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 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.
| 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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 7,588 | $1.77M | 0.01% | −11−0.1% | Reduced |
| Azzad Asset Management Inc | 7,519 | $1.75M | 0.34% | +1,132+17.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,450 | $1.73M | 0.01% | −196−2.6% | Reduced |
| Creative Planning | 7,430 | $1.73M | 0.00% | −9,988−57.3% | Reduced |
| JustInvest LLC | 7,415 | $1.73M | 0.03% | −1,211−14.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,382 | $1.72M | 0.02% | +1,274+20.9% | Added |
| Vista Wealth Management Group, LLC | 7,295 | $1.70M | 0.11% | +30.0% | Added |
| Warm Springs Advisors Inc. | 7,263 | $1.69M | 1.57% | +7,263 | New |
| Centiva Capital, LP | 7,193 | $1.67M | 0.06% | +6,797+1,716.4% | Added |
| Erste Asset Management GmbH | 7,000 | $1.67M | 0.02% | +7,000 | New |
| MML Investors Services, LLC | 7,039 | $1.64M | 0.01% | −213−2.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,990 | $1.63M | 0.11% | −1,649−19.1% | Reduced |
| Diversified Trust Co | 6,919 | $1.61M | 0.04% | +1,639+31.0% | Added |
| Teza Capital Management LLC | 6,856 | $1.60M | 0.24% | +3,465+102.2% | Added |
| Capstone Investment Advisors, LLC | 6,771 | $1.58M | 0.02% | +1,204+21.6% | Added |
| Fox Run Management, L.L.C. | 6,757 | $1.57M | 0.29% | +1,189+21.4% | Added |
| Swiss Life Asset Management Ltd | 6,630 | $1.54M | 0.01% | +2,810+73.6% | Added |
| CIBC World Markets Inc. | 6,555 | $1.53M | 0.00% | +6,555 | New |
| Ethic Inc. | 6,474 | $1.51M | 0.03% | −136−2.1% | Reduced |
| Agf Management Ltd | 6,415 | $1.49M | 0.01% | +6,415 | New |
| B. Metzler seel. Sohn & Co. AG | 6,344 | $1.48M | 0.02% | −9,806−60.7% | Reduced |
| Corebridge Financial, Inc. | 6,124 | $1.43M | 0.01% | −62−1.0% | 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 |
| Principal Financial Group Inc | 5,999 | $1.40M | 0.00% | −96−1.6% | Reduced |
| Schroder Investment Management Group | 5,905 | $1.37M | 0.00% | +849+16.8% | Added |
| Nisa Investment Advisors, LLC | 5,755 | $1.34M | 0.01% | +4,665+428.0% | Added |
| Mackenzie Financial Corp | 5,731 | $1.33M | 0.00% | +1,854+47.8% | Added |
| L & S Advisors Inc | 5,724 | $1.33M | 0.15% | −31−0.5% | Reduced |
| Alps Advisors Inc | 5,647 | $1.31M | 0.01% | +890+18.7% | Added |
| TrueMark Investments, LLC | 5,629 | $1.31M | 0.42% | −458−7.5% | Reduced |
| Silvant Capital Management LLC | 5,598 | $1.30M | 0.05% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 5,587 | $1.30M | 0.05% | −514−8.4% | Reduced |
| Profund Advisors LLC | 5,543 | $1.29M | 0.05% | +600+12.1% | Added |
| Gulf International Bank (UK) Ltd | 5,529 | $1.29M | 0.03% | −51−0.9% | Reduced |
| Pacer Advisors, Inc. | 5,504 | $1.28M | 0.00% | +615+12.6% | Added |
| Royal Fund Management, LLC | 5,500 | $1.28M | 0.14% | +4,500+450.0% | Added |
| Nebula Research & Development LLC | 5,442 | $1.27M | 0.15% | +5,442 | New |
| Louisiana State Employees Retirement System | 5,400 | $1.26M | 0.02% | −200−3.6% | Reduced |
| Taika Capital, LP | 5,312 | $1.24M | 0.94% | +5,312 | New |
| Kazazian Asset Management, LLC | 5,278 | $1.23M | 0.97% | +5,278 | New |
| Altshuler Shaham Ltd | 5,205 | $1.21M | 0.04% | +5,205 | New |
| Bridgefront Capital, LLC | 5,166 | $1.20M | 0.41% | +3,598+229.5% | Added |
| Point72 (DIFC) Ltd | 5,136 | $1.20M | 0.11% | −8,642−62.7% | Reduced |
| Fred Alger Management, LLC | 5,026 | $1.17M | 0.01% | −10,150−66.9% | Reduced |
| Firsthand Capital Management, Inc. | 5,000 | $1.16M | 2.42% | −5,000−50.0% | Reduced |
| CIBC World Markets Corp | 4,980 | $1.16M | 0.01% | −913−15.5% | Reduced |
| Xcel Wealth Management, LLC | 4,975 | $1.16M | 0.32% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,973 | $1.16M | 0.01% | −2,071−29.4% | Reduced |
| Circle Wealth Management, LLC | 4,846 | $1.13M | 0.02% | +315+7.0% | Added |
| Amalgamated Bank | 4,713 | $1.10M | 0.01% | +89+1.9% | Added |
| Tredje AP-fonden | 4,686 | $1.09M | 0.01% | −4,686−50.0% | Reduced |
| Bokf, NA | 4,422 | $1.08M | 0.02% | −1,465−24.9% | Reduced |
| Capstone Triton Financial Group, LLC | 4,645 | $1.08M | 0.68% | −44−0.9% | Reduced |
| AnglePoint Asset Management Ltd | 4,640 | $1.08M | 2.44% | +4,640 | New |
| Rothschild Investment LLC | 4,607 | $1.07M | 0.07% | −120−2.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,581 | $1.07M | 0.17% | −721−13.6% | Reduced |
| Edgestream Partners, L.P. | 4,558 | $1.06M | 0.05% | +4,558 | New |
| Knollwood Investment Advisory, LLC | 4,450 | $1.04M | 0.11% | 00.0% | Unchanged |
| MetLife Investment Management | 4,413 | $1.03M | 0.01% | −37−0.8% | Reduced |
| Wealthfront Advisers LLC | 4,332 | $1.01M | 0.00% | +327+8.2% | Added |
| Harvest Fund Management Co., Ltd | 4,347 | $1.00M | 0.05% | +944+27.7% | Added |
| Toroso Investments, LLC | 4,290 | $998.8K | 0.01% | −3,569−45.4% | Reduced |
| AE Wealth Management LLC | 4,276 | $995.5K | 0.01% | −499−10.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,219 | $991.9K | 0.01% | +2,025+92.3% | Added |
| WoodTrust Financial Corp | 4,250 | $989.0K | 0.14% | +4,250 | New |
| US Bancorp | 4,190 | $975.5K | 0.00% | +321+8.3% | Added |
| MN Wealth Advisors, LLC | 4,113 | $957.5K | 0.54% | +1,537+59.7% | Added |
| Pathstone Holdings, LLC | 3,993 | $929.6K | 0.00% | −601−13.1% | Reduced |
| Polymer Capital Management (HK) LTD | 3,937 | $916.6K | 0.16% | +3,937 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,924 | $914.0K | 0.01% | −612−13.5% | Reduced |
| Aigen Investment Management, LP | 3,921 | $912.8K | 0.16% | +55+1.4% | Added |
| Investment Management Corp of Ontario | 3,919 | $912.4K | 0.03% | +1,528+63.9% | Added |
| Maryland State Retirement & Pension System | 3,907 | $909.6K | 0.02% | −162−4.0% | Reduced |
| Banco Santander, S.A. | 3,866 | $900.0K | 0.01% | +738+23.6% | Added |
| Advisory Services Network, LLC | 3,845 | $895.2K | 0.02% | −65−1.7% | Reduced |
| Credit Agricole S A | 3,813 | $887.7K | 0.00% | +1,862+95.4% | Added |
| Campbell & CO Investment Adviser LLC | 3,810 | $887.0K | 0.07% | −8,747−69.7% | Reduced |
| Intellectus Partners, LLC | 3,800 | $884.7K | 0.20% | +2,070+119.7% | Added |
| Aft, Forsyth & Company, Inc. | 3,577 | $832.8K | 0.41% | −1,240−25.7% | Reduced |
| Scientech Research LLC | 3,554 | $827.4K | 0.23% | −1,910−35.0% | Reduced |
| Tyler-Stone Wealth Management | 3,536 | $823.2K | 0.15% | −120−3.3% | Reduced |
| NEOS Investment Management LLC | 3,526 | $820.9K | 0.02% | +222+6.7% | Added |
| Prudential PLC | 3,444 | $801.8K | 0.00% | +1,235+55.9% | Added |
| Snowden Capital Advisors LLC | 3,378 | $786.4K | 0.02% | +31+0.9% | Added |
| Alpha DNA Investment Management LLC | 3,343 | $778.3K | 0.42% | +518+18.3% | Added |
| CWM, LLC | 3,318 | $772.0K | 0.00% | +49+1.5% | Added |
| APG Asset Management N.V. | 3,419 | $768.7K | 0.00% | −714−17.3% | Reduced |
| Two Sigma Investments, LP | 3,300 | $768.3K | 0.00% | +3,300 | New |
| Machina Capital S.A.S. | 3,277 | $762.9K | 0.32% | +3,277 | New |
| Benjamin Edwards Inc | 3,275 | $762.4K | 0.01% | −626−16.0% | Reduced |
| Transatlantique Private Wealth LLC | 3,273 | $762.0K | 0.29% | +440+15.5% | Added |
| Magnetar Financial LLC | 3,251 | $756.9K | 0.02% | +3,251 | New |
| Keybank National Association | 3,234 | $752.9K | 0.00% | +270+9.1% | Added |
| Brown Advisory Inc | 3,146 | $732.4K | 0.00% | +259+9.0% | Added |
| M&T Bank Corp | 3,037 | $706.5K | 0.00% | −6−0.2% | Reduced |
| Omers Administration Corp | 3,032 | $705.9K | 0.01% | +514+20.4% | Added |
| Quantbot Technologies LP | 3,016 | $702.2K | 0.03% | +3,016 | New |
| Uniting Wealth Partners, LLC | 3,000 | $698.4K | 0.34% | +3,000 | New |
| Maxi Investments CY Ltd | 3,000 | $698.0K | 0.13% | +1,290+75.4% | Added |