MongoDB, Inc.

MDB

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001441816

SEC filings (opens in a new tab)

In the last 90 days, MongoDB, Inc. insiders filed 0 open-market purchases and 3 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

Value heldQ4 2024: $15.3B

Institutions holding MDB and their total value by quarter
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.

Institutions holding MDB in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Morgan Stanley	831,085	$193.5M	0.01%	+103,788+14.3%	Added
First Trust Advisors LP	854,906	$199.0M	0.18%	+95,893+12.6%	Added
Price T Rowe Associates Inc	863,183	$201.0M	0.02%	−2,421,853−73.7%	Reduced
UBS Asset Management Americas Inc	1,141,993	$265.9M	0.06%	+303,647+36.2%	Added
Geode Capital Management, LLC	1,252,142	$291.0M	0.02%	+22,106+1.8%	Added
Bank of America Corp	1,307,324	$304.4M	0.03%	+103,915+8.6%	Added
Wellington Management Group LLP	1,563,699	$364.0M	0.07%	−1,595,726−50.5%	Reduced
State Street Corp	1,611,721	$375.2M	0.01%	+35,895+2.3%	Added
Franklin Resources Inc	2,054,888	$478.4M	0.13%	+268,962+15.1%	Added
JPMorgan Chase & Co	3,462,023	$806.0M	0.06%	+104,113+3.1%	Added
FMR LLC	3,480,245	$810.2M	0.05%	−1,385,392−28.5%	Reduced
BlackRock, Inc.	6,848,246	$1.59B	0.03%	+928,541+15.7%	Added
Vanguard Group Inc	7,328,745	$1.71B	0.03%	+23,942+0.3%	Added
Washington Trust Advisors, Inc.	0	$0	0.00%	−19−100.0%	Sold out
Westfield Capital Management Co LP	0	$0	0.00%	−496,248−100.0%	Sold out
Holocene Advisors, LP	0	$0	0.00%	−362,603−100.0%	Sold out
Artisan Partners Limited Partnership	0	$0	0.00%	−271,548−100.0%	Sold out
Polar Capital Holdings Plc	0	$0	0.00%	−214,125−100.0%	Sold out
Twinbeech Capital LP	0	$0	0.00%	−152,718−100.0%	Sold out
Gladstone Capital Management LLP	0	$0	0.00%	−83,235−100.0%	Sold out
Renaissance Technologies LLC	0	$0	0.00%	−68,300−100.0%	Sold out
Atika Capital Management LLC	0	$0	0.00%	−30,500−100.0%	Sold out
Maytus Capital Management, LLC	0	$0	0.00%	−21,000−100.0%	Sold out
GTS Securities LLC	0	$0	0.00%	−13,951−100.0%	Sold out
Aquatic Capital Management LLC	0	$0	0.00%	−8,280−100.0%	Sold out
CenterBook Partners LP	0	$0	0.00%	−7,481−100.0%	Sold out
Keystone Investors Pte Ltd	0	$0	0.00%	−7,320−100.0%	Sold out
Stonegate Investment Group, LLC	0	$0	0.00%	−6,979−100.0%	Sold out
Shay Capital LLC	0	$0	0.00%	−6,000−100.0%	Sold out
Oak Thistle LLC	0	$0	0.00%	−5,543−100.0%	Sold out
Prelude Capital Management, LLC	0	$0	0.00%	−5,083−100.0%	Sold out
Stratos Wealth Partners, LTD.	0	$0	0.00%	−4,693−100.0%	Sold out
Winton Group Ltd	0	$0	0.00%	−4,651−100.0%	Sold out
Ieq Capital, LLC	0	$0	0.00%	−4,291−100.0%	Sold out
Strategic Advocates LLC	0	$0	0.00%	−4,275−100.0%	Sold out
Semanteon Capital Management, LP	0	$0	0.00%	−4,203−100.0%	Sold out
Paloma Partners Management Co	0	$0	0.00%	−4,152−100.0%	Sold out
EFG Asset Management (North America) Corp.	0	$0	0.00%	−4,051−100.0%	Sold out
Silicon Valley Community Foundation	0	$0	0.00%	−3,818−100.0%	Sold out
Washington Harbour Partners LP	0	$0	0.00%	−3,500−100.0%	Sold out
EFG Asset Management (Americas) Corp.	0	$0	0.00%	−3,483−100.0%	Sold out
Janney Montgomery Scott LLC	0	$0	0.00%	−3,183−100.0%	Sold out
E. Ohman J:or Asset Management AB	0	$0	0.00%	−3,000−100.0%	Sold out
Sapient Capital LLC	0	$0	0.00%	−2,724−100.0%	Sold out
WBI Investments	0	$0	0.00%	−2,600−100.0%	Sold out
Valmark Advisers, Inc.	0	$0	0.00%	−2,044−100.0%	Sold out
Frank, Rimerman Advisors LLC	0	$0	0.00%	−1,899−100.0%	Sold out
Veriti Management LLC	0	$0	0.00%	−1,888−100.0%	Sold out
Panagora Asset Management Inc	0	$0	0.00%	−1,848−100.0%	Sold out
Ballentine Partners, LLC	0	$0	0.00%	−1,729−100.0%	Sold out
Bamco Inc	0	$0	0.00%	−1,661−100.0%	Sold out
Gotham Asset Management, LLC	0	$0	0.00%	−1,483−100.0%	Sold out
nVerses Capital, LLC	0	$0	0.00%	−1,400−100.0%	Sold out
Congress Park Capital LLC	0	$0	0.00%	−1,275−100.0%	Sold out
Eqis Capital Management, Inc.	0	$0	0.00%	−1,226−100.0%	Sold out
Prime Capital Investment Advisors, LLC	0	$0	0.00%	−1,190−100.0%	Sold out
Avantax Advisory Services, Inc.	0	$0	0.00%	−1,014−100.0%	Sold out
Chicago Capital, LLC	0	$0	0.00%	−969−100.0%	Sold out
Chicago Trust Co NA	0	$0	0.00%	−945−100.0%	Sold out
We Are One Seven, LLC	0	$0	0.00%	−943−100.0%	Sold out
Bleakley Financial Group, LLC	0	$0	0.00%	−939−100.0%	Sold out
Moore Capital Management, LP	0	$0	0.00%	−916−100.0%	Sold out
Weiss Asset Management LP	0	$0	0.00%	−804−100.0%	Sold out
Awm Capital, LLC	0	$0	0.00%	−803−100.0%	Sold out
Nwam LLC	0	$0	0.00%	−781−100.0%	Sold out
Coldstream Capital Management Inc	0	$0	0.00%	−755−100.0%	Sold out
Siemens Fonds Invest GmbH	0	$0	0.00%	−759−100.0%	Sold out
Quarry LP	0	$0	0.00%	−728−100.0%	Sold out
International Assets Investment Management, LLC	0	$0	0.00%	−38,390−100.0%	Sold out
West Tower Group, LLC	0	$0	0.00%	−500−100.0%	Sold out
Reuter James Wealth Management, LLC	0	$0	0.00%	−369−100.0%	Sold out
Alta Advisers Ltd	0	$0	0.00%	−200−100.0%	Sold out
Jamison Private Wealth Management, Inc.	0	$0	0.00%	−150−100.0%	Sold out
DSM Capital Partners LLC	0	$0	0.00%	−148−100.0%	Sold out
Wintrust Investments LLC	0	$0	0.00%	−135−100.0%	Sold out
McMahon Financial Advisors, LLC	0	$0	0.00%	−100−100.0%	Sold out
Beacon Capital Management, LLC	0	$0	0.00%	−100−100.0%	Sold out
Elequin Capital LP	0	$0	0.00%	−68−100.0%	Sold out
Trifecta Capital Advisors, LLC	0	$0	0.00%	−40−100.0%	Sold out
Macroview Investment Management LLC	0	$0	0.00%	−39−100.0%	Sold out
NBC Securities, Inc.	0	$0	0.00%	−36−100.0%	Sold out
Plante Moran Financial Advisors, LLC	0	$0	0.00%	−28−100.0%	Sold out
Ashton Thomas Securities, LLC	0	$0	0.00%	−17−100.0%	Sold out
Jaffetilchin Investment Partners, LLC	0	$0	0.00%	−16−100.0%	Sold out
Baldwin Brothers Inc	0	$0	0.00%	−15−100.0%	Sold out
DT Investment Partners, LLC	0	$0	0.00%	−10−100.0%	Sold out
Blume Capital Management, Inc.	0	$0	0.00%	−9−100.0%	Sold out
Liberty One Investment Management, LLC	0	$0	0.00%	−6−100.0%	Sold out
Park Place Capital Corp	0	$0	0.00%	−6−100.0%	Sold out
Capital Performance Advisors LLP	0	$0	0.00%	−5−100.0%	Sold out
Golden State Equity Partners	0	$0	0.00%	−4−100.0%	Sold out
1620 Investment Advisors, Inc.	0	$0	0.00%	−1−100.0%	Sold out
Atwood & Palmer Inc	0	$0	0.00%	−1−100.0%	Sold out
Voisard Asset Management Group, Inc.	0	$0	0.00%	−1−100.0%	Sold out
Dogwood Wealth Management LLC	0	$0	0.00%	0	Sold out
Eagle Asset Management Inc	–	–	–	–	Not filed
Scout Investments, Inc.	–	–	–	–	Not filed
Raymond James & Associates	–	–	–	–	Not filed
PEAK6 Investments LLC	–	–	–	–	Not filed
B. Metzler seel. Sohn & Co. Holding AG	–	–	–	–	Not filed