | 0.02% | +7,000 | New |
| Centiva Capital, LP | 7,193 | $1.67M | 0.06% | +6,797+1,716.4% | Added |
| Warm Springs Advisors Inc. | 7,263 | $1.69M | 1.57% | +7,263 | New |
| Vista Wealth Management Group, LLC | 7,295 | $1.70M | 0.11% | +30.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,382 | $1.72M | 0.02% | +1,274+20.9% | Added |
| JustInvest LLC | 7,415 | $1.73M | 0.03% | −1,211−14.0% | Reduced |
| Creative Planning | 7,430 | $1.73M | 0.00% | −9,988−57.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,450 | $1.73M | 0.01% | −196−2.6% | Reduced |
| Azzad Asset Management Inc | 7,519 | $1.75M | 0.34% | +1,132+17.7% | Added |
| Public Employees Retirement Association of Colorado | 7,588 | $1.77M | 0.01% | −11−0.1% | Reduced |
| Jasper Ridge Partners, L.P. | 7,650 | $1.78M | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,250 | $1.83M | 0.00% | +1,813+24.4% | Added |
| iA Global Asset Management Inc. | 7,962 | $1.85M | 0.03% | −25,138−75.9% | Reduced |
| Red Spruce Capital, LLC | 8,003 | $1.86M | 0.83% | +33+0.4% | Added |
| Taylor Frigon Capital Management LLC | 8,014 | $1.87M | 0.94% | −951−10.6% | Reduced |
| Tower Research Capital LLC (TRC) | 8,077 | $1.88M | 0.04% | +6,842+554.0% | Added |
| Exchange Traded Concepts, LLC | 8,099 | $1.89M | 0.04% | +263+3.4% | Added |
| Abn Amro Investment Solutions | 8,142 | $1.90M | 0.04% | +846+11.6% | Added |
| Janus Henderson Group PLC | 8,335 | $1.94M | 0.00% | +421+5.3% | Added |
| Jump Financial, LLC | 8,369 | $1.95M | 0.04% | +7,189+609.2% | Added |
| Nicholas Investment Partners, LP | 8,373 | $1.95M | 0.17% | +8,373 | New |
| Graham Capital Management, L.P. | 8,414 | $1.96M | 0.06% | +7,491+811.6% | Added |
| Hel Ved Capital Management Ltd | 8,760 | $2.04M | 0.62% | +5,830+199.0% | Added |
| Sterling Capital Management LLC | 8,768 | $2.04M | 0.03% | −20,453−70.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,814 | $2.05M | 0.07% | +14+0.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,861 | $2.06M | 0.01% | +8,861 | New |
| Shelton Capital Management | 8,864 | $2.06M | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,193 | $2.14M | 0.03% | +4,440+93.4% | Added |
| Private Advisor Group, LLC | 9,256 | $2.15M | 0.01% | +1,613+21.1% | Added |
| Lecap Asset Management Ltd | 9,320 | $2.17M | 0.59% | −624−6.3% | Reduced |
| Vontobel Holding Ltd. | 9,469 | $2.20M | 0.01% | +2,699+39.9% | Added |
| Alight Capital Management LP | 9,500 | $2.21M | 0.75% | −500−5.0% | Reduced |
| Baader Bank INC | 9,595 | $2.23M | 0.21% | +6,395+199.8% | Added |
| Headlands Technologies LLC | 9,785 | $2.28M | 0.23% | +9,785 | New |
| Diker Management LLC | 10,000 | $2.33M | 2.02% | +4,000+66.7% | Added |
| Sender Co & Partners, Inc. | 10,034 | $2.34M | 2.90% | +10,034 | New |
| Boothbay Fund Management, LLC | 10,066 | $2.34M | 0.07% | +7,842+352.6% | Added |
| Moody Lynn & Lieberson, LLC | 10,225 | $2.38M | 0.15% | +880+9.4% | Added |
| Cerity Partners LLC | 9,674 | $2.39M | 0.01% | +580+6.4% | Added |
| Toronto Dominion Bank | 10,484 | $2.44M | 0.00% | +1,022+10.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 10,504 | $2.45M | 0.02% | +10,504 | New |
| Insight Holdings Group, LLC | 10,900 | $2.54M | 0.16% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 10,987 | $2.56M | 0.01% | +664+6.4% | Added |
| Andra AP-fonden | 11,200 | $2.61M | 0.04% | +11,200 | New |
| Commonwealth Equity Services, LLC | 11,515 | $2.68M | 0.00% | −138−1.2% | Reduced |
| Bank of Nova Scotia | 11,640 | $2.71M | 0.00% | +9,640+482.0% | Added |
| Mariner, LLC | 11,646 | $2.71M | 0.00% | −2,934−20.1% | Reduced |
| Utah Retirement Systems | 11,840 | $2.76M | 0.03% | +200+1.7% | Added |
| Sanders Morris Harris LLC | 12,000 | $2.79M | 0.42% | +12,000 | New |
| Nordea Investment Management AB | 11,930 | $2.79M | 0.00% | −14−0.1% | Reduced |
| Fieldview Capital Management, LLC | 12,168 | $2.83M | 0.44% | +12,168 | New |
| Nomura Holdings Inc | 12,183 | $2.84M | 0.01% | +12,183 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,300 | $2.86M | 1.66% | +3,000+32.3% | Added |
| DnB Asset Management AS | 12,604 | $2.93M | 0.01% | +292+2.4% | Added |
| Jefferies Financial Group Inc. | 12,643 | $2.94M | 0.03% | +6,643+110.7% | Added |
| IFM Investors Pty Ltd | 13,227 | $3.08M | 0.03% | −1,098−7.7% | Reduced |
| USS Investment Management Ltd | 13,409 | $3.12M | 0.02% | −2,412−15.2% | Reduced |
| Groupe la Francaise | 12,913 | $3.12M | 0.08% | +12,913 | New |
| Icapital Wealth LLC | 13,482 | $3.14M | 1.80% | −958−6.6% | Reduced |
| Group One Trading, L.P. | 13,574 | $3.16M | 0.11% | +13,574 | New |
| Hampton Road Capital Management LP | 13,575 | $3.16M | 0.55% | −72,745−84.3% | Reduced |
| Alamar Capital Management, LLC | 13,625 | $3.17M | 1.73% | −360−2.6% | Reduced |
| Xponance, Inc. | 13,677 | $3.18M | 0.03% | +1,162+9.3% | Added |
| Leonteq Securities AG | 13,893 | $3.23M | 0.32% | +7,574+119.9% | Added |
| GF Fund Management Co. Ltd. | 14,000 | $3.26M | 0.07% | +14,000 | New |
| British Columbia Investment Management Corp | 14,145 | $3.29M | 0.02% | +1,909+15.6% | Added |
| Quantinno Capital Management LP | 14,262 | $3.32M | 0.03% | +7,137+100.2% | Added |
| Cetera Investment Advisers | 14,316 | $3.33M | 0.01% | +4,384+44.1% | Added |
| Jain Global LLC | 14,448 | $3.36M | 0.10% | +14,448 | New |
| Truist Financial Corp | 14,580 | $3.39M | 0.01% | −9,282−38.9% | Reduced |
| Handelsbanken Fonder AB | 14,751 | $3.43M | 0.01% | −8,406−36.3% | Reduced |
| Silvercrest Asset Management Group LLC | 14,818 | $3.45M | 0.02% | +906+6.5% | Added |
| Manufacturers Life Insurance Company, The | 14,927 | $3.48M | 0.00% | −13,174−46.9% | Reduced |
| Union Bancaire Privee, UBP SA | 15,638 | $3.51M | 0.06% | +15,638 | New |
| Storebrand Asset Management AS | 15,641 | $3.64M | 0.01% | −12,338−44.1% | Reduced |
| Peregrine Investment Management Inc | 16,180 | $3.77M | 2.19% | +16,180 | New |
| Comerica Bank | 16,255 | $3.78M | 0.02% | −59,830−78.6% | Reduced |
| Covea Finance | 16,500 | $3.84M | 0.17% | +16,500 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,687 | $3.88M | 0.04% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 16,784 | $3.91M | 0.06% | −5,465−24.6% | Reduced |
| Caption Management, LLC | 16,800 | $3.91M | 0.16% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 16,835 | $3.92M | 0.11% | −981−5.5% | Reduced |
| Nissay Asset Management Corp | 16,543 | $3.94M | 0.02% | +558+3.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,090 | $3.98M | 0.01% | +1,947+12.9% | Added |
| Robeco Institutional Asset Management B.V. | 17,179 | $4.00M | 0.01% | +5,147+42.8% | Added |
| Kadensa Capital Ltd | 17,203 | $4.01M | 0.49% | +17,203 | New |
| Interval Partners, LP | 17,838 | $4.15M | 0.11% | +7,275+68.9% | Added |
| KBC Group NV | 18,079 | $4.21M | 0.01% | +890+5.2% | Added |
| Hidden Lake Asset Management LP | 18,130 | $4.22M | 2.88% | +18,130 | New |
| Slow Capital, Inc. | 18,134 | $4.22M | 0.60% | +735+4.2% | Added |
| Jennison Associates LLC | 18,590 | $4.33M | 0.00% | −3,083,434−99.4% | Reduced |
| Amitell Capital Pte Ltd | 18,625 | $4.34M | 3.92% | +5,000+36.7% | Added |
| HighTower Advisors, LLC | 18,773 | $4.37M | 0.01% | +372+2.0% | Added |
| Lighthouse Investment Partners, LLC | 19,000 | $4.42M | 0.17% | +13,500+245.5% | Added |
| GenTrust, LLC | 19,098 | $4.45M | 0.19% | +19,098 | New |
| Forsta Ap-Fonden | 20,200 | $4.70M | 0.03% | +4,200+26.3% | Added |
| Virtu Financial LLC | 20,202 | $4.70M | 0.25% | +10,186+101.7% | Added |